Recommendations Engine
The Recommendations Engine enhances task management by providing intelligent suggestions for prioritizing and taking action on tasks within a cluttered inbox. These intelligent recommendations support the decision-making process, helping users identify the most impactful actions and avoid overlooking tasks close to their deadlines. The Recommendations Engine has the following key features:
Identifies tasks that will be overdue in the next 24 hours.
Suggests marking tasks as high priority or reassigning them to another user.
Recognizes similar tasks and recommends creating a rule for consistent handling.
Analyzes user behavior in handling similar tasks and then suggests actions based on these insights.
Users can navigate their tasks with confidence, leveraging data-driven insights to prioritize and complete tasks effectively.
The Recommendations Engine displays recommendations at the following locations:
Watch the following product tour to learn how the Recommendation Engine works.
View Task Recommendations
Task recommendations are automatically displayed at the top of task list and the participant welcome screen, and highlights tasks that will be overdue in the next 24 hours. No recommendations will be displayed if there are no tasks due in the next 24 hours. Follow these steps to view these recommendations:
Ensure that you are logged in to ProcessMaker Platform.
If there are any tasks with due dates within the next 24 hours, a message display informing the user of the approaching deadline.
Do one of the following actions:
Create Inbox Rules from Recommendations
Use Tasks Recommendations to create Inbox rules for common scenarios. Follow these steps to create Inbox Rules from current recommendations:
If there are any tasks with due dates within the next 24 hours, an information message will be displayed indicating this.
Disable Recommendations
ProcessMaker Administrators can disable the Recommendation Engine per-user basis from the User's Profile. When the option is disabled, the user will not see any Task recommendations. Follow these steps to disable the Recommendation Engine for a user:
Task Recommendations are enabled by default. Select the Disabled option to prevent the user from receiving recommendations.
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