Tasks

Introduction

Task is a one-time, non-recurring work assigned to a user and executed on selected resource/s for a certain stipulated time.

Planning, managing and execution of tasks are required as part of an IT service. Task scheduling is carried out by IT operations management. Task execution is automated in Service Desk that runs online tasks on specific date and time.

Configure tasks

1. Navigate to Setup > Account > Service Desk.
   The Settings page is displayed.

2. From the top navigation tabs, select Task.

   

3. From TASK SETTINGS, configure the Property settings.

4. Click Update.

Create a task

1. Navigate to Command Center > Tickets.
   The Tickets page is displayed.

2. Click ADD + and select Task. The ADD TASK page is displayed.

   

3. Enter the following information:

   Field name	Description
   Partner	Select the Partner.
   Client	Select the Client.
   Project	Select the Project.
   Subject	Title or short summary of Task.
   Description	Information required to describe Task. This can include details of the task and steps to execute the task
   Attach file	Artifacts required to support Task. Supported file types: `.txt`, `.jpg`, `.zip`, `.docx`, `.odt`, `.odg` and `.xlsx`. File size limit: 32 MB
   Requested By	User who requests Task.
   Assignee Group	User group that can act on Task.
   Assign to	User responsible for working on Task.
   Resources	Resources for which Task is created.
   Priority	Measure of how soon Task needs to be executed.
   Estimated Hours	Estimated time duration in minutes for completion of Task.
   Articles	KB articles that refer to similar Tasks in the past.

4. Click Create.

Edit task

Edit a single task

1. Navigate to Command Center > Tickets and select a task that you want to modify.
2. You can either click on the task ID to modify the details and save them or select Edit from the Actions dropdown menu to make changes to the details.

Edit multiple tasks

1. On the Tickets page, select the multiple tasks for which you want to perform a bulk update.
2. Click BULK UPDATE.
   The Update Actions page is displayed.
3. Make the necessary changes and click SAVE.

Add an auto-close policy to close a task

Configure auto-close policies to close tasks that are resolved and that are in an inactive state since a certain elapsed time.

1. Navigate to Setup > Account > Service Desk.
2. In the left navigation pane, navigate to the Automation section and select Auto Close Policies.
   The Auto Close Policies page is displayed.
3. From Auto Close Policies, select Auto Close Tasks.
   The POLICY - AUTO CLOSE TASKS screen is displayed.
4. Enter the following information:

5. Click SAVE to activate auto close.

Configure a scheduled task

1. Navigate to Setup > Account > Service Desk > Automation > Scheduled Tasks.
2. Click + ADD to create a new scheduled task.
3. In the ADD SCHEDULED TASK, enter the required information and click ADD SCHEDULED TASK.