The FinView TicketDesk Navigation Panel, located on the left side of your TicketDesk dashboard, is designed to provide a seamless and organized way to manage your tasks. The panel lists various categories of tasks, making it quick and simple to navigate to different task types. Here's a breakdown of the task types you'll find in the Navigation Panel:
- My Tasks: Upon visiting the TicketDesk, you'll initially be presented with tasks assigned specifically to you. This personalized view enables efficient management of your own workload.
- All Tasks: This section presents a comprehensive view of all tasks present in the system, irrespective of their assignment status.
- Unassigned Tasks: Navigate to this section to view tasks that have yet to be assigned to a specific team member.
- Unlinked Payments: This category includes tasks related to payments received from debtors which have not been automatically linked to their cases.
- Requested Payment Plans: Here, you'll find tasks created in response to debtors' payment plan requests via the myFinView app.
- Unlinked Emails: Visit this section to see tasks created from emails received that aren't directly linked to a specific case.
- Open Tasks: This section includes all tasks that are currently active and not yet resolved.
- Closed Tasks: Navigate here to review tasks that have been successfully closed, either due to successful completion or deemed failure.
- Started Tasks: These are tasks that have been initiated but not yet completed or closed.
- Not Started Tasks: This section includes tasks that are assigned but have yet to be started.
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By utilizing the Navigation Panel, you can easily view and manage tasks according to their categories. It's an essential tool in maintaining order and ensuring that all tasks receive timely attention.