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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.
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Warn on limit to self-assignment tasks
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| panelIconId | 2b50 |
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| panelIcon | :star: |
| panelIconText | ⭐ |
| bgColor | #FFFAE6 |
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Upcoming functionality
This functionality is only available in the upcoming version (368.1)
A limit on how much volume a resource can assign themselves to in a given day can be added, which will trigger a warning to be sent out to both the user and the resource in charge of the order.
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This limit will also take into account different unit types. If a resource has exceeded reached their daily limit for minutes, if they try to assign themselves to a word-based task due on the same day which also has limits, the warning will also trigger.
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Open the “Edit” of the task which should have a daily limit
Enable the “Warn on self-assignment” button
Click on “Set daily limits” to indicate what the daily limit for this task should be
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Within the “Daily limits” popup, select the desired unit
Set a value for what the daily limit for this task and unit type should be.
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