3Dolphins
Anywhere EN
Anywhere EN
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  • How to Using 3Dolphins Anywhere
  • Task
    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
  • Ticket
    • Reply Ticket
    • Transfer Ticket
    • Escalated Ticket
    • Reassign Ticket
    • Takeover Ticket
    • Closed Ticket
    • Search Ticket
    • Agent Performance
    • Ticket Notification
    • Page Listing
  • Priority
    • Priority Ticket
  • Analytic
    • Analytic
  • Team
    • Team Chat
      • Send Message
      • Send File
    • 3Dolphins Meet
  • Account
    • Account
    • Accessibility
    • Info
    • Logout
  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product to Deal
      • Note on Timeline Tab
      • Transfer Deal to Another Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Edit Contact
    • Company
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On this page
  • Mark Task as High Priority
  • Set Due Date and Reminder Date
  • Add Checklist
  • Add Participant
  • Add Observer
  • Add Responsible Person
  • Add Related Ticket and Customer Name

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  1. Task
  2. Task

Create Task

PreviousTask FeatureNextEdit Task

Last updated 4 years ago

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To create a new task, tap the 'plus' button ( )at the bottom right corner. They have responsible persons, participants, and observers. Tasks can be created for individual employees, several employees, or entire departments. Enter task name and detail of task.

Mark Task as High Priority

A high priority is making a responsible person aware that this task is important and must be accomplished as soon as possible. By default, every task created has a low priority. However, if you want to mark the task as a high priority, just activate this option.

Set Due Date and Reminder Date

Due date feature allows you to add the estimated time required for each task. When creating a task, click due date and set specify the date and time estimate of the task.

If you have too many tasks, it becomes hard to remember all of them. In 3Dolphins anywhere, you can set reminder date and be sure that you won’t forget about tasks. When creating a task, click reminder date and set specify the date and time of the reminder.

Add Checklist

A task checklist is a type of ‘to-do list’, which helps to ensure consistency and completeness in carrying out a task. To create a checklist, tap ‘+ Add Checklist‘ when adding a new task. You can create an unlimited number of checklists.

Add Participant

You can add users that can help the Responsible person to finish the task if it’s needed. They can perform the same actions as the responsible person. Tap ‘add’ participant, search and select participant by tick the member and tap the 'select' button on the right top of the page.

Add Observer

You can add users that can observe the work on the task, leave comments, get notifications, but can’t participate in the work on this task. Tap ‘add’ observer, Search and select observer by tick the member and the 'select' button on the right top of the page.

Add Responsible Person

You must add a person who will work on a task and will be responsible for its implementation. Tap ‘add’ responsible person, search and select the responsible person by tick the member and tap the 'select' button.

Add Related Ticket and Customer Name

You can add related tickets based on ‘customer name‘ or ‘ticket number‘ that available in the inbox, escalated, transferred, unassigned, team, or closed tab.

To create another checklist, tap the ‘+ Add Checklist’ button again, or you can delete a checklist item by tap the 'Delete' button ( ).

Create New Task
Mark as High Priority
Due Date
Reminder Date
Add Participant
Add Observer
Responsible Person
Add Customer Name