TRY SERVICEDESK PLUS MSP FREE FOR 30 DAYS
DOWNLOAD NOW
REQUEST DEMO|GET QUOTE|LIVE DEMO|VISIT WEBSITE
Masterclass 2022 Switch to User Guide >

    Create and Manage Tasks

    You can create tasks from the task list view page under the Tasks sub-tab in release stages or in the Tasks tab on the left pane.

     

    Create Tasks Specific to the Release

    Go to the relevant page and click New to create a task.

    The New Task form slides on the right side of the window. Use the following pointers to create the task:

     

    Field Name

    Explanation

    Stage *

    Select the stage to which the task will be added. (This field will be non-editable if you are adding a task from within a stage.)

    Use Task Template

    Select a task template to use. The details configured in the task template will be auto-populated.

     You can select only general module task templates to associate with a release. 

    Title *

    Provide an appropriate name for the task.

    Status *

    Mark the task status.

    Description

    Briefly describe the objective of this task and its significance in the overall release.

    Estimated Effort

    Provide an estimate of the time this task may require.

    Priority

    Select the appropriate priority.

    Schedule Start/End

    Scheduled the dates and time to work on the task.

    Actual Start/End

    You can mark the actual time taken after the task has been completed, either fully or partially.

    Group/Owner

    Select the group and the technician responsible.

    You can assign a task immediately or mark the task to assign it manually later. The marked group/technician are not notified until the task is triggered to be assigned to them.

    Task type

    Select a task type.

    % Completed

    Enter the percentage of task completed.

    Additional Costs ($)

    Add any unplanned costs that this task may entail.

    Notify before scheduled start

    Select the time to notify technicians before starting a task.

    Requires on-site visit

    Select if on-site visit is required for the task.

    Attachments

    Add any related information, not captured in the form, in any format.

    * Indicates mandatory fields

     

    Create Predefined Tasks

    If you have pre-configured a task template with all the relevant details, you can also instantly add the task template as a task. On the task list view, click the drop-down icon beside the New button and select Add Task(s) from Template.

     

    On the Add Task(s) form, select the stage to which the task will be added. This field will be non-editable when adding a task from within a stage.

    Select the task templates to be added. You can preview the template details by clicking the Template Name.

    Click Add.

     

     

    Quick Add Tasks

    To add tasks instantly,

    1. Click Quick Add on the top of the page.

    2. Provide the task title and assign the task owner. Or you can simply add the task title and press Enter.

    Edit/Delete Tasks

    To edit a task,

    1. Click on a task title on the task list view.

    1. On the task details page, click the  icon.

    1. Make the necessary changes and click Update.

    You can also spot-edit the task details by hovering over a field and clicking the  icon.

     You cannot edit the stage after the task is created. 

    To delete a task,

    1. Click on a task title on the task list view.

    1. Use the  icon beneath the task title.

    1. Click OK to confirm.

    You can also delete tasks in bulk from the task list view. Select the tasks to be deleted and click > Delete.

     

    Close Tasks

    After a task is completed you can move it to the closed status by editing the task. Alternatively, you can also select the completed task/s on the list view and go to Actions > Close for instant closure.

    Zoho Corp. All rights reserved.