EnquiryDesk
  • What is EnquiryDesk?
  • Guides
    • Managing your enquiries
      • Merge enquiries
      • Duplicate enquiries
    • Assigning an enquiry
    • Actioning an enquiry
    • Customisation
  • Fundamentals
    • Enquiries
    • Referred Enquiries
    • Task Lists
    • Users
    • Teams
    • Configuration
    • Statistics
  • Use Cases
    • For Reception and Triage
      • Case management Integrations
      • Contact form integrations
    • For Caseworkers
    • For Supervisors and Directors
  • Extras
    • FAQs
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  1. Fundamentals

Task Lists

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Last updated 3 years ago

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Good to know: EnquiryDesk arranges All Enquiries into two lists: Unassigned and Assigned.

Enquiries that are Unassigned have not yet been assigned to an individual or team (see ). Assigned enquiries have been assigned, but are not yet Closed.

Task lists record the number of enquiries and this number updates automatically as and when an action is taken.

To navigate the task list, you can:

  • Use Search

  • Filter results according to date range

  • Filter results according to Type of enquiry, Area of law, Referrer

Assigning an enquiry
How to navigate task lists