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Task Sequences

Task sequences define periods of time during which agents can work only on a specified set of tasks that are then configured as one or more Activity Sets. Time that is not included in a task sequence can include any work that the agent has the skills to perform and which is not part of any configured Activity Set. For examples and more detailed information about task sequences, see the Workforce Management Administrator's Guide.

Use the Shift > Task Sequences pane to create, edit, or delete task sequences or to assign task sequences to the shift.

  • Although you create task sequences during configuration of a particular shift, after they have been created you can assign task sequences to any compatible shift within the same site.
  • To be compatible, task sequence settings must not conflict with meal settings.

Task sequences are optional. However, if any task sequences are defined for a shift, the shift must include at least one task sequence. Make one of three selections in the Task Sequences Usage drop-down list, as shown in the figure below.

WM 851 task sequences drpdwn.png
Figure: Task Sequences Usage Settings

Create a Task Sequence

To create a task sequence:

  1. At the top of the Shift Properties pane, select Task Sequences.
    The Task Sequences pane opens.
  2. Select a setting from the Task Sequences Usage drop-down list (see figure above).
  3. Click Add WM 851 agent activities plus.png to open the Task Sequence Items window. See Adding and Editing Task Sequences for information about configuring the new task sequence.

Assign Task Sequences to a Shift

After you have created and saved your task sequences, you can assign them to a shift. To assign a task sequence to the shift:

  1. In the Shifts pane, select the shift for which you want to apply a task sequence.
  2. In the Task Sequences Usage drop-down list, choose either Task Sequences must be used or Task Sequences can optionally be used.
    Tip
    If you choose to retain the default setting Do not use Task Sequences, none will be assigned.
  3. In the Task Sequences pane, select a task sequence.
  4. Click Save Now WM 851 icon-save.png .

Removing a Task Sequence from a Shift

To remove a task sequence from a shift:

  1. In the Shifts pane, select the shift for which you want to delete a task sequence.
  2. In the Task Sequences list, select the task sequence.
  3. Click Delete WM 851 agent activities minus.png .

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This page was last modified on October 30, 2017, at 12:18.