Adding New Tasks
You can add new tasks and associate it to a Request, Account, Contact or Contract from this module. The tasks added by you can be a personal reminder of the due by tasks or you can add tasks to other support reps. Say, if a request involves multi technician work, then different tasks are created and assigned to the technicians, and each of these tasks are associated to the request.
There are two ways through which Tasks can be created in the application,
a. Add New..drop down
b. Activities Tab
Adding Tasks from Add New..drop down
The Add New... drop down is a quick navigator to instantly access the New Task form from the home page.
To know how to add a new Task, go to Step 4 in Adding Tasks from Activities Tab.
Adding Tasks from Activities Tab
The repeat options for the selected duration is displayed below the Repeat Task drop down. The repeat options varies for each duration. For example, if the duration selected is Daily, then the repeat options will be, repeat task for a particular number of days or every weekday.
Select the option as required. If the task has an end date, select the date using the calendar icon . Else, enter the number of times after which the event ends in the text field.
If you have enabled "Send Email when a task is assigned to a support rep" under Notification Rules, then an email notification is sent to the support rep assigned to the task as shown below,
Clicking on the link in the email leads to the SupportCenter Plus login page, where on entering the login credentials, the support rep can get started with the task.