Task Management

📄️ Overview

Tasks are the activities that are done to fulfill different types of requests. Also, the tasks can be independent activities that are not related to any module. The task management section keeps a track of all the tasks for an organization and displays the dependency of it on other areas. Here, technicians can create, manage, and track the tasks. Also, they can view the tasks assigned to them or assign a task to peer technicians.

📄️ Task List View

The Tasks list view allows Technicians to track and manage all the tasks at one place. You can also view the service requests and project-related tasks with a "Not Started" status.

📄️ Creating a Task

You can create tasks manually as well as automatically using a Task Schedule.

📄️ Task Details

To view the task details, either click on the subject or the view icon from the Task List page. It displays all the details along with the tickets that are related to it.

📄️ Updating a Task

When you are working on a ticket, you can update its basic details, parameters, other info, and various activities/actions associated with it. There are many approaches to update the tasks:

📄️ Deleting a Task

Deleting is simply an activity of removing any task. A task can be deleted in two ways:

📄️ Comments

Comments section is available on the details popup in the second tab. Comments helps you to communicate with the audience. By commenting, you can highlight issues or ask questions. You can comment on any task whether it is Open, Closed, In progress or Resolved state.