Assigning and Prioritizing Tasks in Work.com

Problem

Salesforce announced Work.com in September 2020 to help businesses safely re-open and adjust to the "new normal" after the COVID-19 pandemic. You need a way to assign tasks to your employees, and you want a way to prioritize these tasks based on levels of urgency. Considering rules and restrictions change constantly, you also need an easy and quick way to change prioritization criteria as needed. 

Solution

To start, you will need to have Prioritization Helper downloaded, along with the Workspace Command Center package, and finally our free lightning component. 

The lightning component provides a list of tasks sorted by a configurable priority field. Tasks can be edited on the spot and will respond to location changes via the Workplace Command Center’s location dropdown.

Solution Option 1: Value Scoring

The admins create conditions for Value Scoring, focusing on two criteria: giving higher points to tasks with a High Priority, and tasks dealing with Employee Wellness. This way, workers should respond to employees taking sick leave, and adjusting other employee's schedules accordingly.

In the future, once there are less COVID cases, it's easy for admins to add new criteria fields, such as keeping track of which employees have received a vaccine. 

Solution Option 2: Matrix Scoring

The admins build a matrix, setting the Object they are prioritizing as Task. The default priority is provided by a matrix on the original Priority field and the Action Category field from the Workplace Command Center package.

The admins then rank the criteria and input values for each cell. The higher the priority, the more weight it carries. They decide to give more points to tasks that are related to Employee Wellness. 

In the future, once there are less COVID cases, it's simple for the admins to go back and change the weights to give more priority to new tasks, such as keeping track of which employees have received a vaccine.