Message status
Last update: 1 year agoWhat is it for?
Message statuses serve to segment the steps of the call being carried out, from beginning to delivery. That is, to inform how the demand is progressing.
Why does it need to be done?
So that you can view the call on a kanban board, as well as follow the progress in other areas of the taskier such as reports, home screen, among others. It is also responsible for controlling the SLAs of the tickets.
Who should do?
This action must be performed by the contracting user of the taskier platform or users he defines who can access this resource through new access profiles.
When should it be done?
This is a mandatory step for using the Tickets and Kanban board functionalities of the tickets.
Where should it be done?
⦁ Link: https://app.taskier.io/panel-agent/attendance-types
⦁ Menu → Management → Message Status → Add Message Status
How should it be done?
| Input | What to do? |
| Name | Set an easily identifiable title or status |
| Show on board | Set 'Yes' if you want to display it on the Service Group kanban board and 'No' if you want to hide it |
| Situation | Defines whether the custom status created will mean whether the demand is “In Progress”, “Paused” or “Completed”. For example, I can have a custom status named “Waiting for customer” which means “Paused”. |
| Color | For easy visual status identification. For example: For “Completed” activities we set the color green. |
| Description | This text will become a hint to the user who is using the system. It will appear on the kanban board. |
| Service groups | Which projects, departments or sectors will use the status created in your process |
| Service groups that will open a call with this status | Select which Customer Service Groups will automatically be created with this status when your client or team will open a customer (Example: “Awaiting service” will be the default status) |
This tutorial was presented on how to configure the status of the message, if there is still any question between contacting us or our support through the e-mail [email protected]