Setting up Tasks

Configure task templates to break tickets into trackable subtasks for your team.

Tasks help you break down complex tickets into smaller, actionable items. Use them to organize work, assign team members, and track progress on multi-step issues. Task templates let you standardize common workflows and ensure consistency across your team.

Interactive Walkthrough

Step-by-step

Creating task templates

Task templates let you create reusable sets of tasks for common workflows:

1. Navigate to Workspace settings

   Go to Settings > Task Templates in your workspace.

   
2. Create a new template

   Click the + Template button in the top-right corner.

3. Configure template details

   Fill in the template information:

   • Icon and color: Choose an icon and color to visually identify your template
   • Name: Give your template a clear, descriptive name
   • Description: Add details about when to use this template
4. Add task items

   After saving, click on your template and go to the Items tab. Add the tasks that should be included when this template is imported.

   
5. Save the template

   Click Save to finalize your template. You can now use it when adding tasks to tickets.

6. Using a template in a ticket

   Open any ticket and scroll to the Tasks section. Click Import and select your template to import its tasks.

   

Adhoc Tasks

You can also add tasks directly to any ticket without using a template:

1. Open a ticket

   Navigate to any ticket in your workspace.

2. Find the Tasks section

   Scroll to the Tasks accordion section in the ticket details.

   
3. Add a task

   Click the Add Task button to create a new task item.

   
4. Fill in details

   Enter a description for your task. You can also assign team members and mark it as complete when done.

   Assigned users automatically become followers of the ticket, keeping them in the loop on updates.

5. Create subtasks (optional)

   Click the + button on any task to add subtasks. You can nest tasks up to 3 levels deep to organize complex workflows.