Create Task

To create a new task, click the '+ New Task' button in the upper right corner. Tasks can be created for individual agents, several agents, or the entire agent's group. For example, enter the task name and details of the task.

New Task

Mark Task as High Priority

A High priority is to make a responsible person understand that this task is important and needs to be completed 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.

Mark High Priority Task

Set Due Date and Reminder Date

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

It is possible to set the due date feature mandatory or optional.

Set Due Date

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

Set Reminder Date

Add Related Ticket

You can add tasks based on ticket customers by inputting keywords based on 'customer name' or 'ticket number'.

It is possible to include multiple related tickets in one task.

Related Ticket

Add Responsible Person

You can add a person who will work on a task and will be responsible for its implementation such as start the task, edit the task and finish the task.

Responsible Person

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 like starting and finishing the task.

This feature can be configured to be applied or concealed.

Participant

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, such as start task, edit the task and finish the task (observers can only view the task).

Observer

Add To Do List

A task to do list is a type of 'checklist' item that helps ensure consistency and completeness in carrying out a task. To do that, add items to the box section of the to do list, and then click the 'Plus' button. You can also delete a checklist item by clicking the 'Delete' button ().

To-Do List

Add Attachment

You can attach supporting documents to each task that created. The document can be a file, image, audio, or video.

Attachment

Add Multiple Task

it is now possible to submit multiple tasks simultaneously with the development of the 'Another Task' button.

Another Task

Add task information as needed. Then click the 'Add' button to add your task. There is no limit to adding tasks simultaneously.

Another Task Added