Overview
The Tasks page in AP Helpdesk provides a centralized workspace for monitoring, filtering, and managing all workflow tasks.
To access the tasks tab:
In the left sidebar, select SmartVendor (Auditoria).
In the top navigation bar, click the Tasks tab.
Figure 1. Navigating to Tasks Page
Tasks Page Features
Default View:
By default, the Tasks page is blank because the Tasks tab filters out DONE tasks. To view DONE tasks, clear or edit the filters.Tabs:
User Tasks: Require human review or action, created from incoming inquiries in Collaborative Mode.
SmartBot Tasks: Recorded from SmartBot automation outcomes, typically view-only.
Task Table Columns:
Task ID, Vendor Name, Email, Sender Type, Summary, Detected Intents, Added, Assignee, Priority, Status, Task Type.Filtering and Search:
By default, tasks are filtered to show those with status "New, Open, or Done."
Use the Status filter to refine the list further.
Use the Search box and Filter Records icon for advanced filtering.
Toolbar Actions:
Action dropdown: Perform bulk actions such as Assign/Unassign, Assign to Me, or change status.
Edit Columns icon: Customize which columns are displayed.
Export Tasks icon: Export the current task list.
Clear All Filters button to reset filters.
Pagination:
Controls at the bottom of the table (e.g., "Rows per page: 20", "1-5 of 5", "Page 1 of 1").Role-Based Visibility:
AP Helpdesk Managers/Super Admins: View all tasks (assigned and unassigned).
Analysts/Specialists: See unassigned tasks and tasks where they are the assignee.
Viewing Completed Tasks:
To view completed (DONE) tasks, clear or edit the default Status filter to include "Done" tasks.Task Details:
Click any Task ID to open a detailed view of the selected task.