My Tasks

You can track tasks assigned to you from My Task block in the home page. The tasks can be added by you as a personal reminder of the due by tasks or it can be assigned to you by other support reps.

From this block you can also add tasks to other support reps. On adding the task to other support reps, the task will be listed in their home page and the support rep can view the task on logging in to the application.

You can also add task for Requests, Contract, Accounts and Contract from the respective module. Say, for instance, if a ticket raised requires multiple support reps to work, then separate tasks can be assigned to the support rep. Also, if users under an account require logins, then the task can be assigned to the account.

Note	1. My Task views the tasks assigned to the logged in support rep. 2. You can track all the task assigned to you by other support reps. 3. You can add personal tasks as a reminder of the due by task. 4. You can assign tasks to other support reps.

Add New Task

You can add a new task either from My Tasks block, Add New drop down or from the Activities tab.

From My Tasks block in the home page, select Add New button. [OR]

Alternatively, you can also add a task from Add New drop down in the home page.

In the New Task form, specify the Title of the task. The Title is a mandatory field.
If the task is associated to a request, account, contact or contract, then select the same from the Associate to drop down. Also, you can associated it to a specific request, account, contact or contract using the search icon .

Note: If you are adding the task from the Request, Account, Contact or Contract details page, then the Associate to option is selected automatically.
Select the Start Date of the task from the calendar icon . Also, select the Start Time from the drop down.
Select the Due Date of the task from the calendar icon . Also, select the Due Time from the drop down.
For repetitive tasks, select the duration as Daily, Weekly, Monthly or Yearly from the Repeat Task drop down.

repeat_task_dropdown

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 every particular number of days or every weekday.

repeat_task_options

Select the option as required. If the task has an end date, select the date using the calendar icon calender . Else, enter the number of times after which the task ends in the text field.

If the task is non-repetitive, select Never from Repeat Every drop down.
To assign the task, select the support rep from Assign to drop down. Next, select the Priority and Status of the task from the respective drop down.
Enter the content of the task in the Description field.
You can be reminded of the task by selecting the number of days/hours from Remind me before drop down. You will be reminded of the task based on the schedule start time.
Click Add. The task is added and listed with the already existing tasks in ascending order based on date and time.

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,

task_assign_notification

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. To know more on the operations performed on Tasks, refer the Activities.