Task Management
Learn how to efficiently manage tasks in tDoc.
📋 Task Management System
tDoc provides a powerful task management system that helps you organize, track, and collaborate on work items with your agents and team:
🔍 Task Overview
The task management system in tDoc allows you to:
- View and Search Tasks: See all team tasks in a centralized table view
- Track Progress: Monitor task status, due dates, and assignees
- Collaborate: Assign tasks to team members and track ownership
📊 Task Views
tDoc offers multiple ways to view and manage your tasks:
📑 Task Table View
The Task Table provides a comprehensive list view of all tasks in your workspace:
- Sortable Columns: Click column headers to sort by any field
- Search: Quickly find tasks with the search bar
- Quick Actions: Access task actions via the dropdown menu
✨ Task Features
🏷️ Task Properties
Each task in tDoc includes:
- Title: Clear description of the task
- Status: Current state of the task (To Do, In Progress, Completed, etc.)
- Priority: Importance level (High, Medium, Low)
- Due Date: Deadline for task completion
- Assignee: Team member responsible for the task
- Tags: Categorize tasks with customizable tags
🔄 Task Status Options
Tasks can be assigned various status values:
- To Do: Tasks that need to be started
- In Progress: Tasks currently being worked on
- Review: Tasks awaiting review or approval
- Completed: Finished tasks
- Blocked: Tasks that cannot proceed
- Waiting: Tasks on hold pending external action
- Backlog: Future tasks not yet scheduled
- Archived: Inactive tasks kept for reference
- Closed: Finalized tasks no longer requiring action
🏢 Task Organization
Organize your tasks with:
- Department Tags: Associate tasks with specific departments (e.g., Intake, Operations, etc.)
- Type Tags: Categorize by task type (e.g., Support, Adminstrative, Communication, etc.)
- Custom Tags: Create your own tag categories for custom workflows
- Special Tags: Mark tasks with special designations (e.g. Follow-Up, Callback, etc.)
📱 Working with Tasks
➕ Creating Tasks
Add new tasks to your workspace:
- In task section, click the "Add Task" button in the ellipsis menu next to the search bar
- Enter the task title and details
- Set status, priority, and due date
- Assign to a team member if needed
- Add relevant tags
- Click "Create" to save
✏️ Editing Tasks
Modify task details as they evolve:
- Click on a task title in the table to open the task details view
- Click the Edit button in the top right corner
- Make your changes and click the Save button
👥 Task Assignment
Delegate tasks to team members:
- Click the task actions menu (ellipsis)
- Select "Assign To"
- Choose a team member from the dropdown
- The Assignee field will be updated with the selected team member
📅 Setting Due Dates
Keep track of deadlines:
- Click the task actions menu (ellipsis)
- Select "Set Due Date"
- Choose a date and time
- Due dates are displayed with color-coding:
- Red: Overdue tasks
- Green: Completed tasks
- Default: Upcoming deadlines
To clear the due date, click on the "Clear Date" button
🔧 Advanced Features
🌐 Related Items
Link tasks to other workspace elements:
- Event Integration: Connect tasks to calendar events [Beta]
- Conversation Links: Associate tasks with specific conversations [Beta]
- Cross-referencing: Link related tasks together [Beta]
🔍 Filtering and Search
Find exactly what you need:
- Advanced Filters: Combine multiple criteria to narrow results
- Full-text Search: Find tasks by any contained text
⚙️ Task Rules
Task Rules allow you to automate task creation and routing based on specific triggers and conditions. Configure Task Rules from the "Task Rules" section in your team sidebar to:
- Automatically create tasks when certain events occur (e.g., missed calls, new appointments)
- Route tasks to specific team members based on criteria
- Set default priorities and tags for auto-generated tasks
Next Steps
Now that you understand task management, explore these related features: