The Task Revamp improves upon the current functionality of tasks by adding the following:
- Task due date must be before ticket due date
- Add an Internal Note to the Ticket when a Task is completed
- Send an Alert to the Assigned Agent/Team when task is complete
Task Due Date¶
When creating a Task for a Ticket, we now ensure that the Task’s Due Date is before the Ticket’s Due Date
Ticket Due Date:
Task Due Date:
When a Task that is attached to a Ticket is closed, an Internal Note is attached to the Ticket.
Closing a Task:
Additionally, an Email Alert is sent to specified Agents if they are configured.
*Note: In order to get the email notification, a different Agent must be closing the Task.
*Note: In order to get the email notification, the proper Alert must be configured.
Since closing the Task creates an Internal Note on the Ticket, you must ensure that you have Alerts set up for Internal Notes.
To check the configuration, go to:
Admin Panel | Tickets | Alerts & Notices Tab
Make sure the ‘New Internal Activity Alert’ is Enabled and the desired Agents are checked to receive the Alert.