Tasks are used to perform various account-related activities. Example: A request from a customer to add more contacts, an installation service request etc.
To perform various task-related actions go to the Tasks tab in the account details page.
Tasks are not available for sub-accounts.
To add a task:
1. Go to the Accounts tab and then click the desired account name.
2. Click the Tasks tab and then click New Task.
3. Now, provide necessary task details as required. The default task fields are as follows.
To give a title to the task. This is a mandatory Field
To mark task status such as Open, Closed, Assigned, Resolved among others. This is a mandatory field.
To add a relevant task description.
Enter an estimated time required to complete the task.
To set task priority such as Low, Medium, Normal, and High.
To select a support rep as the task owner.
To set scheduled start time for the task
To mark the actual start time of the task
To categorize the task as Implementation, Troubleshooting among others.
% of Completion
To mark task progress in percentage
Enter any additional costs incurred.
To provide some additional information.
Requires on-site visit
Used to mark a task that requires an on-site visit.
To add as images or files.
4. Finally, click Save.
- If Estimated Effort and Scheduled Start are set then Scheduled End time is automatically calculated based on operation hours and workdays.
- You can also trigger-start one or more tasks by selecting one or more tasks from Task List View and then clicking Trigger button. This sets the scheduled start time of the selected tasks to the current time.
- You can either mark or assign the task to a group or support rep using the toggle button. Marking is used for later assignments.
View, edit, delete, and other actions
You can perform various task-related actions from the task list view. To access it, click the Tasks tab in the account details page.
The task list view lists all tasks under the account. To view the details of a particular task, click the desired task title to go to the task details page.
To edit a task, go to the respective task details page and then click Edit. Make necessary changes and click Save.
To delete a task, select one or more tasks and then click Delete. You can also delete a task from the task details page.
To close tasks, select one or more tasks and then click Close.
In the task list view, you can directly edit certain fields Priority, Owner, Scheduled Start Time scheduled End Time, and % of Completion.
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