Work Queue
The Work Queue helps organize your agency work into a list of WorkSmart tasks. Tasks are pieces of work created in a workflow so they can be completed based on the needs of your organization.
Using the Work Queue, you can Open, Edit, Reassign, Reschedule, Route, Set Attributes, Set Priority, Delete, Close, and/or Complete a WorkSmart task.
You can see the Work Queue by clicking 
in the left rail.
The following sections detail the features and functionality of the Work Queue.
Title Area
The title area of the Work Queue provides several filtering options for you.
- Find tasks by entering a customer name.
- Filter WorkSmart tasks and diaries by Today, +7 (over 7 days) Days, +30 (over 30 days), or show All. The filters are based on work step due dates.
Work Queue title area
Button
To the right of the Search field is the button. Click to filter the Work Queue items by type, assignment, and work type. For example, you can create a filter that displays only tasks that are assigned to you in Commercial Lines.
Yo can use the work queue filters to view buddy tasks, that is, tasks that are assigned to others with whom you share a buddy relationship defined in ImageRight Enterprise Management Console. Buddy tasks are used to share work with others in your organization. For example, you may need to work tasks for a co-worker that is taking time off.
When available, you can click 
expand nodes to make additional selections to further filter the Work Queue.
Button
In the upper-right corner of the Work Queue title area is the 
button. Click 
to perform various Work Queue-related actions. You can also right-click
|
Be careful not to mark |
Once you complete a task to the point where the next work step or steps are to be performed by another person, click , and then click either Reassign or Complete. Reassigning a task moves it into the Work Queue of the person that you select. Completing a task moves it to the next predetermined step in the workflow.
Tasks and Diary Items
A task is a notification of work to be performed. Tasks typically move along a predefined workflow to ensure that the correct people see their work at the appropriate time. Diary Items are reminders of work to be done. They are similar to tasks but do not move along a workflow and have limited features beyond serving as a reminder.
Both tasks and diary items are displayed in the Work Queue with the oldest items appearing on top. Tasks display the workflow name and the step. For example, a task in the Audit workflow and in the Processing step is displayed as Audit: Processing.
Diary Items are shown in the Diary step with a description of diary.
Both tasks and diary items display the name of the agency or organization associated with the task.
© 2017 Vertafore