Assistant Tasks on the Task List

Assistant tasks are added to the Unassigned tab of the Task List page, waiting to be assigned to a task handler.

Note: Assistant tasks are created as Queued schedule type.

Note: Assistant tasks do not go through the pending approval stage.

On the Task List page, the assistant task has its own task ID and an adjacent icon to indicate that it is an assistant task. The primary task ID can be seen by hovering over the assistant task ID.

An assistant task is an exact copy of the primary task plus the notes added by the primary task handler.

The assistant task details tab includes the assistance notes.

The assistant task activity tab displays that the primary task handler added the assistant task.

The primary task details tab displays the assistant task ID and who is the assistant task handler.

Note: Until a task handler has accepted the task, the Assistants Requested section displays the assistant task ID and N/A. It will also show if an assistant task has been cancelled.

The primary task activity tab displays that the primary task handler requested an assistant.