Task on Task Queue

Tordyleighs
Member

Hi , 

 

Is there a way to have an option to tick complete task /Not complete task  when sending emails/Making call on files?

 

When in Task Queue?

 

For instance if im following up on something with a client, but they need more time, I cant save call without ticking task as completed. But task is not completed as they need more time.

 

 

3 Replies 3
jennysowyrda
Community Manager

HI @Tordyleighs,

 

You can use the "skip" button within the task queue to skip tasks without having them marked as complete.

 

Thank you,
Jenny

0 Upvotes
Tordyleighs
Member

Hi Jenny , 

 

I see there is a skip button but if I make a call /Email and on that file, I have to tick off the task completed even if it is not com[pleted  in order to be able to  save the call/email.

 

Thanks

 

0 Upvotes
vjsuingr
Participant

I have the same problem, HS assitance told me to submit an idea, but you have the same issue so I'll just support this. There should be another botton with just "save note/call/send email" and skip task. 

 

Regards! 

0 Upvotes