Task Creation

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 Task Assignment on NVC360

As you create tasks on NVC360, you can assign them manually or automatically, depending on your preferred workflow.

1. Creating a New Task:

• Choose “Create Task” or “Bulk Import Tasks.”
   
• Fill out all required details in the task creation form.
   
• Select a team from the dropdown.
   
• Choose one or more agents in the “Assign Agent” section.
   
• Click “Submit” to finalize the task.
   

2. Assigning Existing Tasks:

• Navigate to the “Tasks” panel on the left sidebar.
   
• In the Actions column, click the three-dot menu for a task and choose “Assign.”
   
• Select an agent and click “Submit” to complete the process.
   

3. Assigning from the Dashboard:

• From the dashboard, open the “Unassigned” tab on the top left panel.
   
• Click on the “Assign Agent” button on the task tile.
   
• A popup will appear with a dropdown list of idle agents.
   
• Select the agent to immediately assign the task.
   

Automatically assign tasks in NVC360 using the Auto Allocation feature for maximum efficiency.

To Enable/Disable Auto Allocation:Go to Menu > Settings > Account Setup > Auto Allocation.

Auto Allocation is based on two core factors:

• Nearest agent (based on displacement)
   
• Available agent (based on scheduling)
   

You can configure notifications and task assignment methods in several ways:

1. One by One:

• The request is sent to the nearest and most available agent.
   
• If the agent doesn’t respond within the set time or declines, the system automatically forwards it to the next best option.
   

2. Send to All:

• Broadcasts the request to all available agents.
   
• The first to accept gets the assignment.
   

3. Batch Wise:

• Requests are sent in batches based on distance, timing, and group size.
   
• The task is assigned to the first agent who accepts within each batch.
   
• If no one accepts, it remains unassigned.
   

4. Round Robin:

• Distributes tasks evenly among agents by balancing maximum task count and proximity.
   
• NVC360 filters out agents who’ve reached their task limit for the day, then assigns the task to the most optimal remaining agent.
   

5. Nearest Available:

• Tasks are force-assigned based on distance and current availability.
   
• The agent closest to the task location or currently idle gets the assignment.
   

6. First In First Out (FIFO):

• Tasks are queued in order of creation.
   
• New tasks won’t be assigned until earlier ones are.
   
• This method also supports batch-based notifications using distance, time, and group size parameters.