A Task is a to–do or a request for information from someone within the team regarding a specific ticket. Tasks can also be used to remind you or a team member to do something on a specific date.
- When a task is created the owner is emailed to notify them that it exists.
- A user will be able to see a list of their tasks and tasks they have assigned to others.
- Completed tasks continue to show on tickets but will disappear from users dashboards.
- When a task is completed the originator is notified via email.
Step 1: When in ticket or inspection list views simply click on Add Task.
Step 2: Choose who you would like to create the Task for from the drop down list.
Step 3: Make sure to complete the Task Details field with enough information to help you or the person who you are setting the task for, fully understand what's required.
Step 4: Choose who is responsible for the task. That person will now be assigned that task. They will also get an email notifying them they have been assigned the task.
Step 5: Set the Task due date using the calendar wizard along with a reminder if applicable.
Step 6: Click Submit to create the Task.