Series: Set up work automation
Create a workbin
The following permissions:
- Workitems > Workbin > Add, Delete, Edit, View
- Workitems > Worktype > Add, Delete, Edit, View
- Workitems > Status > Add, Delete, Edit, View
- Workitems > Workitem > Add, Delete, Edit, View
- Workitems > Workitem Schema > Add, Delete, Edit, View
To access the List View:
- Workitems > queryJob > All Permissions, Add, View
- Workitems > queryJobResults > All Permissions, View
Workbins are asynchronous storage areas that belong to a division. If workitems do not automatically route, agents can access the workbin and assign themselves a workitem. For more information, see Work with workitems.
- Click Admin.
- Under Task Management, click Workbin. The workbin dashboard opens.
- Click Create New Workbin.
- Enter the following details:
- Name: A unique name.
- Description: A description that describes the nature of workitems in the workbin.
- Division: Select the division to which the workbin must belong. Once set, you cannot change the division of a workbin.
- Click Save.