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 AutoTask Manager



Included in PhoneTree® is the super-power feature that allows you to initiate the actions of a Task automatically, based on a trigger you set (like a certain time of day, or the appearance of a certain file). Once this is set up, the task will run automatically only if PhoneTree® is in the Call Center (like all other automated features). Here's how to do this:
  1. From the Admin Desktop, click the Configure AutoTasks button.
  2. The Configure Auto-Tasks dialog appears. Click the Add button.
  3. A list of the configured Task Icons will appear. Select the one you would like to automate from the list. Type a description directly in the Automated Task Description column, if desired.
  4. The task you selected will now be displayed in the upper right corner. Now decide which type of Trigger you want to use to initiate this Task--either a Time Trigger (PhoneTree® will activate the task at the time you designate) or a File Trigger (PhoneTree® will activate the task whenever it detects the presence of a file whose location you designate). Choose the appropriate radio button for either a Time Trigger or a File Trigger.
  5. For a Time Trigger, click on the days you want in the Time Trigger box (the selected days will be shown in green). Click on the Time to change it (a pop-up box will appear allowing you to make changes). When you are finished specifying the day(s) and time, click the OK button. You will see the days that you selected and the time appear next to the name of the task in the list under the Trigger column.
  6. For a File Trigger you will show PhoneTree® where to find a file that will be placed in the same location each time it is updated (PhoneTree® will use this file when completing the Task you have set up). Click the Browse for a Trigger File... button (shown below). Then locate your file by navigating to it with the Locate Trigger File dialog. Click OK when done.
  7. Now, back on the Configure AutoTasks screen, you will see that the file path name (or the days that you selected and the time for a Time Trigger) is shown in the Trigger column. Click OK. This Task will now be performed automatically without your needing to click its icon on the Tasks Desktop.