| REQUIRED USER ROLE Administrator |
Because every Task created requires a due date, and there’s no limit to the number of Tasks that can be assigned to an Agent, there’s a way to control how soon Tasks become visible in the My Customers list. For example, suppose you want Agents or Task Users to only see Tasks assigned to them that are less than seven days before the due date. If the Task routing window is set to 10080 minutes (seven days), then any Tasks with a due date greater than seven days will not appear in the My Customers list.
- Click
on the top left corner of the screen. - Click Settings.
- Under the Agent Experience category, click Conversation Workflow.
- Find the Tasks section and edit the following:
- Task routing window (minutes) – Enter the time (in minutes) how soon Tasks appear on the My Customer list relative to the Task due date.
- Click Save.
on the top left corner of the screen.
