Queues: The Fundamentals

Create and manage your queues as described in the following sections:

• What is a Queue?
• Create a Queue
• Configure a Queue
• Preview data in an object
• Delete a Queue

What is a Queue?

Queues are a way of assigning tasks or items to members in order to efficiently delegate work and or case loads across your team. Queues use a combination of objects and views in order to properly configure. Click here to read more about [[views]] and [[objects]] click on the links.

Create a Queue

To Create a Queue:

1. Open settings from the User menu.
2. Select Queues  from the Access Control dropdown menu.
   
3. Click + Add New in the top header of the Queues list view to add a new Queue.
4. Fill out the required fields and hit Save.

Configure a Queue

Add Users to a Queue:

1. From the Queues list view select the name of the Queue you wish to configure.
2. Select + Add New Queue Member from the Queue Members table.
3. Configure the Member settings.

   Setting	Description
   User	Select the user you wish to assign to the queue. If they are not present you may add a user by clicking + Add New Item in the dropdown.
   Active	This is a check box which signifies the members status in the queue.
   Round Robin	This is a checkbox of the queue type. Default queueing type is Round Robin signifying a first in first out queue assignment.

4. Click "Save" to save your configurations.

Add Objects to a Queue:

1. From the Queues list view select the name of the Queue you wish to configure.
2. Select + Add New Queue Object from the Queue Objects table.
3. Configure the Object settings.

   Setting	Description
   Object	Select the object you wish to assign to the queue. If the object is not present you may create an object by clicking + Add New Item in the dropdown.
   Active	This is a check box which signifies the members status in the queue.
   Assignment Type	This is a dropdown of the queue type. Round Robin is signifying a first in first out queue assignment. Workload Based [[TODO]]. Assign to Queue [[TODO]]

4. Click "Save" to save your configurations.

View the Queue Configuration

To view the queue configuration:

1. Open settings from the User menu.
2. Select Queues from the Access Control menu.
3. Select the queue in the list that you want to view.
4. Click the queue name or ID to be taken to the detail view.

Delete a Queue

To delete a Queue:

1. Open settings from the User menu.
2. Select Queues from the Access Control menu.
3. Search for the Queue in the list that you want to delete.
4. Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.