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Tasks - Can they be finally improved

Our company are new Freshservice users.  We have noticed that in Freshservice's documentation that tasks are suggested when assigning others tasks instead of creating child tickets.  I don; believe that it explicitly says that but it seems to be strongly implied.

We believe this is excellent and that Tasks simply the process of assigning tasks to others, except Tasks are not given equal footing in the product like incidents.  

Currently, it is difficult to find Tasks because there are multiple steps to find the tasks in the interface and there are no notifications in the interface for task assignment or completion.  

We are suggesting that the Task views at least be revamped to remove the difficult/multiple steps that are required to view Tasks and that notifications for tasks being assigned and completed are added into the product similar to what we see for Incidents. 

We believe this would greatly enhance the product and simplify the ticketing process when tickets require multiple departments to resolve an issue. 

We are asking the many users of Freshservice to get behind this request.

23 people like this idea

I personally would love to see a task list similar to a KANBAN board (ServiceNow does this in visual task boards as per below image). Also having tasks being independent of tickets (personal tasks) in conjunction to Tasks linked to incidents would be nice. This gives an even footing of tasks to incidents as well, plus this improves the ability to manage Agile type projects and team work tasks.

Image result for servicenow visual task board

4 people like this

Please implement the changes above, tasks should send notifications (not email, through FS) and should have a counter on them as well.

3 people like this


Great feedback and I couldn't agree more that we need to beef up Task Management. In fact, we are looking into introducing multiple options to make sure Tasks are configurable, are automatable and are treated on-par with any other 'work item' in Freshservice. The major pain point surfaces from the fact that Task dashboard today doesn't enjoy prominent real estate on Freshservice. 

Over the next few months, we plan to add more muscle to Freshservice's Task Management. We are starting with introducing Task-based automations. We will follow that with more enhancements.

Thanks again for the feedback. I shall update once we are closer to shipping these enhancements.



Product @ Freshservice

3 people like this

Here is our proposal:


2 people like this

@Adam - there is a configuration to specify ticket closure/resolution when there is an open task. I have ours set to require task to be closed in order for ticket to be resolved.

See Admin > Ticket closure rules.


1 person likes this

Is there any news on this?  I am trying to see how we can deal with incidents better, where multiple people need to complete parts, such as user requests.  Although the notifications can't bet received until (at the earliest) 2 hours before due date?

Also, https://community.freshworks.com/freshservice-tips-and-tricks-11006/spotlight-2-improve-your-productivity-with-calendar-and-tasks-16192 states that there is a 'To Do List' available on the dashboard, how can you set that up?  As this seems it may assist with Tasks?

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Yeah, that would work as well.  Being able to see the tasks without having to find them and having task notifications equal to the ticket notifications would help everyone.  After all, it seems that tasks are available in Fresh Service just not easy to use like tickets and creating five tickets for one problem has never been efficient. 

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Without wanting to hijack the thread, since we are talking about improving tasks, I believe that closing a ticket with open tasks should not automatically mark those tasks as complete.

We often leave tasks as 'reminders' to be actioned 2-6 months later. (E.g check if a user still needs a Visio license). Currently as far as I can see when a ticket is closed, all tasks associated with the ticket get automatically marked complete. I can see the logic behind this, but it may be worth prompting if the 'closer / resolver' actually wants this to occur. This caused some grief recently as we needed to re-evaluate a number of tasks that were marked complete that were not complete. I had been assuming my agents had been completing the tasks, but this was not the case. The System had been setting them as complete and the tasks were forgotten.

I get that some may suggest leaving the ticket open, but this creates it's own issues. 

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Please include the ability to customize notifications for tasks equivalent to those of an incident.  Please add notifications to the notification area as well.  We need much better options for keeping track of these. 

I would like the ability to add tasks to the ticket view with a check box.  Our teams just leave the ticket view open durring the day to see what to do.  Having the ability to see tasks that are assigned our be great.

Agreed. Currently tasks seem more suited towards singular owners of a ticket where you might have 5 tasks but they all apply to that person who is assigned the ticket. This is simply because there isn't a nice task queue like there are for tickets, changes, etc. Tasks are certainly more "hidden". I'd even be open to combining both tasks and tickets into one view.

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