Handling a gazillion tasks on different cases can be quite overwhelming. 😪
Tickets & Tasks sorts out your tasks from all cases, checklist items, and tickets assigned to you! Let's get you started by clicking on Tickets & Tasks on the home page!
Summary
This section lists down a summary of tickets and upcoming tasks!
Tickets
Manage and track all your support tickets within the app and streamline issue management and resolution for your employees and case records!
💡Learn more about tickets here.
Tasks
Instead of going through multiple cases one-by-one, accomplished checklist items can be marked as complete by simply clicking on the check box. ✅
Click on the magnifying glass icon to access the search bar. Type in a keyword related to the case or checklist item on the Search Bar for a quick way to search for an item!
Beside it is the Filter icon. Use it to narrow down searches. Items can be sorted by:
Due Date
Owner
Case Type
Case Status
Task Status