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Scheduling tasks

Schedule the work that comes out of a request and follow it in the calendar.

Creating a task

From a request, in the tasks panel: title, owner, team, start and end (or estimated duration), due date, priority and visibility (internal or visible to the requester). A warning flags any overlap with another task of the same agent.

Following tasks

  • Task list (/o/<your-organisation>/taches): filters by agent, team, status, period and overdue tasks.
  • Calendar (/o/<your-organisation>/taches/calendrier): week or month, per agent or per team; drag a task to reschedule it.
  • Start, complete or cancel a task and log time spent; every change goes into the request’s history.

Effect on the request

Under Settings › Tasks (/o/<your-organisation>/parametres/taches), an administrator chooses what happens when all tasks are done: No effect, Suggest resolution or switching to resolved. Tasks never close a request on their own.