Website - Schedule a Task (Department Lead)

 Learning Outcomes   

After completing this unit, you will be able to: 

1. Create a Task as a Department Lead
2. Assign a Task as a Department Lead

As we use the Service Blueprint (SBP) as a CX Strategy document, adding and scheduling tasks to a SBP turns the document into a 24/7 Management tool that is interactive and employee-encompassing.

Note: The following steps are for the Website version of traCXio, Department Lead accounts only.

1. Open the traCXio website, and log in using your credentials.
   
   
2. Select Tasks in the horizontal navigation menu.
   
   
3. Click on the Create New button.
   
   
4. Upon selecting the Create New option, you will be directed to the Create Tasks page.
   
   
5. Click on the Title box and enter a short but detailed title that indicates your given task.
   
   
6. Click on Select Department and assign the appropriate department from the drop-down menu.
   
   
7. Add the relevant Service Blueprint, by clicking on Choose SBP.
   Note: Your SBP must have a Published status, for it to be viewed in Tasks.
   
   
8. To Select Employee Actions, click on the Select Actions button.
   
   
   • • Select all relevant Employee Actions from the new window. A blue tick will appear next to the Actions you have selected. Note: Click on Load More to view all options.
     • To save, click on Select Actions on the bottom right-hand corner.
     • Your selection will appear below Actions on your screen.
       
       
9. To Select Support Actions, click on the Select Support Actions button.
   
   
   • • Select all relevant Support Actions from the new window. A blue tick will appear next to the Actions you have selected. Note: Click on Load More to view all options.
     • To save, click on Select Actions in the bottom right-hand corner.
     • Your selection will appear below Support Actions on your screen
       
       
10. Then click on the Description box and type in a description befitting of your Task.
    
    
11. Assign your task a Start Date and End Date. Click on the calendar icon on the right-hand corner to find a specific start date. Repeat the same process with the end date.
    Note: You can select the current day for this step.
    
    
12. Using the Observation Window drop-down menu, select within what amount of time you’d like the tasks to be observed.
    Note: the task will be accessible to the CX Champion 30 minutes before the start time, to allow more flexibility.
    
    
13. Using the Frequency drop-down menu, select how often you wish the observation to be repeated. E.g. Daily, Weekly, Monthly, Annually.
    
    
14. Using the Occurrence drop-down menu, select the number of times you wish the task to be observed.
    
    
15. Save your Task by using the Save button on the bottom right of the screen.
    Note: To cancel the Task, select the Cancel button on the left side of the Save button.
    
    
16. You have successfully scheduled a Task and you will be brought back to the Tasks landing page.