Tasks
Ideally, the Service Desk plays a vital role here, as the Role is responsible for coordinating the Tasks with the end customer.
Creating Tasks
Tasks can be created by Users Service Desk+ utilizing the Add Task & Create Task buttons, located on several sub-pages.
On the Calender, the Add Task button is located in the upper-right corner.
In the Task Overview (Rollout -> Tasks) the Create Task button is located in the upper-right corner.
On the Client Dashboard, Tasks can be added by using the Add button in the Tasks & Appointments tab.
In the Client Detail View, Tasks can be added by using the Add button in the Tasks & Appointments tab.
The Calender & Task Overview slide-over will display all fields as empty.
The Client Dashboard & Client Detail View will automatically pre-select the Client at hand.
Selecting the Task's Assignee By clicking "Assign to me" the User will be set as Assignee
No
Selecting the affected Client
Yes
Defining the Task's Name
Yes
Selecting the Task's Priority
No
Describing the Task in detail
Yes
Selecting the due date
No
Selecting the Task's duration Task without duration are whole-day Tasks
Only if both date & time have been specified
Editing / deleting Tasks
Tasks can be edited / deleted by Users Service Desk+ simply through selecting them on one of the variuos sub-pages.
The resulting slide-over enables the User to set the Task to "done" and to delete the Task. Its furthermore possible to edit all fields as mentioned above.
Once a Task is created, the selected Client can no longer be changed.
Appearance
In the Calender
in the Calender, the way Tasks are displayed differs depending on the selected view.
On the Home Screen
On the Home Screen, Tasks across all Rollouts the User is assigned to will appear, as long as their Status is TODO.
In the Task Overview
In the Task Overview, all Tasks are visible, regardless of their Status.
Appearence & behaviour in the Client Dashboard
In the Client Dashboard, Tasks with the Status TODO will make the corresponding Client show up.
Other Features utilizing Tasks
In the Client Detail View, Tasks can be accessed in the corresponding Tab.
The Reporting Dashboard displays, among other things, information about the number of Tasks created & finished.
In the Global Search, Tasks can be found by Name, Identifier or Description.
The Collaborators Profile displays Tasks assigned to its respective User.
Affected Users will get notified about processes related to Tasks, such as Creation / Edit / Assign / Unassign.
All processes concerning a Task such as Creation / Edit / Completion will be recorded in the corresponding Histories.
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