The Prioritized Tasks panel lists high-priority work grouped by task type, showing the number of items and their due date. Items can represent any AP Helpdesk workflow, such as Invoice Submission, Payment Status Request, PO Status Request, Remittance Advice Request, Short Pay Inquiry, Record Update Request, Unenrolled Sender Emails, or No Detected Intents.
Table 1. Prioritized Tasks – Fields and Descriptions
Field Name | Description |
|---|---|
Priority | Visual urgency indicator: High (red), Medium (orange), Low (yellow). |
Task Type | Category of work (detected intent or system category), e.g., Invoice Submission(s), Payment Status Request(s), Short Pay Inquiries. |
Count | Bold number of prioritized items for the task type (e.g., 1167). |
Oldest Task Date | Oldest task date. |
Action:
Open filtered tasks: Click the bolded Count (for any Task Type) to navigate to the Tasks view pre-filtered by the selected Task Type, Priority, and the current date range. From there, you can review and act on individual tasks.
Figure 1. Prioritized Tasks – Example