AI-generated summary
Genesys Cloud provides comprehensive workitem management capabilities through a Task List interface that enables users to view, organize, and process workitems across specified workbins and divisions. Access to these features requires granular permissions spanning multiple categories including Directory, Workitems (Workbin and Workitem), Manual Assignment, Queries, Bulk Operations, and Tasklist functions.
The Task List displays workitems in a consolidated view with default columns including Priority (numeric scale 0-25,000,000), Due Date (default 15 days from creation, updatable in 24-hour format), SLA Status (calculated from due date, non-editable), Expiration Date (updatable between one hour and workitem lifespan), Status (default Open, non-editable inline), and Routing State (adjustable via More options). Users with appropriate permissions can perform inline edits on Priority and Due Date, pull work from workbins for real-time processing, assign workitems to other users, and control routing attributes through the Workitem Details pages, which allow updates to Assignee, Priority, and Due Date.
The Assigned To field enables reassignment to division members through an Edit function, though restrictions prevent reassignment of connected workitems. Queue, Worktype, and External Tags fields display initial assignments and cannot be modified inline. The More menu provides additional actions including workitem termination (which removes items from the Task List), roster return functionality for parked items, disconnection from users, and deletion capabilities with state-based restrictions preventing deletion of workitems in Alerting, Connected, or Held states.
Task List customization options include displaying additional columns such as Name, Date Created, Last Modified, Custom Attributes (supporting up to 36 attributes maximum for optimal performance), and Case Reference, with column positioning adjustable through drag-and-drop functionality and a Reset View option for restoration. Bulk operations enable simultaneous actions on up to 200 workitems, including bulk termination through a dedicated workflow accessible from the Task List interface, with operations history maintained via operation IDs displaying success and failure counts.
Core attribute filtering enables users to filter workitems by worktype (up to five), status, workbin (up to five), queue, routing state, assignee, due date (one to seven days or overdue), external tags (up to ten), and specific workitem IDs. Custom attribute filtering is available based on worktype-specific schemas, supporting case-sensitive searches with configurable field, operand, and value parameters. Within individual schemas, filter relationships use AND or OR logic, while relationships between different schemas use OR logic. Users can expand or collapse all filters, hide terminated workitems, and clear all filters simultaneously.
View Options allow users to select date ranges, display all workitems, filter by assignment status (My Workitems, Unassigned, or Assigned), and reset views to default column arrangements. List View displays 25 workitems per page by default with configurable pagination options. Sorting functionality supports Priority, Due Date, and Creation Date columns, with additional capability to sort custom attributes after filtering by worktype. Genesys recommends sorting by numeric and date data types for optimal performance, as sorting by other data types may result in longer processing times. A toggleable My Workitems Only option enables display of either personal or all workitems, with meaningful results achieved when workitems are sorted within worktypes sharing the same schema.