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- Task Queue Management
- Get started
Get Task Queue Management running in four steps.
Create an account and pilot one queue type from arrival through a verified result.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Task Queue Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Task Queue Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Get started to open Task Queue Management, then use Proto to prepare the first operating setup. Name the organization and people who will manage queues, work tasks, review decisions and resolve follow-up actions.
Prepare the first operating cycle
Choose a source work type and bring a few real-shaped examples with a stable source record ID. Agree how arrival date, priority and SLA due date are set. Load an active assignment rule for the organization and identify its reviewers. Prepare at least one queue with several tasks and an external receipt example. Follow the implementation plan for the rehearsal sequence.
Review before release
Assign a sample queue and inspect its owner, reason, pending decision and state history. Ask a separate reviewer to decide on the revision. Work a task, verify its external receipt and inspect the operation run before treating the result as complete. Finally rehearse a failed attempt, an assigned follow-up and a documented successor revision. Agree who will inspect Queue Operations Overview each day for SLA exposure and handler load.
Set up Task Queue Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.