...
Additionally, tasks marked as pool tasks will also be excluded from the “Tasks requiring assignment” view in the Sales dashboard > Tasks tab.
Setting up
Tasks can be set up as pool tasks at system, order and workflow template levels.
At the system level
To set up a task type as a pool task at the system level, from Administrator > Tables > Task types, open the Edit page of the task type (1) and enable the “Pool task (will not require assigning)” option (2).
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
| 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
Tasks can be set up as pool tasks at the workflow template level from Manager > Price lists & Workflow templates > Workflow templates.
From the All tasks popup (1), mark the “Pool task” box (2) of the relevant tasks.
...
Accessing and assigning self to pool tasks
...
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.
At the system level
To set up a task type as a pool task at the system level, from Administrator > Tables > Task types, open the Edit page of the task type (1) and enable the “Pool task (will not require assigning)” option (2).
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. |
At the workflow template level
Tasks can be set up as pool tasks at the workflow template level from Manager > Price lists & Workflow templates > Workflow templates.
From the All tasks popup (1), mark the “Pool task” box (2) of the relevant tasks.
...
...
Warn on limit to self-assignment tasks
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
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.
This warning will be triggered if the resource assigns themselves to a total of tasks with the same Task supply date in which the volume (minutes, words or others) exceeds the set limit.
This limit will also take into account different unit types. If a resource has 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.
| Info |
|---|
This warning will only trigger for Pool tasks. Tasks that were assigned directly to the resource will not be taken into account. |
...
Setting self-assignment warning limits
Warning limits require configuration at two levels: Task and Resource.
Task level
At the task level, configuration is done to set the daily limit that should trigger a warning.
This can be done from Administrator > Tables > Tasks tables > Task types.
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
...
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.
...
Resource level
At the resource level, it's possible to select which resources should trigger this warning.
From Manager > Rolodex tables > Resources, with the resource’s profile, enable the “Warn on pool tasks daily limit being exceeded” option.
...