Adding New Tasks

You can add new tasks and associate it to a Request, Account, Contact or Contract from this module. The tasks added by you can be a personal reminder of the due by tasks or you can add tasks to other support reps. Say, if a request involves multi technician work, then different tasks are created and assigned to the technicians, and each of these tasks are associated to the request.

There are two ways through which Tasks can be created in the application,

a. Add New..drop down

b. Activities Tab

Adding Tasks from Add New..drop down

The Add New... drop down is a quick navigator to instantly access the New Task form from the home page.

addnew-link

To know how to add a new Task, go to Step 4 in Adding Tasks from Activities Tab.

Adding Tasks from Activities Tab

Click the Activities tab in the header pane. The Activities Tab comprises of the Tasks and Events sub tabs.
Select the Tasks sub tab. The list of tasks assigned to the logged in support rep that is due for that day is listed.
Click New Task button.
In the New Task form, specify the Title of the task. The Title is a mandatory field.
If the task is associated to a request, account, contact or contract, then select the same from the Associate to drop down. Also, you can associate it to a specific request, account, contact or contract using the search icon .

Note: If you are adding the task from the Request, Account, Contact or Contract details page, then the Associate to option is selected automatically.
Select the Start Date of the task from the calendar icon . Also, select the Start Time from the drop down.
Select the Due Date of the task from the calendar icon . Also, select the Due Time from the drop down.
For repetitive task, select the duration as Daily, Weekly, Monthly, or Yearly from the Repeat Task drop down.

repeat_task_dropdown

The repeat options for the selected duration is displayed below the Repeat Task drop down. The repeat options varies for each duration. For example, if the duration selected is Daily, then the repeat options will be, repeat task for a particular number of days or every weekday.

repeat_task_options

Select the option as required. If the task has an end date, select the date using the calendar icon calender . Else, enter the number of times after which the event ends in the text field.

If the task is non-repetitive, select Never from Repeat Every drop down.
To assign the task, select the support rep from Assign to drop down. Next, select the Priority and Status of the task from the respective drop down.
Enter the content of the task in the Description field.
You can be reminded of the task by selecting the number of days/hours from Remind me before drop down or you can select the date using the calendar icon and the time of reminder from Remind me ondrop down. You will be reminded of the task based on the scheduled date and time
Click Add. The task is added to the existing list.

If you have enabled "Send Email when a task is assigned to a support rep" under Notification Rules, then an email notification is sent to the support rep assigned to the task as shown below,

task_assign_notification

Clicking on the link in the email leads to the SupportCenter Plus login page, where on entering the login credentials, the support rep can get started with the task.