Task and Todo lists

Track tasks and todo's with and within tickets

Task lists within a ticket

You can create effective task lists within a submitted ticket by utilizing custom fields within your form.

1. Create a new custom field with the field type Single-selection field

2. In the field, add the following values: Completed and Not completed

3. Name the task to Task 1

Add as many Task-fields as required. You can also adjust the values based on your needs.

Next, add the fields to the Form and make sure to enable the option Only for Agents on the field in the Form, making sure the fields are only visible to Agents

These fields allow Agents to quickly assess the status of various tasks associated with a ticket. By configuring these fields on the Form and making them visible only to the agent, you ensure a streamlined workflow where agents can update and track task progress without cluttering the end-user view.

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Recurring tasks

Do you have recurring tasks that happen daily or weekly? Suptask allow you to manage these by utilizing the integration with Slack Workflows.

Slack Workflow will trigger the task on a set frequency (daily, weekly etc) and Suptask will pick up the task from the channel and turn it into a ticket. Creating a recurring ticket for your task based on the set frequency.

How to set up recurring tasks with Suptask

1. Set up Suptask to enable automatic creation: automatic ticket creation to Suptask using Slack Workflows

   1. Only set up the first part related to the Suptask configuration.

2. Head over to Slack and configure a new Slack Workflow

3. Select the trigger On a schedule

4. Select the Frequency that you would like to have on your task.

1. Now configure the second step of your Workflow to send the message to the configured channel in Suptask that is used for the Automatic ticket creation (from Step 1)

1. You can choose to map any fields between the Workflow and the Suptask ticket

2. Done!