Introducing Tasks on Cases
Cases are a great way to keep track of ongoing issues, but sometimes you need a little more help getting things done. That's why we've added Tasks to the cases! With Tasks, you can create a to-do list for each case, so you can keep track of everything that needs to be done to solve that case. You can also assign tasks to other users or teams, so everyone knows who's responsible for what.
To get started, simply open up a case and navigate to the “Actions” menu and click on the "Add Task" button. From there, you can add a task name, description, due date, and assign it to a team or a user. Once you're done, click "Save" and your task will be added to the case.
Once you add, edit, delete or complete a Task, a new event is added to the timeline for audit logs.
Got some questions? Contact our team today to get more info!