Manage Tasks

Tasks can be managed from a number of locations in the platform.

In the following step-by-step example, we will :-

View all Tasks

All tasks, their priorities and status, can be viewed on the Manage Tasks page.

From any page, click Tasks at the top-right and select Task Manager from the menu

Open Manage Tasks

The list of Tasks will allow you to view the Priority, Name, Status, Created Date, and Assignee.

Task Manager list

Open the More menu against the relevant line and select the desired option to either Edit the task, Delete the task, or change its Status.

Task Options

You can also Edit a task by clicking the relevant line to open the task's details in the sidebar.

Edit Task

Click Save Task when you've finished editing

View My Tasks

You may want to just view a list of tasks that have been assigned to you.

From any page, click Tasks at the top-right and select My Tasks from the menu

Open Manage Tasks

The list opens in the sidebar that allows you to view the Name and Status of all Tasks assigned to you.

Edit Task

You can Edit a task by clicking the relevant line to open the task's details in the sidebar.

Edit Task

Click Save Task when you've finished editing

Tasks that have been related to a specific Intent, Session, or User Input can be viewed from those items. See also - Create a related Task

Open a specific intent, user session or turn within a user session, then open the More menu and select Related Tasks.

View Related Tasks

A list of tasks relating to the Intent, Session, or Turn will be shown in the sidebar.

Show Related Task list

You can Edit a related task by clicking the relevant line to open the task's details in the sidebar.

Edit Task

Click Save Task when you've finished editing

Still need help? Get in touch!
Last updated on 3rd Apr 2020