×

Task Tags Settings and Options

 
Tags allow labels or data to be associated with specific tasks in the help desk for the purpose of ease of task identification or to provide other information.  Tasks can be filtered based on task tag values.  Task tag values are displayed in the task list on the task cards.  Task tags are a method for used for classifying tasks in the tiHelpdesk instance.  Sample task tag values are displayed on the screenshot below and will vary by help desk instance and industry.  There are two ways to associate task tags with a task.  Tags can be assigned when an agent creates or edits a task.  They may also be assigned from the header while a task is being viewed. An example of when tags may be useful is in the case of "billable" work performed, or in the separate case where a task contains information that should be documented.  By creating "billable" and "documentation" tags and then assigning them to task when appropriate, tasks can then be filtered on if they have a "billable" tag for the purpose of generating invoices at the end of the month, or can be filtered on "documentation" tag by the content creator team when updates are being made to the appropriate documentation. Tags easily allow tasks to be tagged for future identification and filtering.
 
For more information about applying task tags to specific tasks, please refer to the section Tags. The image below demonstrates the visibility of task tags "code release" and "documentation" assigned to tasks and displayed in the list:
 
 
 
Not all features and options may be available depending on the subscription level.
 
 
Task Tags Settings and Options
1

Require on Submit

1. Require on Submit
Determines if this field requires a value in order for the task to be opened or submitted.
2

Require on Close

2. Require on Close
Determines if this field requires a value in order for the help desk task to be closed.
3

Staff Label

3. Staff Label
The field label that is displayed to Agents and Staff members in the tiHelpdesk instance for this field in tiHelpdesk.
4

Consumer Visibility

4. Consumer Visibility
Is this field visible to the consumer users when entering tasks in the help desk.
5

User Can Edit

5. User Can Edit
Can the consumer user set the value for this field when entering a task in the help desk.
6

Require on Submit

6. Require on Submit
Determines if this field is required to have a value in order to create or submit a new task in the help desk.
7

Consumer User Label

7. Consumer User Label
The field label that is displayed to consumer users for this field in tiHelpdesk.
8

Tag Value

8. Tag Value
Value of tags that can be selected and assigned to a task.
9

Add New Tag Value

9. Add New Tag Value
Add new assignable tag value in tiHelpdesk.
10

Save Changes

10. Save Changes
Save the changes to the field settings.
11

Cancel Changes

11. Cancel Changes
Cancel the changes to the field settings and revert to previous settings.