Start A Task Start A Task : When you click on the task title on the home page you get all the task details. At the bottom there will be an Acknowledge/Accept button (depending upon what the user has selected) Once you Acknowledge/Accept the task, it will automatically redirect you […]
Acknowledge A Task – Accept/Decline
Acknowledge A Task – Accept/Decline The option to acknowledge a task appears if Accept/Decline Tasks is not selected by the user from the back end (i.e. at the workflow page of the dashboard). The acknowledge button will appear in the middle of the screen. Clicking on the “Acknowledge” button will […]
Download And Install Agent Mobile Apps
Download And Install Agent Mobile Apps Download And Install Agent Mobile Apps Tookan comes with both iOS and Android apps for the field workforce. The apps are compatible with Apple iOS 8+ and Android 4.0+ phones. Once the Agents are added to the dashboard they will receive an SMS and email with […]
How to set recurring tasks on Tookan
Setting Recurring Tasks on Tookan A Simple Guide For Recurring Tasks Recurring Tasks – Create tasks once without any hassles of entering details again and again. Recurring Task is a feature under Tookan Extensions which will let you create task once, allowing you to enter the frequency i.e. how often you […]
Bulk Delete Tasks
Bulk Delete Tasks Bulk Delete Tasks : Go to the Tasks panel on the Tookan dashboard. Click on Tasks and complete list of tasks will open. You can delete a task/tasks anytime depending upon your requirement. Once deleted it will be removed from the dashboard and the agent’s mobile app. To delete […]
Edit Task
Edit Task You can Edit Task on Tookan at any point of time, using any of the following two ways: FIRST Go to Dashboard > Task Panel > Task Tile > Click on right arrow (>) button. Task Details, Customer Details and History will appear. Click on three dots icon […]
Task Details on Tookan
Task Details Tookan enables you to check the task’s status and task details in simple steps: Go to the Tasks panel on the Tookan dashboard. Click on Tasks and a complete list of tasks will open. Click on the task that you want to view details of. A small window […]
Different ways of Task assignment on Tookan
Task assignment on Tookan to an agent can be done in three different ways: FIRST Create a new task, by selecting any one of the following – Create Task OR Bulk Import Tasks Fill in all the details in the Task creation form. Select a Team from the drop down. Choose one […]
Bulk Import Tasks
Bulk Import Tasks Through bulk import, you can upload multiple tasks on the admin dashboard in one go. To bulk import tasks go to the ‘Create Task’ button and click on the drop-down button with Create task option and select ‘Bulk Import’, as shown below. Next, download the CSV file […]
Create Task
Create Task Tookan offers multiple methods for creating tasks: This article focuses on the process of creating tasks directly from the admin dashboard. Creating a Task Manually The ‘Create Task’ button is located right side of the top bar for easy accessibility. To create a task manually, click the “Create Task” button […]