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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure Universal Task for your service

Configure the Universal Task application for your service so that you can create and assign tasks to employees.

Before you begin

Role required: sn_uni_task.admin

Procedure

  1. Navigate to All > Universal Task > Administration > Universal Task Configuration.

  2. Click New.

  3. On the form, fill in the fields.

    For more information on form fields and descriptions, see Universal Task Configuration form.

  4. Click Submit.

Parent Topic:Configuring your service for Universal Task

Previous topic:Define the agent criteria for Universal Task

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