Workplace task details
Summarize
Summary of Workplace Task Details
The Workplace Task Details feature in the Xanadu release allows users to manage and close workplace tasks efficiently. Users can access tasks from their Work view or directly through associated cases, with pertinent task information readily available on the task details card.
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Key Features
- Task Information: The details card shows the task number, priority, name, current state, assignment group, workplace location, and location pin for floor map viewing.
- Task Details Page: Selecting the task card opens a detailed view where you can see descriptions, task types, assignment group details, expected start times, due dates, and parent case information.
- Activity Tracking: Users can view all activities performed on the task, add comments, and attach files, images, or videos from the device camera.
- Edit and Comment: Tasks can be edited at any time, and users can post work notes or additional comments for better collaboration.
- Action Menu: Users can assign tasks, add comments, update checklists, change task states, and view attachments from the action menu on the task details page.
Key Outcomes
By utilizing the Workplace Task Details feature, customers can streamline task management, improve collaboration among team members, and maintain organized records of task progress and activities. This leads to enhanced operational efficiency and better service delivery within the workplace environment.
You can close the workplace tasks at any time in the application. You can open a task from your Work view or by opening the case to which it’s associated with.
The workplace task details card displays information such as the task number, the priority of the task, the task name, the current state of the task, the assignment group to which the task is assigned, the workplace location for which the task is created and the location pin of the workplace location to view it on the floor map.
When you select the workplace task details card, the task details open in a separate screen. The task details display the details of the task and the activities performed on the task.
- Location pin: Select the Location pin (
) to view the location pin of the workplace location associated with the task on the floor map - Save: The Save option (
) enables you to save the case in case you want to view it easily in a single window. You can view the saved cases in the Saved tab at the bottom of the screen.
- Details
- Displays the task details such as the descriptions, the task type, the location for which the task is created, the assignment group, the workplace service item that is included in the task, the vendor, the sign template, the details of the user who opened the task and when the task was opened, and more. You can also view the parent case details of the task. The expected start time and due date details are also displayed.
- Activity
- Displays the details of all the activities performed on the task. You can also add a comment if necessary and add attachments. You can add attachments like files, images, and even capture a photo or a video with the camera.
- Edit
- The option enables you to the edit the task details at any time.
- Comment
- The option enables you to post comments on the task. You can post work notes and also additional comments.
For more actions, select the action menu 
on the top-right header of the task details page. The following actions are displayed:
- Assign task
- The option enables you to assign the task to an agent if necessary. The option is displayed only if the task is unassigned.
- Add comment
- The option enables you to add comments to the case. You can add work notes to notify other agents and additional comments to inform the requester.
- Update checklist
- The option enables you to update any checklist items if necessary.
- Update state
- The option enables you to update the current state of the task based on your progress.
- View attachments
- The option enables you to view all the attachments of the task at a single place.