Learn how to manage your assigned Alerts using the Alerts panel in the Hopper. This feature lets you view, complete, and access Alerts without leaving the case you’re working on.
⚠️ Accessing Alerts in the Hopper
The Hopper is always available on the right side of your screen. Use the Alerts tab to stay on top of your Alerts in one convenient location.
❓ When to Use
Use the Alerts panel whenever you need to:
- Review upcoming Alerts assigned to you
- Dismiss Alerts
- Quickly open Alerts in their related case
📘 Learn more about Alerts
✅ What It Does
The Alerts panel displays all Upcoming Alerts by default. From here, you can:
- View upcoming Alerts
- Switch to previous Alerts using the dropdown filter
- Dismiss Tasks as complete with one click
⚠️ Completed tasks are available on the My Tasks page and will not appear in the Hopper.
1️⃣ How to Access the Tasks Panel
- Click the Tasks icon when the Hopper is collapsed
- Or click the Tasks tab when the Hopper is open
Alert icon in collapsed Hopper | Alerts from an open Hopper |
|---|---|
|
2️⃣ Viewing and Dismissing Alerts
From the Alerts panel:
- Click the Alert date to open the task in its Case
- Hover on an Alert and click the Dismiss button to mark the task as complete
- Hover on an Alert and click the Edit button to open the Alert in its Case
✅ Key Benefits
- Centralized view of all Upcoming Alerts
- Quick access to Alert details without leaving your case
- Streamlined Alert dismissal
Comments
0 comments
Please sign in to leave a comment.