FEAT-CRM-ACT-03Managing Task Work

FEAT-CRM-ACT-03

Managing Task Work

DocumentDraft
Product intentProposed

Planning

Key concepts: CON-CRM-ACT-003
Actors: ACT-CRM-006, ACT-CRM-001, ACT-CRM-002, ACT-CRM-007
Capabilities: CAP-CRM-ACT-010, CAP-CRM-ACT-011, CAP-CRM-ACT-012, CAP-CRM-ACT-013, CAP-CRM-ACT-014, CAP-CRM-ACT-015
Journeys: JNY-CRM-ACT-002

KindFeatureProduct areaCRMModuleActivities, Follow-ups and Task WorkRevision2

Read atservices-crm a8d1364freact-console baf6dae3

Managing Task Work

Purpose

Staff manage personal and shared work through tasks. This feature groups task recording, routing, closing, views and overdue attention.

Show evidence (sources, provenance, origins, pinned commits)

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

In This Feature

Key Concepts 1

CON-CRM-ACT-003TaskDraftIntent ProposedCode Observed

Capabilities 6

CAP-CRM-ACT-010Record and maintain a piece of workDraftIntent ProposedCode Inconsistent
CAP-CRM-ACT-011Complete, cancel and reopen work with clear attributionDraftIntent ProposedCode Observed
CAP-CRM-ACT-012Assign shared work and claim it from a queueDraftIntent ProposedCode Inconsistent
CAP-CRM-ACT-013Offer work to a security role and reserve it by claimDraftIntent ProposedCode Partially observed
CAP-CRM-ACT-014Work from personal and shared task viewsDraftIntent ProposedCode Partially observed
CAP-CRM-ACT-015Route overdue work to the people responsible for itDraftIntent ProposedCode Partially observed

Journeys 1

JNY-CRM-ACT-002Take a task through completion, reopening and cancellationDraftIntent ProposedCode Observed

Capability Test Specifications 6

Outcomes: Work represented by durable recordsAttributable closing decisionsShared and overdue work made discoverable
Delivery status: planned