Setting Assignment Escalation Dates

Last Updated: 05/03/2018 Introduced in Version: 2.0

Assignments can have the status changed to “Escalated” by setting the Escalation Date property. To set an assignment’s Escalation Date, open the Assignment’s entity Action menu and select Manage Assignment > Set Escalate Date. The purpose of escalation is to advance a task to the next level of action. An action could be built using flows that monitor for an Escalated task state.

Example

Our example assignment begins on December 12, 2016. If no action is taken on it, it will remain assigned to us indefinitely. To fix this, we configure it to escalate to the next level if no action is taken by June 7, 2017.

First we will navigate to the folder where the actual Assignment entity resides. In this case, it is our My Home folder task list.

 

 

In the Set Escalate Date popup, we will use Date and Time selectors to choose an Escalate Date value of 6/7/17 which, in our current configuration, equates to June 7th, 2017.
 
 
 
 

When we return to My Home, we can see the assignment’s Escalate Date has been set to 6/7/17.

 

Additional Resources