Accept Task

Explanation

This activity is used to accept a task.

Prerequisites

• To accept a task, task must be in either Tasks queued to me or Tasks queued to my queues.
• Case to which the task belong, should be in Open state.

System Effects

As a result of accepting the task, the task will be set to Open. The accepting user becomes the task owner and a journal entry will be created.

Related Window Descriptions

Tasks Queued to Me
Tasks Queued to My Queues

Procedure

1. Open the Aurena > Call Center Lobby Page.
2. Select Tasks queued to me or Tasks queued to my queues.
3. Select the task to accept and click on Accept.
4. The Accept Task dialog box opens.
5. In the Organization field enter the name of the organization that should own the case. Click drop down to select a suitable value.
6. In the Work Folder field, enter the suitable work folder for the case. Click dropdown to select a suitable value.
7. In the Message field, enter comments for the case.
8. Click OK.