Pre-populating tasks for Service Requests
We have a dispathr rule setup to add the task. However it doesn't always work, so we use the scenarios.
It also breaks if you are working on fixing up the request and save as a draft. The rules drops the service request.
I would like a way to create tasks in service requests as well. The dispatcher gets too messy.
Marco Jimenez
I was wondering if there was any way to attach a certain list of predetermined tasks to certain service requests. I would like to add tasks for agents to complete that are assigned to on-boarding service requests when they come in. For example, deploy laptop, setup phone, setup desk, etc.
3 people like this idea