Setting up Tasks

Tasks help you break down complex tickets into smaller, actionable items. Use them to organize work, assign team members, and track progress on multi-step issues. Task templates let you standardize common workflows and ensure consistency across your team.

Interactive Walkthrough
Step-by-step

Creating task templates

Task templates let you create reusable sets of tasks for common workflows:

Navigate to Workspace settings

Go to Settings > Task Templates in your workspace.

Create a new template

Click the + Template button in the top-right corner.

Configure template details

Fill in the template information:

Icon and color: Choose an icon and color to visually identify your template
Name: Give your template a clear, descriptive name
Description: Add details about when to use this template

Add task items

After saving, click on your template and go to the Items tab. Add the tasks that should be included when this template is imported.

Save the template

Click Save to finalize your template. You can now use it when adding tasks to tickets.

Using a template in a ticket

Open any ticket and scroll to the Tasks section. Click Import and select your template to import its tasks.

Adhoc Tasks

You can also add tasks directly to any ticket without using a template:

Open a ticket

Navigate to any ticket in your workspace.

Find the Tasks section

Scroll to the Tasks accordion section in the ticket details.

Add a task

Click the Add Task button to create a new task item.

Fill in details

Enter a description for your task. You can also assign team members and mark it as complete when done.

Assigned users automatically become followers of the ticket, keeping them in the loop on updates.

Create subtasks (optional)

Click the + button on any task to add subtasks. You can nest tasks up to 3 levels deep to organize complex workflows.

Guides

How To

Resources

Best Practices

Creating task templates

Adhoc Tasks

Guides

How To

Resources

Best Practices

​Creating task templates

​Adhoc Tasks

Creating task templates

Adhoc Tasks