Task Settings
Configure the options agents use when logging and completing calls: call statuses and feedback templates.
Call Statuses
The outcome you tag on a call (e.g. Connected, No Answer, Callback Requested).
Add a status
Click + Add Status.
Configure it
Set the name, a sort order, and the outcome type (e.g. Successful).
Saved
Click Create — the status joins the list.
Feedback Templates
Pre-written notes agents can pick when completing a call.
Add a template
Click + Add Template, then enter a name and the template content.
Saved
Click Create Template — a success toast confirms and the template appears as Active.
