Creating Task

Tasks are always assigned to tickets. Tasks are time-defined and have task processors if scheduled. Accordingly, all types of assignments that require scheduling are set up as tasks.

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Create Your First Task

To create a task, you can use the “New” button at the top right. In the following dialog, assign a ticket to this task. On the left half, you can then enter the desired meta-data. The other half is used to directly assign people to this task. If no resource is assigned to the task, it will be considered “unplanned”.

Please fill out the fields to create the task. If you want to assign resources to the task directly, you can do so on the right half by clicking the Add Task Assignee button.

In this tutorial, we will initially leave the task as unplanned, meaning no task processor is assigned yet. This is especially useful if roles are divided, for example, between technical back office and dispatch planning.

ℹ️ Info:
Task types and qualifications can be individually defined by the administrator.

ℹ️ Info:
Alternatively, you can create a task within a Ticket Dashboard under the “Tasks” tab by using the Add button there.