In this article, admins will learn how to create the task lists that agents will apply to transactions.
Topics in this article:
Creating Task Lists
In Sisu, task lists are groupings of tasks that can then be applied to transactions. This allows you to add groups of tasks at a time (both large and small) so you don't have to add them one at a time for each transaction. Task lists can also be triggered to appear when certain events take place (e.g., a certain status or stage change) so that every applied task list is applicable and timely. You can create your own task lists by doing the following:
Go to Admin > Tasks. The Task Lists screen opens by default.
Enter a name for your task list and a description in the fields provided.
Click the Applies To drop-down and select a transaction type.
Click the Trigger On drop-down and select a trigger.
Note: There are 3 types of triggers:
Status Triggers: The task list is applied to the transaction when a certain status is reached.
Stage Triggers: The task list is applied to the transaction when a certain stage is reached.
Transaction Field Triggers: The task list is applied to the transaction when the selected field is populated. If the field is a Y/N-type field, then only a Y will trigger the task list.
Note: When task lists are triggered, it can take several minutes for the system to apply the task to the transaction depending on the server load, the number of tasks, and a variety of other factors.
Click Submit. Your new task list appears in the list of task lists below.
Do one of the following:
Add tasks to Sisu: You need to set up tasks before you can add them to a task list. If you need help setting up tasks, see the section below called Setting Up Tasks in Sisu.
Add tasks to your task list: As long as a task has already been added to the system, you can add it to a task list. For help adding a task to a task list, check out the section in this article called Adding Tasks to a Task List.
Setting Up Tasks in Sisu
In order to add tasks to task lists, you first need to add tasks under Admin > Tasks, where you can find a complete list of all tasks in Sisu. It's sort of your own task database if you will. Make sure you add every task that agents will need to complete.
Go to Admin > Tasks.
In the menu on the left, click Tasks.
In the Add Task section at the top of the screen, choose a Task Type.
Task: Tasks are to-dos that need to be completed.
Notification: Notifications are emails that are sent from Sisu. They don't need to be marked as completed. For help setting up notification emails that are customized and personalized, check out this article in our Knowledge Base.
Complete the remaining fields and then click Add. Your new task appears in the list of tasks below.
Note: Use the available tooltips if you have questions about a particular field.
Adding Tasks to a Task List
Once you've set up tasks and task lists in Sisu, you can add tasks to your task lists. In order to add a task to a task list, do the following:
Go to Admin > Tasks. The Task Lists screen opens by default.
Scroll down to a task list and click the + -Tasks button on the right side of the screen.
Click the Select a Task to Add drop-down.
Either scroll through the list of tasks or use the search bar to find a task. Click on a task to add it to your task list.