Tasks

The tasks are the activities required to resolve the request. Creating tasks is not mandatory but a convenient feature to effectively work on a request. You can add tasks, assign technicians, and set due date for them.

The Tasks tab displays all the tasks done for a request. Here, you can perform the following activities:

1. Search: The search works on the content of the tab. It matches your query with all the content (that technicians have entered) to find the results. This search is case sensitive.
2. Sort: You can sort all the items in ascending or descending order.
3. Add Tasks: You can add new tasks.
4. Task List: You can view a list of tasks.

Adding a Task

When you add a new task from the Request Details page, the task automatically gets associated with this request. To add a task:

1. Click on the Add Task button. A popup appears.
2. Fill all the details of the task as shown below.

3. Once done, click Add.

Managing the Task

You can manage request related tasks from the task list. It is very similar to managing the request.

Here, you can do the following:

1. Set the status.
2. Set the priority.
3. Set the task type.
4. Set the assignee.
5. Set the technician group.
6. Set the start and end date of the task.
7. Edit or Delete the task.
8. Done or Reopen the task using the Done button.
9. View the task details using View Details button.