Nextiva CX - Organizer to Assign Cases to a Workbasket

Article 000003667 · Updated May 28, 2025 · 1,400 views
  1. Select Settings from the left-hand toolbar.

  2. Select Workspace Management.

  3. Select the Workspace you would like to add the Workbasket to by selecting the pencil icon next to that Workspace name. 



  4. Select Organizer in the left box that appears under Others.



  5. All previously created Organizers that apply to this Workspace will appear on the right. From this page, you can Create a new Organizer or edit an existing Organizer.



  6. Assigning a Workbasket takes place in the THEN section of the Organizer. This means, the User needs to decide what actions constitute the Workbasket being assigned (IF) first. 

  7. Once the IF is assigned, select Assign as the action on the message.

  8. In the Assign To section, select the Workbasket that should be assigned. 



  9. When complete, select Save.
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