Adding tasks allows you to assign specific tasks to your agents during an event. This way, agents on duty can view their tasks during their shifts directly within the mobile application.
How to use it:
- Choose your event: in the Operations section, select the event to which you want to add your tasks. Tap the Show button to the right of it.
- Create a task: on the left side of your screen in the Task tab, click the grey + to the right of it. A box will open. Enter the title and description of the task.
- Add a task to a location: if you check the box at the bottom of the box, the task will be automatically assigned to the event location and can remain associated with it. Otherwise, the task will disappear once the event is over.
- Associate a task with an agent: check the agent or agents you want to associate a task with. Click on the Shift function above the agents' names, then on the Tasks tab, and check the task you created to assign it to your agents. Click Apply to complete the assignment.