Adding To-Dos to Tickets

Service Desk > Tickets > (selected ticket) > Service Calls & To-Dos

The Service Calls & To-Dos tab adds to-dos to a ticket. To-dos can be assigned to yourself or any other employee. To-dos provide each user with his or her own system-wide checklist of reminder tasks to perform, with due dates and completion states. Each user's entire to-do list displays on module dashboard pages.

Adding To-Dos to Tickets

1. Select the Service Desk > Tickets page.
2. Click an existing ticket.
3. Click the Service Calls & To-Dos tab click Add.
   • Client
   • Location
   • Complete - Yes or No
   • Start Date
   • End Date
   • Description
   • Click Save.