Nextiva CX - Organizer to Assign Cases to a Workbasket
Article 000003667 · Updated May 28, 2025 · 1,400 views
- Select Settings from the left-hand toolbar.
- Select Workspace Management.
- Select the Workspace you would like to add the Workbasket to by selecting the pencil icon next to that Workspace name.
- Select Organizer in the left box that appears under Others.
- 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.
- 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.
- Once the IF is assigned, select Assign as the action on the message.
- In the Assign To section, select the Workbasket that should be assigned.
- When complete, select Save.
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