tasks and workflows in FreshService

For service requests that have multiple tasks, I setup task automation workflow to check on status change of a task. The tasks are typically ordered task 1 - some description hrough task 7 - some description. Then on task change I have conditions setup for each service request type and if the task title is task 7, action = close ticket.

If I have several service requests with just 1 task I can group them together in the condition statement for the item name and all close after task 1, then it consolidates the workflow.

It’s a great solution that would work if the tasks are completed in order.  For me, there’s no dependencies on the tasks, they can be done in any order at any point in the process.

I agree. I ran into that and solved it by service requests with multiple tasks I ensure that the last one, is a final task even if the task is labeled Task 7 - Verify all work and Close Ticket at least I know that is the stopping point.

@PatrickMurphy Awesome solution to this! I like the idea of running conditionals based on the task title, then we can make sure that we are completing all tasks prior to closure of the ticket. We have crossed this issue with agent training, but I am all for automation!

In FreshService, tasks and workflows are streamlined to improve efficiency and automate repetitive actions. Users can create custom workflows to assign tasks, set priorities, and track progress. For example, the lbc mobile app can be integrated to manage tasks on the go, enhancing productivity

Tasks and workflows in FreshService help streamline IT service management by automating routine processes. With customizable workflows, teams can manage requests, incidents, and approvals efficiently. FreshService allows users to design and track tasks, ensuring smooth collaboration and faster issue resolution. Moreover, audience can read this blog Laurent Delahousse