Merative Ideas Portal

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We invite you to shape the future of Merative, including product roadmaps, by submitting ideas that matter to you the most. Here's how it works:

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Status Under review
Categories Social Program Management Platform
Created by Guest
Created on Apr 4, 2024

RELATED IDEAS

Introduce new Task Statuses

In addition to the OOTB Open, Deferred and Closed task statuses, ESDC would like to introduce two new task statuses -

Cancelled - If a task was created in error and just closed, it must be be easily differentiated from the work that is truly completed and then closed.

On Hold - ESDC would like to introduce a new functionality 'Bring Forward'. When working on the task, if the user determines that this task must be pended until a future date (e.g. client out of country), they assign it a bring-forward date and push it back to the queue. One of the differentiating factor between OOTB Defer and ESDC Bring-Forward is that if task that is brought-forward, it can be worked on by anyone once assigned (when BF date is reached). Whereas, a defer task is not available to anyone else other than the user who marked it deferred.

Customer Name ESDC, Ottawa
Market Segment WH Government
Type of Request Customer Requirement
Market Opportunity

Organizations that do not use case ownership and instead the work is assigned to any available user within organization, the ability to set bring-forward provides better experience to client. E.g. What if the user who deferred is on leave and the task is unattended for couple of days. ESDC backlog is massive for constant monitoring.

Organization must be able to differentiate between cancelled v/s closed tasks to produce better reports.
Usage frequency + #/type of users impacted

7000+ users
CURAM:Workarounds + Proposed Solution

ESDC has extended the task status code table (restricted) to introduce On Hold status, however it's not working as desired to due to downstream impacts.

ESDC has introduced a new Task Change Type to capture the reason at closure 'e.g. Opened in Error' , however user experience isn't appropriate due to the additional clicks.
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  • Admin
    Graham McCrindle
    Reply
    |     Apr 5, 2024

    Hi Vishek,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,

    Graham McCrindle, CURAM Product Management Team