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Tasks tab

The Tasks tab creates and maintains a list of tasks by ticket. Tasks organize a Service Desk ticket into a series of steps. Each task can be assigned a different assignee and tracked individually for completion. You can add notes and hours worked by individual task. All tasks for all tickets can be listed, sorted, filtered, searched and viewed using the Tasks Associated with Tickets page.

Note: See Task Information.

Actions

  • New - Creates a new task for ticket. See Adding / Editing a Task.
  • View - Displays a task without allowing any edit changes. Selected users may only have access to viewing a task, depending on their role.
  • Edit - Edits a selected task.
  • Add Note - Enters notes and reports hours worked for a selected tasks. See The Add Note Dialog.