Introduction
Welcome to our comprehensive guide on the Assign To feature in Empress, a tool designed to streamline task assignment and tracking in your business operations.
Introduction to Assign To
The Assign To feature is a user-friendly option located in the sidebar of every document in the Empress system. This feature lets you assign any document to a particular user, effectively creating a task, or a ToDo, that user needs to complete.
This task assignment system is designed to help you easily delegate tasks and keep track of their progress.
A Look at Task Statuses
When you assign a task using the Assign To feature, it is given a status that keeps you updated on the task’s progress. There are three possible statuses:
- Open: This status is applied when a new task is created and assigned to a user.
- Closed: This status is used when a user has completed the assigned task.
- Cancelled: This status is used when a task is no longer relevant or needs to be reassigned.
For instance, consider a business with two levels of support, L1 and L2. Every new support ticket created is initially treated as an L1 support issue and assigned to the relevant team members using the Assign To feature. If the issue is resolved, the task status is marked as closed. If the issue is more complex and requires L2 support, the task status is marked as cancelled, and the issue is reassigned to the appropriate team member.
Reopening Closed Tasks
The Assign To feature also allows for the reopening of tasks. If a closed task needs to be revisited or if there’s further activity required, the status of the task reverts back to open. This ensures that all tasks are tracked accurately and nothing falls through the cracks.
Conclusion
The Assign To feature in Empress is an invaluable tool for businesses. It simplifies task management by allowing you to assign, track, and reassign tasks as needed. By streamlining these processes, the Assign To feature helps create a more organized and productive work environment.
For more detailed information on how to use this feature, please refer to our non-technical resources or contact our support team.