View work order task information

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:2分
  • Click the task icon on the agent map to view task details.

    A summary pop-up window shows the task number and description, the name of the agent if one is assigned to the task, and other important information.

    Click a cluster icon to display a summary pop-up listing the number of tasks at that location by State. Click any entry to display detailed summaries for all the tasks in a pane beside the map. You can access individual task records from this list.

    The following information is included in a summary pop-up window for a single task and in the summary pane for a task cluster:
    • SLA: the time remaining on an SLA, if one is affected by this task.
    • Priority: the task priority by number, with 1 being the highest priority and 5 being the lowest.
    • Skills needed: the agent skills needed to perform the work.
    • Parts needed: the parts needed to perform the work.

    Click the task number link in the summary pop-up or in the summary pane to display the task in a record pop-up. Use the controls under Related Links to accept or reject a task and to update your work status by starting or completing a task.