Task Activities in BoldDesk help teams collaborate efficiently when multiple agents or departments work on the same ticket. Agents can create tasks, assign follow‑ups, track progress, and manage internal actions without affecting customer communication.

When to use Task Activities

Use Task Activities in BoldDesk when you need to:

• Assign internal follow-up work related to a ticket.
• Coordinate tasks across multiple agents or teams.
• Track calls, meetings, or internal actions without updating ticket status.
• Improve ticket resolution time through structured task delegation.

Where Task Activities Appear in BoldDesk

Task Activities can be accessed from:

• Tickets → Ticket Details → Activities tab
• Chat module → Conversation details → Activities tab
• Activities module (global view)

How to create a task activity

Navigation Options
You can create a task activity in either of the following ways:

• Global navigation: (From any BoldDesk module)
  Click Create Button → From the dropdown select Activity
  

  
  
  

• From a ticket:
  Tickets Module → Open Ticket → Activities tab → Create Activity
  

  
  
  

• From a chat conversation
  Chat Module → Open the desired chat conversation → Activities tab → Create Activity
  

  
  
  

Step‑by‑Step: Create a Task Activity

1. Click Create Activity.

2. By default, Task is selected as the activity type.

3. If created from a ticket:

   • Ticket and Contact fields are auto‑filled.

4. If created globally:

   • Ticket and Contact fields remain optional.

5. Review default values:

   • Status: Open
   • Priority: Normal

6. Fill in the required fields.

7. Click Create.

   
   
   

How to view and edit task activity

To view and edit task activity from the ticket’s activity tab,

1. Click the Preview icon located on the far right of the activity row in the ticket details page.

   
   
   

To view and edit task activity from the Activity module, follow the given steps:

1. Go to the Activities module.

2. Select an activity ID on the grid or select the Preview option from the More menu.

   
   
   

How to delete task activity

Task activity can be deleted either from the activity detail page or from the ticket activity tab, as illustrated in the following images:
Click the Delete option from the activity detail page.

(or)
Choose the Delete option from the ticket’s activity tab.

Troubleshooting

• Activities module is not available
  • If the account uses legacy BoldDesk plans, confirm the account is on Enterprise.
  • If the plan includes Activities but the module is still not visible, verify the agent role has access to the Activities module (role configuration details are not provided in the source content).
• Delete option is missing or deletion fails
  • Confirm the signed-in agent is the creator of the Task Activity. Only creators can delete activities.

FAQs

1. Do Task Activities trigger automations or workflows?
   No. Task Activities do not trigger automation rules or workflows in BoldDesk.

2. Do Task Activities affect SLAs or ticket metrics?
   No. Task Activities do not impact SLA timers or ticket performance metrics.

3. Are Task Activities visible in the customer portal?
   No. Task Activities are internal and never displayed to customers.

Related Articles

1. How to Create, View, Edit, and Delete a Call Activity
2. How to Create, View, Edit, and Delete Meeting Activity