Enhance Task Feature
j
jennifer.robinson
greenworks is looking to enhance the task feature in ISN.
- Create a "task event" system for unscheduled orders. When unscheduled orders are created, we'd like tasks to automatically be attached to them, and for those remaining tasks for fall off of the order once the order is scheduled.
- Logic to introduce into task priority/rank. This will include most recent task first for certain scenarios. The logic will change based on how the lead (unscheduled order) came into the greenworks funnel.
- Create a "claim next task" button for AEs, this button will leverage the logic created from item 2 and give the most important task to the AE.
- A search button to be implemented into the user list on the task feature
- A filter by role mechanism to be introduced into the user list in tasks (currently it shows users that are not relevant to tasks, making the user list too long).
- Task reporting (tasks by user for example).
- Either a priv which is set per user that forces them to enter an OID when creating a task, or at least a pop up asking "did you enter your OID?" so that this portion isn't skipped. We discussed the priv option working well since not all users should be forced to enter an OID.