Setting up Task Templates
Setting up task templates in advance saves you time from having to create and assign tasks to cases and team members.
To get started, go to Settings, then click on Tasks.
On the Task Templates page, click on Add Task Template.
Give the Task Template a name and click on the save icon on the far right.
You will be taken to the Task Item Page. Enter task items you would like to associate with this template. You may enter the Task Name, Due within, Condition, Priority, and Description. You may also select the Assignee(s).
Once done, click Save to add this task item to your template.
You may add more than one task item to your template. You can also rearrange the order of tasks by clicking and dragging them accordingly. You can also click on "Edit" if you want to make changes to any task items on the list.
For each task item you add, you will get a confirmation saying task item has been successfully.
Once you are done adding all task items to your template, click close to return to the Templates page.
On the Task Templates page, you may map case types to your newly created task. After finding the name of the task template you want by either scrolling down or searching the name of the task template you have just created on the task templates search bar, click on the drop-down menu under the Case Types mapped and select the case type you wish to map.
Select the cases you want your task template to be mapped to from the dropdown. You can also click the x button beside each case if you would like to remove its mapping to your task template.
💡 Whenever you add a new case, the tasks will automatically be assigned to the case based on its case type. This will save you and your team the time to manually create and assign these tasks each time its needed.
Editing a Task Template
Select the task template you want to edit from Task Templates page and click on the Edit icon.
You can edit the task items after you are taken to the Edit Task Template page. Click close to return to the Task Templates page.
Adding New Tasks via Case Details
To add and assign tasks via the Case Details page, go to Cases on the Main Menu and click on the case you want to work on and click on Tasks.
Click Add Task to add a task to the case.
Add all the necessary details for the task, then once you're done, click on Save.
You can edit and delete each task entry on your list.
You can click on the Status drop-down box next to the task to mark the status of your task, such as "Complete", like so:
