Searching for a Task to Claim

1. Click the View All button from the Task Portlet.  The Task Inventory page displays.

2. Apply filters to search for a list of tasks pertaining to the user's job assignment.

   • Region: Leave blank

   • Location: Select the appropriate office location

   • Queue: Select the applicable queue

   • Status: Select New

   • Contact Type:   Leave blank

NOTE: To perform a new search with different criteria, click the caret located above the Search Results Summary.

3. Click the Search button.  A list of tasks fitting the search criteria displays.  These can be sorted using the carets associated to each listed result.  Only one column can be sorted at a time.