View tasks related to the ticket in the right side of the screen.
View tasks related to the contact or company in the right side of the screen. Sometimes a ticket may be submitted and an update they are asking about is already on someone’s todo list, etc. Would be good for the agent to be able to reference this information.
Agree, tickets are the natural follow up reminders for agents in HubSpot so not having it within helpdesk or a conversation inbox is counter-intuitive. Is there another reminder feature that I haven’t seen yet?
If the sidebar has not been customized: No action needed! The “Tasks” card will show up automatically on the system default help desk sidebar.
If the sidebar has been customized: The “Tasks” card will not show up automatically on default or team sidebars that have already been customized by an admin. To add the “Tasks” card to a customized sidebar, navigate to Help Desk settings > Sidebar customization and choose the sidebar view you’d like to update. From there, select “Add cards” and select the “Tasks” card (under “Standard cards”).
Creating Tasks
Click the “Create task” button on the “Tasks” card.
Fill out the information in the pop up, and click “Create”.
Viewing Tasks
Any tasks associated with a ticket will show up on the new “Tasks” card in the sidebar.
Click on a given task to expand it in order to view and edit task details.
