All tasks at One place 

This section allows you to view all of your tasks in one location.

To manage your tasks, go to the right hand corner of the page and click the filter icon. A popup window will appear.

Fill in your filter type and operator preferences from the dropdown menus.

You can apply multiple filters of your choice. 

Once the filter is created,

Click on Search data. 

There are three dots in the upper right corner of the page. If you click on them, you will see the following:

• Manage Column: Customize the columns in your task list to display the information that’s most relevant to you. This allows you to view your tasks in a way that suits your workflow.
• Export: Easily export your task list for reporting or sharing purposes. You can download your tasks in a format that works for you, such as Excel or PDF.
• Filter: Use the filter option to sort and find specific tasks quickly. This helps you focus on the tasks that matter most, whether they’re urgent, overdue, or assigned to a specific category.
• Help, FAQ, and Videos: If you need assistance, you can access the Help section, FAQs, and tutorial videos related to Task Management. These resources provide step-by-step guidance and answers to common questions, making it easier for you to navigate and use this module effectively.

 

Mass Update

In the Task Management section, choose the tasks or tickets you want to update by selecting them from the list.

Open Mass Update: Click on the Mass Update option. 

A form will appear with various fields that you can update.

Fill in Details: Enter the new information in the fields provided. 

This might include status updates, priority changes, or any other relevant details.

Apply Update: Once you’ve filled in the necessary information, click to apply the updates. 

All selected tasks will be updated simultaneously according to the changes you’ve made.

This feature works similarly to updating a single open service ticket but allows you to do it for multiple tasks at once, making it a great time-saver.