Creating A Task On A Case

Creating A Task On A Case

Help Desk cases can only be assigned to one person at a time. So if you have a situation where more than one person needs to be actively involved in a case, you can create any number of tasks for a case. To do this, open a ticket and scroll down to the bottom of the screen:

Use the task list to select the users you want to create a task for on the case. (The list of user show above on the right).

You can also enter a description of the task in the "Task Description" box and save the case.

Each user that was tasked will receive an email with the task details. Then to view the tasks, users will use the following option from the Help Desk Dashboard: