Sort assignments and create custom queues
As you open the assignment list, you can see the most recent assignments displayed at the top of it.
You can also sort assignments by priority or date, or filter by specific business attributes, and organize custom queues to manage your work in the most convenient way.
Sorting assignments
You can arrange your assignments in several ways. Sorting options are available in the right-hand corner on the top panel.
Group by priority
To sort assignments by priority, enable the Group by priority toggle button.
Assignments are arranged in the order of importance—the ones with the highest priority appear at the top of the list.
tip
To assign tasks grouped by priority, refer to View assignments | Select assignments.
Sort by date
You can also sort assignments by date. Click the Sort by drop-down box and select a sorting option.
The options are as follows:
- Creation date—assignments are sorted by the date of their creation, with the newest assignments displayed at the top of the list. Mind that a number of assignments can have a common date. This is the default sorting order.
- Due date—the assignments are sorted by their expiry date, with the closest due date shown at the top of the list.
- Custom sorting—assignments are sorted based on the FIFO (first in, first out) approach, with the oldest (first) assignments located above others. The difference from the Creation date option is that the custom sorting allows you to set the order for each assignment within the task.
caution
The Custom sorting option works only if you have set up FIFO in Control Tower. For more details on custom rendering, refer to FIFO.
Filtering assignments
You can filter assignments by task type, assignee, and assignment business attributes using the panel in the top left-hand corner.
By default, you have two filters—by the task type and assignee.
- Click the Task drop-down box and select one or more checkboxes.
You can search for tasks using the Search field in the Task drop-down box. To find a task, start entering its type.
- Click the Assignee drop-down box and select one or more checkboxes.
The Assignee search option allows you to search both by the first or last name and the username. To view available options, start entering the assignee's first or last name or a username.
To set up more filters, follow the instruction below:
Click the + button to view the available list of business attributes.
Select any business attributes to set them up as your filtering criteria. Automatically, the added filters appear on the top panel, and corresponding assignments are displayed in the queue.
In the Search field under selected filters, you can search for business attributes. To find an attribute, start entering its name.
Proceed with further filtering by selecting business attributes from the newly added filters.
To discard filtering criteria, open the related drop-down list and deselect any business attributes you selected previously. The assignment list is changed accordingly.
After filtering, you can still group your assignments by priority or sort by date.
Working with custom queue
By default, you view all assignments grouped under the All assignments queue. You cannot edit this queue, but you can create a custom queue based on it.
A custom queue is a dynamic queue with assignments filtered using specific business attributes.
Let's consider different scenarios when working with custom queues:
You work with a queue that does not have new assignments during a period when you work with the queue.
You start to work with a queue ignoring the first one or more assignments.
If you select an assignment from the middle of a custom queue, you will begin with the first assignment from the queue after you complete or skip the selected assignment.
You have started to work with a queue, but you get new assignments for the queue.
If you get a new assignment when working with a custom queue, you will process the newest assignment as soon as you complete or skip the current one.
A custom queue is a dynamic structure. Custom queues of the same user or custom queues of different users can overlap.
The overlapping implies: if an assignment state is changed in one custom queue, and the assignment exists in other custom queues, all custom queues are updated accordingly.
Add custom queue
As soon as you start filtering assignments, the assignment list changes according to selected criteria. You can start processing assignments right from this draft queue named as "Unsaved Queue".
If you switch to another queue, the draft queue is discarded, and your changes are lost. But if you log out and log in again, you can still continue working with it. Anyway, the best option is to save the queue in order not to lose the preset filtering order.
To create a custom queue, do as follows:
Specify filtering criteria.
Click Save.
In the window that opens, specify the queue name and click Save.
The saved queue appears in the list of available queues.
Once you make a custom queue, you can start working on assignments from it. When you initiate execution, assignments are displayed the way they are arranged in the created queue. Custom queues are updated in real time, including the number of assignments in the list and statuses.
Also, mind the following important considerations:
If you start an assignment from the middle of a queue and complete or skip it, you resume processing the rest of the tasks in the queue from the first assignment.
If you skip an assignment from a custom queue, the assignment returns to the common list and is available for other users. You can take this assignment later if you change your mind.
Edit custom queue
To edit a custom queue, follow the instruction below:
Select new business attributes from filtering options. Assignments are reloaded according to the selected business attributes.
Click Update next to the queue name.
In the popup that follows, save the changes in the queue.
- To update the current queue, click Update.
- To save a new queue, specify a unique name and click Save new. The queue appears in the list of your custom queues.
Delete custom queue
To delete a custom queue, follow the instruction below:
- Hover over the name of the queue you want to delete and click the bucket icon.
- In the window that follows, click Delete to confirm the deletion.
