All 8x8 Contact Center tasks are accessed from the Tasks tab. You can search and retrieve task records by performing a basic or advanced search.
Basic search: Allows you to search for tasks:
by task number
by task subject
created by specific agents
assigned to specific agents
To perform a basic search for tasks:
Go to the Tasks tab.
In the Display Panel, click Search.
8x8 Agent Workspace displays the basic search interface.Click the Search button to retrieve all tasks.
OR
Perform any or all of the following, and click Search:Enter a task number.
Enter a task subject.
Select an agent who created a task.
Select an agent or group to retrieve tasks assigned to them.
A list of task records matching the search criteria displays.
Advanced search: Allows you to search for tasks by any field defined in a task record. You can create nested queries by using the AND logical operator. Additionally, you can look for multiple values for a field. For example, to access all media types, you can search for multiple values such as the phone, chat, email, and voicemail statuses. Use the advanced search feature to search for a larger set of default and custom fields than are available in basic search. To perform an advanced search, click Advanced from the basic search window.
