When you’re in the Help Desk responding/managing tickets, you will often get requests for things you’ll need to do for a customer. Easily creating a task within this view seems rather basic and obvious. I feel like I often find these kinds of missed opportunities. It’s almost as if whoever designed the UI didn’t take a few extra moments to think of how the user will actually use it (as opposed to how to design it for the user).
Status: Delivered
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Tasks can now be created, viewed, and edited directly from the help desk sidebar! More information:
Configuring the “Tasks” Card on the Sidebar
- 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.