Tasks

Tasks

Track all the tasks assigned to you and assign tasks to other technicians. On assigning a task to other technicians, it will be listed on their home page and the technicians will be able to view the tasks immediately upon logging in to ServiceDesk Plus MSP Cloud.
You can also manage tasks from Quick Actions .
All your tasks including the requests assigned on your name can be added to this list as My Tasks, but you cannot maintain the log for the requests entered under my tasks list.

Add New Tasks 

  1. Go to Home > Tasks and click New Task. Alternatively, you can also add tasks tasks by  clicking Quick Actions .
  2. Specify the title in the given text field. This is a mandatory field.
  3. Specify relevant information as a description.
  4. Select the scheduled start and scheduled end time for the task based on the SLA.
  5. You can mark/assign the owner and group for a task.
  6. Select the priority and status of the task
  7. Select the task type.
  8. You can choose to notify the task owner via email and push before the scheduled start time.
  9. The technician who works on the request can enter the actual start time, actual end time, additional cost and % completed later.
  10. Specify the estimated effort for a task.
  11. Click Save.
Info
Green/grey circle will indicate the online/offline status of technicians in the drop-down. 


To add a task instantly with only the task title, click Quick Add.


Mark/Assign Tasks 

You can assign the tasks to a group or owner immediately or mark them to be assigned later. Technicians or technician groups will not be aware of the tasks marked to them until the task is triggered.
Use Cases for Marking Tasks
  1. Help administrators plan task execution.
  2. Allocate tasks to various technicians or technician groups in advance.
  3. Marking tasks serves as a reference for administrators.
You can mark or assign tasks while creating or editing them using the Toggle option.


Marked tasks are indicated with on the task list view and details page


View Tasks 

Tasks can be displayed in list view or template view.
List View - A tabular, compact view that groups task data under various columns.


Template View - An extensive list where the crucial information of a task is displayed as fixed columns, while further information can be viewed under the task name. By default, tasks are displayed in the template view.


Task  Actions

You can perform the following actions from the task list view or template view:
  1. Edit/Delete Tasks - Click to edit or delete tasks. To bulk delete, select the tasks and click Delete on the toolbar.
  2. Trigger Tasks - Select the tasks and click Trigger on the toolbar.
  3. Close Tasks - Select the tasks and click Close on the toolbar.
  4. Add Custom Views - Click to  create your own customized view of the task list/template view page. Learn more.
  5. Customize Columns - Click to choose the columns to be displayed.
  6. Search Tasks - Click to search through tasks using criteria. Add the criteria, value and click Enter. You can add multiple search criteria using . After the results are displayed, click on the existing criteria to edit it.
  7. Resource Management - Click Resource Management on the top right of the page to access the resource management chart. This helps task managers to plan, manage, check resource availability, and assign tasks to technicians.
  8. Customize Layout - Click to limit the number of records listed, decide the sort order, and set the refresh frequency.

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