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.

 

  1. Select Settings.

  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 Work Basket in the left box that appears under Others.



  5. All previously created Workbaskets will appear on the right.



  6. Select New Workbasket.

  7. Enter the Workbasket Name to distinguish the new Workbasket from previously created Workbaskets.

  8. Enter the Workbasket Description.

  9. Enter the Group Email.



  10. Select the Users that should be part of the Workbasket. This is done by selecting the circle under Access next to each Users name.



  11. When all Users have been added, select Save
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