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Meet deadlines more efficiently with Pulse tasks (8.2)

Organize your assignments and work to case deadlines more effectively by defining tasks in Pulse. To help complete case work within a specific time frame, create tasks and assign them to other users or to yourself.

For example, you can assign a task to yourself as a reminder to upload address documents to a Car Loans case by the end of the day.

By default, the task post is available in Spaces and Pulse feeds available on a portal landing page, however, you can enable it for cases by configuring the task post in the feed gadget.

The following figure shows a sample task in Pulse.

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A task in Pulse

 

You can comment on and like tasks that you create and tasks that are assigned to you. You receive notifications for your assignments, which help you keep track of your work.

For more information, see Creating a task in Pulse (App Studio), Creating a task in Pulse (Dev Studio), Enabling users to post messages in the activity feed.

Published October 30, 2018 — Updated March 22, 2019


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