Adding Work Queue Tasks from a Customer Screen

Procedure

To add work queue tasks from a Customer Screen

1. Select the customer. How?
   The Basic screen appears.

2. From the tab at the top of the screen select the Move to Work Queue link.
   The New Work Queue Task screen appears.

Note: The Move to Work Queue link appears in the tab at the top of every screen for the customer.

3. Select the work queue process for which you are adding the task.
   The Task list contains the tasks associated with the process you select.

4. From the Task list, select the task you want to add.
   If you select an automated task that has parameters defined for it, the parameter fields appear on the screen.

5. Enter any additional information for the task, including any parameter values.

Note:  If you create an automated task, when you click Save the automated process starts.

6. Click Save.
   The Work Queue Task Details screen appears.

Notes:

• If you moved more than one customer to the work queue, the Work Queue Task Details screen displays only the name for the customer that appeared first in the Customer Search screen when you selected the customers. However, the task has been created for all the selected customers.

• When you click Save for a manual task, the Action Items section displays any predefined action items. You can use the Action Items section to add action items for the task you just created. How?