Within Teamwork Desk, you can interact with
and adjust the properties of tasks attached to
your tickets.
To add a new task to a ticket, go to
the Tasks tab on the ticket. Alternatively
within a ticket you can use the short cut and
press the letter t or select Add Task from the three dots dropdown
menu.
You
will first need to select which
project
and corresponding task list you would
like to
add the task to. Using the project and
task list dropdown fields you can
either select existing projects and
task lists from your associated
Teamwork.com account, or create new
ones.
Once
you have a project and task list
selected, you can then either create a
new task or select an existing
task from the chosen task
list.
You also have the option to paste the ID
or URL of an existing task into the quick
add field to link that task to the
ticket.
New task
When you are creating a brand new task, in
addition to the task name, you will also be
able to input all relevant task details such
as assignee, description and priority,
directly within the task form on the
ticket.
You can create a task directly to the
selected task list, or create it as a subtask
of an existing task or subtask in the
list.
To create the task as a subtask,
click the Select Parent option to
the right of the task name. In the select
parent modal, you will be able to select from
the existing tasks in the task
lists.
Any tasks that have existing subtasks will
have a clickable link beside them for you to
view and select the subtask as the parent for
your new task.
Who and when
You can use the Who should do
this? text field to search users
on the project you wish to assign the task to.
Alternatively, you can leave it blank and it
will be assigned to Anyone.
If you have assigned users, you can select
the Notify by email option to send them
a notification.
You can also select start and end dates for
the task here.
Description
You can add a description of what work needs
to be done and any other relevant details in
the task description.
You also have some more options at the bottom
of the description tab to include additional
customer information with the task. Clicking one of the buttons will insert the corresponding information the end of the description.
- Customer details - Add the
customer's name, email, company, job
title, and cell phone to the bottom of the
task description.
- Customer message - Include the
customer's most recent reply in the task
description.
- Custom fields - Include any custom fields associated with the ticket in the task
description.
Attachments
You can attach any relevant files to the
task, in the Attachments tab.
- Drag and drop files to the task
- Add files - upload files from your
computer to the task
- Select from Ticket Attachments - include
files that were attached to the
ticket
- Only for files attached to the ticket,
and not ones directly inserted into a
reply.
Privacy
You can also set privacy on the task,
choosing which users in the selected project
have access to it.
Priority
Set a priority level for the task based on the urgency of the ticket or request.
Estimated time
Set an hours and minutes duration of time you are estimating it will take to complete the task.
Followers
Choose which project members you want to add as
followers to the task.
Tags
Select tags from your Teamwork.com site to add
to the task.
Board column
If the project you have selected to add the
task to has board columns already created, you
will also have the option to select one of
these columns to associate with the
task.
Custom fields
You can also choose existing site-level or project-level task custom fields from your Teamwork.com site to associate with the task.
Note: Task custom fields are available on per-user Premium/Grow Teamwork.com subscriptions and above.
Click the custom field dropdown to view any existing task custom fields. You can also create a new custom field.
Once you select a custom field for the task, an additional field will appear allowing you to select a corresponding value.
For more information, see: Creating a Task on a Ticket