How to Create, View, Edit, and Delete Task Activity
Only the Enterprise plan offers this feature, which includes Unlimited Activities, allowing your team to log and manage an unrestricted number of activities, such as calls, meetings, tasks, and follow-ups, without any limitations.
When various teams collaborate on the resolution of a single common ticket, numerous tasks can be added to the ticket and assigned to separate agents. This aids in the delegation of tasks to respective team members and helps in the quicker resolution of tickets.
How to create a task activity
- Select either the global Activity from the navigation panel or click Create Activity from the ticket’s activity tab.
By default, a task will be selected as the type of activity.
If a task is created from a ticket detail page, the ticket and requester information will be auto-filled in the Ticket and Contact sections, respectively. If not, these sections will remain empty.
- Status and priority are set by default to Open and Normal, accordingly.
- After filling in the required fields, click the Create button.
How to view and edit task activity
To view and edit task activity from the ticket’s activity tab,
- Select the Preview option from the More menu, or click the row.
To view and edit task activity from the Activity module, follow the given steps:
- Go to the Activities module.
- Select an activity ID on the grid or select the Preview option from the More menu.
How to delete task activity
Activities can only be deleted by their creators.
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.
