Fulfillment is largely about communication. Especially with larger projects, it's important to keep your coworkers in the loop. Maybe you need to get information from another on the team, or you answered a call relating to another agent's work.
To assist, Task Manager will soon support tagging agents. This will help keep all relevant information on your tasks and cut down on the number of emails, Slack messages, and calls needed to complete a task.
When does it release?
Agents will be able to tag other agents on tasks by mid-April.
How does it work?
- Log in to Task Manager
- Go to Tasks
- Open one of your tasks
- In the side-panel, click Comments
- Type your comment. To tag an agent, enter @ and begin typing their name.
- Click on the agent you wish to tag
- Click Send message
When tagged, the agent will receive both an in-app notification and an email notice, provided they haven't disabled these notifications.
The in-app notifications contains a direct link to the task, and the email contains the content of the message itself.