Mobius User Guide

Published Date: July 13, 2017
Bookmark this page

03 Tasks and Notifications

Accept a Task from a Work Queue

Viewing Tasks in a Work Queue

Anchor Point: Inbox Section

  1. Select My Work Queues from the Work Queues section of the Shortcuts Panel.
  2. Select View Tasks from the List Action Menu of the applicable Work Queue.

Reserving a Task from a Work Queue

Anchor Point: Inbox Section

  1. Select My Work Queues from the Work Queues section of the Shortcuts Panel.
  2. Select View Tasks from the List Action Menu of the applicable Work Queue.
  3. Select Add to My Tasks from the List Action Menu for the desired Task.
  4. Select Save or Save & View

Note
The selected Task will be removed from the Work Queue and will be listed in the user’s My Tasks.

Accept the Next Task from a Work Queue

Anchor Point: Inbox Section

  1. Select My Work Queues from the Work Queues section of the Shortcuts Panel.
  2. Select Get Next Task from the List Action Menu for the Work Queue.
  3. Select Yes on the confirmation modal. 
  4. The selected Task will open. It will not be listed in My Tasks for the user and no longer available in the Work Queue.

Note
Selecting Get Next Task from Work Queue on the Shortcuts Panel will also complete this activity.

Returning a Task to a Work Queue

Tasks accepted by a user through a Work Queue, may be returned to the Work Queue.

Anchor Point: Inbox Section

  1. Select My Tasks from the Tasks section of the Shortcuts Panel.
  2. Select Reallocate from the List Action Menu for the applicable Task.
  3. Select Save.

The Task will be returned to the Work Queue where it was originally assigned.

Note
This activity can also be completed from the Task Home Page by selecting Reallocate on the Tab Action Menu.