...
Additionally, tasks marked as pool tasks will also be excluded from the “Tasks requiring assignment” view in the Sales dashboard > Tasks tab.
Accessing and assigning self to pool tasks
Pool tasks can be accessed from My Menu > Tasks > Pool tasks tab.
Note that only users with the relevant role will be able to see the Pool tasks tab.
Required role: Enable pool tasks access
...
The Pool tasks tab will display tasks that have been marked as pool tasks and that the users can assign themselves to (if they match the standard criteria of language combination, task, team), if the tasks are still unassigned.
Users can assign themselves to tasks either by clicking on the “Assign yourself” icon (1) or through the “Check in/out of task” button (2), if available.
Please note that only users with the relevant role will be able to assign themselves to pool tasks.
Required role: Can assign yourself (Pool tasks pages)
Once assigned, the task will be removed from this listing and be added to the user’s My task page.
...
| Info |
|---|
To learn more about the “Check in/out of task” functionality, please check the Task check-in - Measuring time spent on a task manual. |
Setting up
Tasks can be set up as pool tasks at system, order and workflow template levels.
...
This new setting can be applied to existing orders, products and workflow templates that contain this task, using the “Apply pool task to:” option (3).
...
At the order level
To set up a task as a pool task at the order level, from Sales dashboard > Orders > Tasks info page, mark the “Pool task” box.
...
| Info |
|---|
If you do not see the “Pool task” column, it’s possible it has been hidden. To learn more about hidden columns, please refer to the “Hiding / displaying columns” section of the Customizing a page layout (grid layout) manual. |
To set up a task as a pool task at the order level, from Sales dashboard > Orders > Tasks info page, mark the “Pool task” box.
...
At the workflow template level
...
From the All tasks popup (1), mark the “Pool task” box (2) of the relevant tasks.
...
Accessing and assigning self to pool tasks
Pool tasks can be accessed from My Menu > Tasks > Pool tasks tab.
Note that only users with the relevant role will be able to see the Pool tasks tab.
Required role: Enable pool tasks access
...
The Pool tasks tab will display tasks that have been marked as pool tasks and that the users can assign themselves to (if they match the standard criteria of language combination, task, team), if the tasks are still unassigned.
Users can assign themselves to tasks either by clicking on the “Assign yourself” icon (1) or through the “Check in/out of task” button (2), if available.
Please note that only users with the relevant role will be able to assign themselves to pool tasks.
Required role: Can assign yourself (Pool tasks pages)
Once assigned, the task will be removed from this listing and be added to the user’s My task page.
...