Working with Tasks in TeamDynamix

Environment

TeamDynamix

Issue

Technicians occasionally have to work with tasks in TeamDynamix

Resolution

If a ticket needs several processes to happen before it can be closed, a technician can add tasks instead of creating a new Incident or reassigning a ticket. 

One technician keeps the responsibility while other units complete necessary tasks. The responsible technician must still provide services and communicate with the client. 

A ticket’s tasks appear on the right side and display in your work just like an Incident. Tasks can be dependent on each other or stand alone.  

Creating a Task 

3. Click the title of the ticket you’d like to add a task to
4. Click Add from the General Tab
5. Select Task
6. Enter a title for your task
7. Enter the Responsible person or group
8. By default, an email notification will be sent to the Responsible person or group. Uncheck the box if you don't want to notify the person or group about the task.
9. Enter a details of the task in the Description field
10. Click Save

OR

1. Click the Tasks/Activities tab
2. Click +Add and select Task from the drop-down menu 
   1. Enter a title for your task
   2. Enter the Responsible person or group
   3. By default, an email notification will be sent to the Responsible person or group. Uncheck the box if you don't want to notify the person or group about the task.
   4. Enter a details of the task in the Description field
   5. Click Save

Updating a Task 

Use the Update feature for changes in tasks such as percent complete, adding comments, and adding notifications. 

1. Click the Tasks/Activities tab
2. Click Update 
3. Update the title, description, responsible as needed
4. Click Save

Deleting Tasks 

Click the Tasks/Activities tab to open the tasks window and click Delete All Tasks. 

Task Templates 

A task template is a predefined series of tasks used regularly. At times, task templates will be available for certain repeated tasks. To have a task template created, please submit a TeamDynamix request.

Additional Information

 See also:  Showing Your Group's Tasks and Tickets on Your TeamDynamix Dashboard

Need additional information or assistance? Submit a request here: ITS-TeamDynamix Support.