A telephone task is a specialist type of task designed to facilitate call handling
It has the following properties
| Property | Description |
| Call Type | Select the type of call being made. |
| With |
Select who the call is being made to. Click on the arrow to view a list of all Participants on the current work item. Click on the icon to select one. |
Phases
It has the following phases
- Complete - The call was completed successfully.
- Left Message – a message was left. The Task remains in the worklist for a follow-up action.
- Not Required - a call is no longer required. The Task is removed.
- Scheduled - A Task is added to the worklist (on the Due Date) and acts as a reminder to complete the call.
Use the Ribbon bar buttons to set the Phase.
A Task is created in the worklist which can be opened and the Phase changed at any time.
Setting a Phase to Complete or Not Required removes the Task.