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Handling Tasks

Everything in Connie comes to you as a task — whether it's a phone call, an email, a text message, or a fax. Tasks appear in your Task Queue on the left side of the screen, and you accept them by clicking the green checkmark.

This section covers how to handle tasks on each channel:

How Tasks Work​

Regardless of channel, every task follows the same lifecycle:

  1. A task arrives in your Task Queue
  2. You accept it (green checkmark) or decline it (red X)
  3. You work the task — respond to the client using the appropriate channel tools
  4. You complete the task — select a disposition, add notes, click Complete

Accepting or Declining​

When a task appears:

  • Click the green checkmark to accept and start working on it
  • Click the red X to decline — the task goes back to the queue for another agent
  • If you do nothing, the task will eventually time out and route to someone else

Completing a Task​

When you're done:

  1. End the interaction (hang up, click End Chat, etc.)
  2. The task enters Wrap Up — your time to finish notes
  3. Select a Disposition (closing code) — for example, "Resolved," "Follow-up Required," or "Escalation"
  4. Add notes about the interaction (optional but recommended)
  5. Click "Complete" to close the task

Multi-Tasking Rules​

  • You can only be on one call at a time
  • You can handle multiple chat and SMS conversations at the same time
  • You can work on chats while on a phone call

Assigning to Another Staff Member​

If a task needs someone else's expertise:

  1. Click "Assign to Staff"
  2. Select the staff member from the dropdown
  3. Add a brief note explaining why
  4. Click "Assign"

For handing off an active conversation, see Transferring Tasks.

Best Practices​

  • Acknowledge receipt quickly — even if a full response takes time
  • Prioritize urgent tasks — marked with priority indicators
  • Document everything — see Recording Notes
  • Keep your status updated — set to "Available" when ready, "Unavailable" when you need a break

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