Creating and Assigning Tasks in Recover

When a customer sends feedback that needs you to take action, you can create a Recover task and assign it to a team member. The task will appear in their Recover tasks list for them to respond to your customer feedback and update the task with their progress.

Note: Assigning tasks requires sufficient permissions. If you need to assign tasks but do not have permission, contact your system administrator for assistance.

Creating a Task for Recover

You can create a Recover task from an item of feedback in the Fast Feedback dashboard.

1. Locate the message to which you want to add a task.

2. In the message actions menu, select the create a task option.

3. Fill in the following information:

   • Title: Enter a high-level summary of the task.

   • Description: Provide additional detail instructions for the task

   • Assignee: Select a team member from the drop-down list.

   • Due Date: Specify the deadline when the task should be completed:
     • Click the Due by field and select a date from the calendar.
     • Click today to fill in today's date.
     • Click tomorrow to fill in tomorrow's date.
     • Click next week to fill in the date one week from today.

4. When you are done, click Create task.

Assigning Tasks in Recover

 If you have a role with sufficient permissions, such as Team Leader or Manager, you can assign a selected task to another user from within your team. The new assignee is automatically sent an email containing the title of the task, and who it was assigned by.

Note: The Recover settings determine the rules for assigning feedback to users.

1. In the Recover task list, select the task you wish to assign.

2. From the drop-down lists at the top of the page, click the assign to arrow and select a team member from the drop-down list.

   The task is automatically updated.

3. To review, open the notes tab.

   The most recent note, at the top of the list, is a system-generated note confirming the new assignee for the task.