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Task Management

The Task Management feature enables users to create, assign, and track actionable items within the system. It ensures proper follow-up on queries, insights by assigning clear ownership and tracking progress.

note

Tasks can be created and assigned to any user within the system.

Accessing Tasks​

  1. Navigate to Tasks from the left navigation panel.
  2. The Task page will display all tasks based on selected view and filters.

Task Creation Methods​

Create Task via “New Task” Button​

  • Click on the New Task button
  • A task creation dialog box will appear
  • Provide the following details:
    • Title - Brief name of the task
    • Description - Detailed explanation
    • Priority - High / Medium / Low
    • Assignee - Select a user

NewTask

Create Task from Nudges​

  • Navigate to the Nudges section
  • Click on the Accept icon on a nudge
    • Behavior:
      • Task is automatically created
      • Title is auto-generated (editable)
    • User must provide:
      • Description
      • Assignee
      • Priority
tip

Modify the auto-generated title for better clarity.

CreateTaskNudge

Create Task from Rever Agent​

  • Submit a query in Rever Agent
  • After receiving a response, click on the Task option
    • Behavior:
      • Title is auto-populated from the query
    • User must provide:
      • Assignee
      • Priority
      • Additional details (if required)
tip

Auto-generated titles can be edited.

TaskChat

Task Views​

The Task page supports multiple views for efficient tracking:

TaskView

Board View​

  • Displays tasks in stages:
    • Open
    • In Progress
    • Resolved
  • Helps track task status visually

List View​

  • Displays all tasks in a structured list
  • Includes key details such as:
    • Title
    • Assignee
    • Priority
    • Status

Timeline View​

  • Displays tasks based on time and duration
  • Helps in planning and scheduling

Analytics View​

  • Provides insights into:
    • Task performance
    • Completion trends
    • Workload distribution

Task Assignment​

  • Tasks can be assigned to any user (Admin or Member)
  • Assigned user is responsible for task execution and completion
  • Ensures accountability and ownership

Task Categorization​

  • Tasks are categorized based on Anomaly Type
    • Benefits:
      • Better organization of tasks
      • Easier prioritization
      • Improved visibility into recurring issues

Task Escalation​

  • Tasks can be escalated based on rules configured in Settings
    • Behavior:
      • Overdue tasks are escalated automatically
      • Helps highlight critical or delayed tasks
    • Benefits:
      • Ensures timely action
      • Reduces delays in resolution

Notes​

  • Task visibility may depend on user roles and permissions
  • Task behavior (e.g., escalation, mandatory comments, locking)s controlled via Task Settings
  • Auto-generated tasks require manual input before completion