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How do I manage a task assigned within a request?

When a service workflow includes a task assigned to an agent (for example, processing a payment or delivering an item), that task appears in the Tasks section of the Agent Dashboard until it’s completed.

      1. Go to Service Portal → Agent Dashboard.
      2. Select Tasks from the side menu.
      List of assigned tasks in the Agent Dashboard
      1. Go to Service Portal → Agent Dashboard.
      2. Select Tasks.
      List of assigned tasks in the app
      1. Select the task to view its details: number, requester, and the request it belongs to.
      2. Update the Status of the task as you make progress.
      Task details with its status and associated request

      From the task details, you can go directly to the associated request to see the full context of the order.

      1. Select the task to view its details.
      2. Update the Status of the task as you make progress.
      Task details in the app

Completing tasks on time is what allows the request to move forward until it’s finished, without getting stuck waiting for a manual action.

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