Creating a QTask Report

There are a few important steps when creating the report that drives the creation of the QTasks.

1. The report should have the Salesforce Record Id in the first column of the report.

2. The report should only contain records that need a QTask created. Once the agent has fulfilled the task, the record should fall out of the report criteria, or another QTask will be generated in a subsequent run.

For example: If you want a QTask created to alert someone to create an installation appointment, then you should have a filter that excludes all records that already have an installation appointment created. This will ensure that once an installation appointment has been created, the record will fall out of the report criteria and a duplicate QTask will not be created.