Stay on top of your service desk activities by creating tasks assigned to relevant tickets, problems, changes, and releases. Create tasks and assign them to yourself or other agents on your team.


Find the todo list on your Dashboard with a list of upcoming activities. Each activity comes with a due date and time defined during the time of creation. Mark the status as Open, In-Progress, or Completed. If the task hasn’t been completed, you will receive email reminders. Customize reminders for each task to receive overdue notifications before 15 minutes, 30 minutes, 1 hour, and 2 hours.


Create tasks inside each of your tickets, problems, changes or releases under the Tasks section. Find existing tasks that have been added to the item.


Here's how you can create tasks and getting notified:

  1. Open a ticket, problem, change, or release of your choice.
  2. Click the Tasks tab. You will now be able to see a list of tickets that are attached to this item.
  3. Click Add Task.
  4. Type in a Name and Description for the task.
  5. Select the Workspace and the Group to which task belongs to.
  6. Set the status of the task to Open or In-Progress. If it has been done already, you can choose Completed.
  7. Assign the task to the agent to whom this is to be attributed. In this case, you may choose your name from the drop down list.
  8. Define the due date and time for the task.
  9. Click Notify Before drop-down to choose when you want to get the due reminder.
  10. Click Save once you have added all details.


The task will now be added to your Dashboard.