Cie Desktop

Owned by Marie-Noëlle Lamothe
Last updated: Jul 02, 2020
3 min read

The employees interactive center allows to send different tasks within the company. These can be use as reminder for the own user as well as a communication means between employees or department. It can ensure communication follow-up, while regrouping them all in a single place, usually directly linked to a project.

 

It’s possible to send tasks from multiple place within the application:

  • Customer File



 

  • Quotation, order, work-order and invoice file

 

 

  • Automatic tasks from the processor

 

 

 

  • Cie Window

 

 

 

 

 

When creating the task, the ‘'customer’' and ‘'type’' field will be filled automatically based on the creation origin of it.

You will then have to select the employee it’ll be affected to and the date for which it needs to be completed.

‘'Date closed’' field will also be filled automatically upon completion of the tasks.

Title and description will be used to describe task or send a message to the selected employee through the interactive center.

 

As for the Action table, it allows to take action on a task and also display all follow-ups related to it.

Among possibles action to choose from, you will find:

  • Callback
    (allows to send a reminder to an employee)

  • Follow up
    (allows to add a note in the tasks, explaining the follow-up that was done)

  • Email
    (allows to send task through email)

  • Transfer
    (Allows to transfer task to an other employee)

  • Close task
    (Allows to close task and indicate its resolution)

  • Modification
    (Allows to modify an action previously done and displayed within the table)

  • Delete
    (Allows to delete one of the action displayed in the task table)

 

 

 

 

 

 

When receiving a task, it will be displayed in Cienapps home screen. Daily tasks are the ones that needs to be done by the day, while late tasks are the one that were not closed yet and have exceeded their due date.

If you double-click on the thumbnail, the interactive center window will open. This table allows you to quickly filter tasks per employee or date, as well as look at the opened tasks or closed ones.

This window will also offer the same action options that we previously saw in the tasks, with some additional ones which are batch transfer or close in batch, allowing you to select multiple tasks at once to perform this action.