Hi all, I thought this would be really straight forward… but I want to add To-Do list items to tickets via automation.
For example “If an Agent tags a ticket as Offboarding, add these To-Do list items
1) Disable Accounts
2) Retrieve Computer
3) Send Supervisor the Offboarding checklist”
Am I unable to do that? It seems like a simple and obvious thing to want to do. I saw one other thread but they didn’t get an answer...
Hi
Greetings from the Freshworks community!
We understand that you would like to add To-do list through automation. Unfortunately we do not have provision to support the action of adding the to-do list through automation rules at the moment. However, as a workaround you can add a note to the ticket whenever the tag is updated on a ticket and the agent can add the details in their to-do list.
Please have a look at our Ideas page, and post your ask here. We will look into this and take this up from our end.
I’d like to take it a step further and loop through the software assigned to that user and add tasks or sub-tickets to remove access for said software. Doesn’t seem to be available yet and the offboarding module doesn’t seem to work for this either.
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