Adding Tasks

Sometimes, multiple technicians work on a request. In such cases, the request can be divided into several tasks and each task can be assigned to a technician/group.

For example, when a new employee joins the organization there is a list of tasks that need to be performed such as seating location, providing a computer/laptop, installing the necessary software, connecting telephone links, entering his/her name in the active entry and so on. These operations can be considered as separate tasks and can be assigned to different technicians.

Creating Tasks:

1. To create a new task for a Request, go to Requests tab and open the request details page of the request to which you want to add tasks.

2. Now, click Tasks tab and then click Add Task button.

3. You can specify the task's Title and Description, also select the Status and Priority from the drop-down menu. The Description field supports rich-text content and by default, rich-text editor is enabled.

4. You can also schedule the Tasks by specifying the Scheduled Start and Scheduled End date for a task.

5. You can mark/assign the owner and group for a Task.
    

Adding more details to Task(s):
To indicate the Task's progress and to discuss ways of bettering it, you have been provided with the following fields:

1. % of completion that helps denote the extent to which the task has been completed (any value between 1 - 100)

2. Comments and Replies that lets technicians communicate between themselves about the task as well as the request. 

3. Additional Cost, if any, can be recorded in this field.

Tagging Users:

Under comments, you can tag users associated to the sites you can access. To tag a user, type @ followed by their username. 

Scheduling Tasks:

Task Scheduling not only helps you schedule the task but also determines whether the task is on-schedule, delayed, or ahead by comparing it against real-time completion.

To schedule the task,

• Configure the Scheduled Start and Scheduled End Date.
• Fill in the Actual Start and Actual End Date (upon request completion)

Adding work logs to tasks

Time spent by multiple technicians on different tasks within a request can be recorded using work logs.

Select a task and click Work Log in the left panel.

Click Add Work Log, enter the details, and save it.

Worklog fields with samples are explained here.

Editing/Deleting tasks

• In order to edit a task click  >> Edit next to the task, this opens up the edit task window.

• Upon modifying a task, click Save.

Similarly, you can delete a task by clicking  >> Delete. To delete tasks in bulk, check the box next to the required task(s) and click Delete.