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.
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- Go to Service Portal → Agent Dashboard.
- Select Tasks from the side menu.
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- Go to Service Portal → Agent Dashboard.
- Select Tasks.
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- Select the task to view its details: number, requester, and the request it belongs to.
- Update the Status of the task as you make progress.
From the task details, you can go directly to the associated request to see the full context of the order.
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- Select the task to view its details.
- Update the Status of the task as you make progress.
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Completing tasks on time is what allows the request to move forward until it’s finished, without getting stuck waiting for a manual action.