Nextiva CX - Workbaskets
Article 000003666 · Updated Jun 9, 2025 · 1,570 views
A Workbasket is a group of users within NextivaCX. It's a great way to organize your team and ensure that cases are assigned to the right people. The Organizer can be used to route cases directly to specific Workbaskets, making collaboration a breeze.
- Select Settings.
- 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 Work Basket in the left box that appears under Others.
- All previously created Workbaskets will appear on the right.
- Select New Workbasket.
- Enter the Workbasket Name to distinguish the new Workbasket from previously created Workbaskets.
- Enter the Workbasket Description.
- Enter the Group Email.
- Select the Users that should be part of the Workbasket. This is done by selecting the circle under Access next to each Users name.
- When all Users have been added, select Save.
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