Queue

Find and assign work

1. Open Queue. The initial view shows Pending tasks.
2. Search by task or customer, or filter by shop, Agent, and status. Choose All, Pending, or Completed.
3. Review the customer, shop, priority, follow-up time, contact attempts, latest note, and current owner.
4. Change the Agent in the task’s assignment control. Choose an active team member and check that the owner shown in the row updates.
5. Select Review to open the task panel and check its contact history or appointment context.
6. Select Mark Complete only after the follow-up is finished and its outcome is recorded.

If the list fails to load, refresh it and check the task status before repeating an assignment or completion action.