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About the Resource Center

Work with workitems

A workitem is a task or unit of work that appears in your Interactions panel. Each workitem has a particular type, and that worktype determines the structure and behavior of the workitem. Workitems are part of work automation. For more information, see Work automation overview.

You receive workitems either by ACD routing or directly from another user. Workitem notifications look much like interactions that appear in the Active Interactions roster.

The workitem notification card displays the following information:

  • The name of the customer if a matching External Contact exists
  • The division if linked to an External Contact
  • The assigned queue
  • The workitem name 
Notes:
  • You cannot edit the workitem information until you accept the workitem.
  • After you accept a workitem, the main panel displays the due date.
  • If the workitem has no external contact related to it, the card displays “No Name.”
  • With workitems, you can use a script to guide you through the process.