Who this is for. AP Helpdesk Analysts and Managers. See the Roles and Access.
Prioritized Tasks is the last panel and the only one that asks you to do something. Everything above it measures. This one lists what is waiting and why it is stuck.
It is a list rather than a set of charts, so it carries no export icon.
Figure 1. Prioritized Tasks, expanded.
Open the panel
This is the one panel that arrives collapsed, so on a fresh Dashboard it shows nothing but its own name at the foot of the page. Select the name, or the triangle beside it, to open it.
It closes again whenever the Dashboard redraws, including after you follow a link out of it and come back.
The panel header
The header carries no time range, because the panel shows the queue as it stands now rather than a measure over a period. Once open, three controls sit across the top of the list.
Table 1. Controls above the list.
Control |
Where |
What it does |
|---|---|---|
Priority key |
Left |
Names the three bands, High, Medium and Low, and the color each uses. It is a key, not a filter. |
User Tasks and AI Agent Tasks |
Center |
Switches which queue the list shows. |
Sort icon |
Right |
Opens the Sort By menu. |
Read a row
Each row is a group of tasks stuck for the same reason, not a single task. A row carries four things.
Table 2. Parts of a row.
Part |
What it is |
|---|---|
Priority dot |
A colored dot at the left, in one of the three bands. |
Count |
How many tasks are waiting for this reason. |
Reason |
What is blocking them, written as the condition rather than the task, such as Remittance Advice Request(s) - No Payment Information. |
Date |
Beneath the reason. It dates the group rather than any one task, so read it with the count: a recent date against a high count is a spike, an old date against a low count is something that has been sitting there. |
So a row reading 2 Remittance Advice Request(s) - No Payment Information means two vendors asked for remittance advice and the agent had no payment information to send them.
Read the count and the date together. A recent date with a high count is a spike worth investigating now. An old date with a low count is something that has been sitting there and will keep sitting there.
Choose the queue
The switch at the top of the list selects between two queues.
Table 3. The two queues.
Queue |
Holds |
|---|---|
User Tasks |
Work waiting for a person. |
AI Agent Tasks |
Work the agent raised and holds itself. |
Start with User Tasks. That is the queue nothing will clear on its own.
Change the order
The icon at the top right of the list opens a Sort By menu with two options. A tick marks the one in force.
Figure 2. The Sort By menu.
Table 4. Sort options.
Option |
Orders by |
Use it to |
|---|---|---|
Priority |
Highest band first. This is the default. |
Decide what to work next. |
Last Updated |
Most recently changed first. |
See what has moved since you last looked. |
Work the tasks behind a row
A row tells you how many tasks share a reason and how old the oldest of them is. To work them, open the Tasks tab and filter on that reason.
The panel is a summary of the queue rather than the queue itself, so nothing on it changes the tasks. Everything you do about them happens on the Tasks tab.