Concept
Task Manager Module
In the Task Manager module, the customer can create and manage service tasks. Each service task provides a message thread where you and the customer can communicate to help resolve the issue faster.
For more information, see Customer Tasks .
To create a service task, the customer clicks Create task . As a service provider, you are not allowed to create customer tasks.
To view the help for Customer Portal, click View guide .
The table displays details about each task associated with the resource selected in the Portfolio tree.
Click on a column header to sort the table.
Click on a row to open the task. In the Service task window, the customer can add messages, change status, and assign the task to someone.
As a service provider, you work with customer tasks in the Task Manager view in Building Advisor Portal. For more information, see Task Manager View - Customer Tasks Tab .
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Element |
Description |
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ID |
Displays the unique number used to identify the task. |
|
Title |
Displays the title of the task. |
|
Building |
Displays the name of the building that contains the equipment associated with the task. If the customer has access to only one building in Customer Portal, this column is hidden. |
|
Assigned To |
Displays the name of the person assigned to complete the task. |
|
Status |
Displays the status of the task. |
|
Planned |
Displays the date (local time) when the task is scheduled to be completed. Dates are displayed in orange if the date has passed and the task is still open. |
|
Last Modified |
Displays the date (local time) when the task was last modified. |
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Customer Tasks
Workspace Overview
Task Manager View - Customer Tasks Tab