The list action tool bar allows the user to jump to and open a specific help desk task, add a new Task, Consumer User / Customer, Company, Product / Group or Agent / Staff member and perform specific actions on one or more tasks or issues, contacts or staff member accounts using bulk actions. Standard bulk actions include: Close, delete, add to watch list and link tasks or issues. Depending on the users privileges and subscription not all features and options may be available.
Jump to Task
Type a issue or task's reference number in the jump to task text box and press enter to open a specific task. If data has been imported from an external help desk a user can lookup a task or issue by the legacy reference number. When a issue or task's reference number is entered into the dialog box proceeded by # character the help desk will open the legacy task or issue based on the issue or task's reference number assigned in the previous help desk.
Add a new Task or issue, Consumer User / Customer, Company, Product / Group or Agent / Staff members to tiHelpdesk by selecting the appropriate option from the New menu.
Depending on on the current subscription, the To-Do button allows a user to add or remove one or more selected tasks to the assigned users To-Do List. Requires that a task has a staff member or agent assigned in order for a task to be added to a staff member or agent's task list.
Depending on on the current subscription, the Watch List button allows a user to add or remove one or more selected tasks to or from a users watch list.
Depending on on the current subscription, the Delete button allows a user to Delete one or more selected tasks. Tasks that are deleted are not visible unless the filter "Show deleted tickets" checkbox is check. Deleted tasks are permanently removed 30 days after they are deleted.
Depending on on the current subscription, the supplemental menu allows you to perform additional bulk actions on one or more selected tasks.
Link tasks
Select linked tasks menu option to create a relationship between multiple selected tasks. To find out more about linked tasks refer to the Linked Tasks help section.
