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).
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 hasnotbeen 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.
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