How do I sort the new tasks Alori makes?
Open Tasks › To sort. For each new task, click Keep, Throw out, or ⋯ to fold it into another task or put it off. Anything left a day is kept.
When your team has two people or more, the tasks Alori makes on its own wait in Tasks › To sort. Click Keep, Throw out, or ⋯ to fold one into another task or put it off. Anything nobody sorts within a day is kept for the person shown.
Also called: triage, inbox for tasks, new tasks, task inbox, sort tasks, à trier, tri des tâches, nouvelles tâches
These are the tasks from Alori's automatic rules (a quote with no answer, a late invoice, a website request, a missed call from an unknown number…) and the call-back tasks after an unhappy satisfaction answer. Tasks a person adds skip To sort. Until a task is sorted, it shows a New tag everywhere it appears, and it still counts on the person's list.
Step 1: Open To sort
Click Tasks, then the To sort tab. The tab only shows while new tasks wait, with how many. On your dashboard, To handle also shows a new tasks to sort line that opens it.
Click: Tasks › To sort
Step 2: Check who it's for, then keep it
Each task shows why Alori made it and who Alori picked in For. Change For if someone else should do it, then click Keep. The task leaves To sort and stays on that person's list.
Click: For › Keep
Step 3: Throw it out, fold it or put it off
Throw out cancels the task.
⋯ › Not useful for this customer throws it out, and that rule makes no more of these tasks for this customer.
⋯ › Same as another task… folds it into an open task about the same thing. Pick the task: the new one is thrown out and the one you picked notes it in its activity.
⋯ › Later: tomorrow, Later: Monday or Later: in a week takes it off the list until that day. If it was due earlier, its due date moves to that day.
Every choice shows Undo for a few seconds.
Click: ⋯ › Same as another task…
Go faster with the keyboard
On a computer: J and K move between tasks, A keeps, D throws out, M opens Same as another task…, S puts it off to tomorrow and Enter opens the task. The letters show on the buttons.
Who can sort
Admins sort. To let someone else sort, open Users › Roles, pick their role and turn on Sort the new tasks Alori makes. Everyone else sees the same tasks on their lists with the New tag. If you work alone, there's nothing to sort: new tasks go straight to you.
You can also ask Ask Alori "what's new to sort?" or "keep them all for Julie".
If it doesn't work
I don't see To sort. It shows only while new tasks wait, and only to admins and roles with Sort the new tasks Alori makes. Working alone, there's no tab.
"Only an admin or a role with Sort new tasks can sort them." Ask an admin to turn the switch on for your role.
"Pick another open task: this one is closed or already folded." Pick a task that is still open.
A task left To sort by itself. Nobody sorted it within a day, so Alori kept it for the person shown, or it was done or closed meanwhile.