# Create a Task from Help Desk Conversations

**URL:** <https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826>\
**Category:** HubSpot Ideas\
**Tags:** tasks, conversations-inbox\
**Created:** [July 12, 2024, 2:18pm UTC](https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826 "2024-07-12T14:18:40Z")\
**Posts on this page:** 4\
**Page:** 1

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**Author:** ![Ricardo\_Mosey](https://avatars.discourse-cdn.com/v4/letter/r/7cd45c/32.png) [@Ricardo\_Mosey](https://community.hubspot.com/u/Ricardo_Mosey)\
**Post date:** [July 12, 2024, 2:18pm UTC](https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826/1 "2024-07-12T14:18:40Z")

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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).

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**Author:** ![rsail](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rsail/32/81270_2.png) [@rsail](https://community.hubspot.com/u/rsail)\
**Post date:** [August 28, 2024, 6:01pm UTC](https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826/2 "2024-08-28T18:01:03Z")

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**Author:** ![rsail](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rsail/32/81270_2.png) [@rsail](https://community.hubspot.com/u/rsail)\
**Post date:** [November 12, 2024, 4:31pm UTC](https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826/3 "2024-11-12T16:31:26Z")

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**Author:** ![rsail](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rsail/32/81270_2.png) [@rsail](https://community.hubspot.com/u/rsail)\
**Post date:** [January 10, 2025, 11:25pm UTC](https://community.hubspot.com/t/create-a-task-from-help-desk-conversations/111826/4 "2025-01-10T23:25:56Z")

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Tasks can now be created, viewed, and edited directly from the help desk sidebar! More information:

 ![426022de-402b-4706-80c4-ffb7b6dd96be.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/8/0/80e73c1a27421751d7b8aef35156330a9e38d837.png)

**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.