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Linking Tasks to Tickets

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Published: Oct 20, 2021|Last updated: Jun 3, 2024

You can create one or more Tasks linked to a Ticket, making the context for the task more obvious.

Click on the 3 dots in the top right of a Ticket to open the Ticket Actions menu, and select Task

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Warning


If you want to link a task to a Ticket, you must create it from the Tickets Tasks tab. After a task has been created, there’s no way to link it to a Ticket.

Adding multiple Tasks to a ticket is useful if you need to carry out several steps before a Ticket can be resolved.

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A Task that’s linked to a Ticket is still shown in the Tasks app. You can assign a Task that’s linked to a Ticket to another Agent, while leaving the Ticket assigned to yourself.

Reusable Task List Copy link to Reusable Task List to clipboard

Some helpdesks have certain Tickets which always need the same set of Tasks to be carried out before they are resolved. In this situation where you have recurring lists of Tasks, it’s useful to have a reusable checklist or template of to-do items.

Your Admins can set this up in Deskpro using custom fields. See the Knowledgebase article How do I make a reusable checklist of things to do within a Ticket? for details.

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