Tasks
Create, assign and close tasks and tickets.
- Add a new canned responseOpen any task. Type your comment in the comment box.
- Create a scheduled taskCreating a scheduled task is an easy way to schedule repetitive tasks and preventative maintenance reminders.
- Create a task templateA task template saves the details of a task so you can reuse them later.
- How to create a task/ticketOur ticketing and task management makes it easy to create a task and add useful details.
- Billing AudienceAudiences (formerly Billing Audience) allow you to group tasks together so you can easily find and identify them later…
- Change the priority of a taskWhen creating tasks , you can prioritize them based on urgency or severity in your organization.
- Customize task resolutionsResolutions are the closing reasons agents choose from when a task or ticket is closed — for example Resolved…
- How to clone or replicate a taskSometimes you may find yourself doing the same tasks multiple times.
- How to close or end a task/ticketTo close a task or ticket and mark it complete: Open the task.
- How to edit a taskOur task management tool makes it extremely easy to edit a task and add updates: Navigate to "Tasks" on the main menu.
- Instructions for Setting Task Visibility and Default PrivacyCreating a Task When creating a task , you have the option to set its visibility as either Private or Public…
- Let clients rate their support when a ticket closesLet clients rate the support they received on a 1–5 star scale when their requests close.
- Run task and SLA reportsExpand Tasks in the left nav and click Reports .
- Service level agreements (SLA)Vertask allows you to set service level agreements (SLA) on tasks based on priority.
- Show full replies in email notificationsWhen you add comments to a task, active agents and clients assigned to the task and have their notifications turned on…
- Using canned responsesDo you have responses you use often with clients and team members?
- Using the Task BoardThe Tasks page displays your open work as a board, with tasks shown as cards in columns such as To Do and In Progress.
- Delete a canned responseOpen any task. Click Options (above the comment box, on the right) and choose Canned Responses .
- Delete a Task TemplateGo to New Task . Click Options and choose Templates .
- Delete or stop a scheduled taskTo delete a scheduled task , expand Tasks on the left nav and click on Scheduler .
- How to delete a taskIn the event you create a task by accident or want to completely delete its content, you have two options: 1.
- How to stop notifications on a taskIf you may be part of a task (ticket), but do not need to see any updates on the ticket, you can easily disable…