Order Tasks form
The Order Task form enables you to review and update the fulfillment tasks that are associated with the selected order.
| Field | Description |
|---|---|
| Number | System-assigned ID for the task, starting with a prefix of TASK. |
| Account | Name of the customer account. |
| Primary contact | Primary contact for the customer account. |
| Order line item | Order line item associated with the order task. |
| Parent | Parent product, service, or resource order associated with the order task. |
| Short Description | Short description of the order task. |
| State | Current state for the order task. To view a listing of selections, select the down arrow Image omitted: field-selection-list.png icon:</p>
Processing for the order task is open, and no processing is taking place.
Processing for the order task is still in progress, or in fulfillment.
Order tasks that are on hold due to issues or errors.
Order task scheduled for processing.
Order task that is stalled due to the lack of information.
Issues blocking the processing of stalled order tasks have been resolved.
Processing for the order task is complete. It is a system-assigned state. Note: After your agents complete all fulfillment tasks for the order task, the state is automatically set to Closed Complete.
Processing for the order task was canceled.
Order task that is still being created by the system or manually. |
| Priority | The priority of the order task. The available options are:- None - 1 - Critical - 2 - High - 3 - Moderate - 4 - Low - 5 - Planning |
| Assignment group | The group of agents to which you want to assign the order task. |
| Assigned to | Name of the agent who should be assigned to the order task. |
| Short description | Optional description for the order task. |
| Additional comments \(Customer visible\) | Free-form work order text that your customers can view. |
| Work notes \(Private\) | Free-form private work note text for the product order. This work note text is for internal purposes only, and the customer can't see it. Enter the work note text, and then select Post Work notes. |
| Activity | Activity stream section for viewing all processing activities that have taken place for the selected order task. It includes a message that indicates that the order has been approved for processing and fulfillment.To expand, collapse, or filter by activity stream: - Select the activity stream filter icon Image omitted: activity-stream-filter.png - Select the search icon to filter by post types, field changes, or flagged items. Image omitted: field-search.png - Select the sort descending icon to search the required information in the activity stream. Image omitted: sort-descending-outline-24.svg to sort the activity from oldest to newest or select the sort ascending icon \[Omitted image "sort-ascending-fill-24.svg"\] Alt text: for the opposite action. |
| Attachments | File attachments for the order task. Select Select file to add the file as an attachment. |
Parent Topic:Order Management reference