Overview

Pool tasks are tasks that don’t need to be manually assigned by a manager. They are shown in the My Menu > Tasks > Pool tasks page and resources are able to assign themselves.

Only resources with the necessary roles, teams, language combination and tasks will be able to assign themselves to pool tasks.

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

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

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.