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Add Tasks for Tickets |
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Other than Dispatching a Ticket and setting Appointments to the technicians, you can also manage Tasks for the Ticket. You can set reminders to Tasks so this may help you set reminders to perform certain actions before going on site (e.g. remember to take an additional cartridge for the Printer).
You can also use the Tasks in order to track complex Tickets which require several on-site visits and should be coordinated and actively tracked. For example, a technician may need to install a new network at a customer site, which involves buying parts and then installing them over a series of on-site visits. You may set a daily reminder to follow up on the project's status by adding a recurring task over the duration of the project.
Once you create a Task that is linked to a certain Ticket, you can view all the tasks for a Ticket in the Ticket's Pending tab.
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