Within Teamwork Desk, you can add tasks to your tickets, linking back to task lists in your Teamwork Projects site.
To add a new task to a ticket, go to the Tasks tab on the ticket.
You will first need to select which project and corresponding task list you would like to add the task to. You can then either create a completely 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.
When you are creating a brand new task, as well as the task name, you will also be able to input all relevant task details such as assignee, description and priority, right within the task form on the ticket.
To create the task as a subtask, click the 'Select Parent' option to the right of the task name, where you will be able to select from the existing tasks in the task lists.
If you hover over a task, you will also see an option to preview it. This will open the task details view:
Any tasks that have existing subtasks will have a clickable link beside them for you to view and 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, assigned to anyone.
If you have assigned users, you can also select the Notify by email option to send them a notification.
You can also select start and end dates for the task here.
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.
- 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.
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
Select tag(s) from your Projects site to add to the task.
When creating the task, you can choose a priority level for it.
Choose which users you want to add as followers to the task.
You can also set privacy on the task, choosing which users in the selected project have access to it.
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 add the task to.
For more information, see: Enabling Teamwork Desk from your Teamwork Projects Account