Add, Edit and Delete Tasks

Add, Edit and Delete Tasks

A task is a specific piece of work required to be done within a given time frame. Agents can create tasks that can be either associated with a ticket or stay stand-alone. They are listed in the Zoho Desk's Home page of the agent, Tasks home page and in other related tickets.

Adding a Task
Typically, tasks can be added in your help desk in the following ways. 
  • Agents can manually create tasks and associate them with tickets.
  • Create a task and assign it to a user, upon triggering a Workflow rule.
  • Map tasks with their related tickets in a XLS or CSV file and import them.
To add a new task:
  1. Click the [Module] Tab from the top bar.( For e.g. Dashboard, Tasks, etc.) 
  2. Select Tasks from the Modules menu. 
  3. In the Tasks Home page, click the  icon from top panel. 
  4. In the Add Task page, fill in the details about the task. 
  5. Click Submit. 
Note:
  1. Tasks will be closed, only when the Status of the task is updated as Completed.
  2. The status, Completed, is a system defined field. An alternate custom field with the same label will not close the task automatically.
Once, you have created a task you can add files as attachments to it. For example, you can attach documents, screen shots or video snippets that can assist your agents to fix an issue or a bug. 

To add an attachment:
  1. In the Tasks module, open a task in its detail view. 
  2. In the Task Details page, click the Attachments tab. 
  3. Click the Add an Attachment link to upload a file. 
You can also click the  icon to add an attachment. To delete an attachment click the  icon alongside a file and click Delete from the drop menu. 

Set Reminders
There are three options for task reminders:
  • Alert through Email
  • Alert through SMS
  • Alert through Pop-up
To set reminders for tasks:
  1. In the Tasks tab, click on the task for which you want to set reminders.
  2. In the Task Details page, click the  icon in the header. 
  3. Select the Set Reminder check box and specify the date and time when you want the reminder. 
  4. Choose Alert Through Email, SMS or Pop-up as required.
  5. Click Save.
Editing a Task
You can edit an exiting task to add more context to it. To edit task individually:
  1. In the Tasks module, open an task in its detail view. 
  2. In the Task Details page, click the  icon in the header.  
  3. In the Edit Task page, perform the necessary edits and click Save. 
You can also edit a task from the Task List View page. In the list view, hover your mouse over a task and click the  icon to edit the same. 

Deleting a Task
Occasionally you may need to remove some of the unnecessary tasks from Zoho Desk. To delete task individually:
  1. In the Tasks module, open a task in its detail view. 
  2. In the Task Details page, click the  icon in the header. 
  3. Click OK to confirm your action. 
When you delete a task, it will be moved to the Recycle Bin in your help desk.

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