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Open : Open for Consideration

Attention to Tasks Needed

Related products:Freshservice
  • June 30, 2023
  • 15 replies
  • 340 views

mbutler
Top Contributor ⭐
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I believe that FreshService is missing a huge opportunity when it comes to the way tasks are handled. We just rolled out FS and I was hoping to use tasks in order to structure clearly defined processes within our organization. The idea is that a SR would be submitted and tasks created for groups that had work to do in order to fulfill the SR.

The problem?

Tasks are not working that well in FS. I see three different problems that require some solutions and improvements in order to make this function the way most people would expect it to work.

  1. No unique task URL. Since I’m assigning tasks to a group and not an individual, it takes multiple clicks for a user to see any upcoming tasks. (My Work → Tasks → My Group Tasks → Upcoming). If there was a unique URL, the URL could just be bookmarked. We tested this, but that doesn’t work.
  2. There is no UI notification when a new task is assigned. Like incidents, it should be easy to put a red bubble notification with the quantity of tasks assigned - as I mentioned previously, there is no UI notification that a task is assigned - you have to rely on the email and that is easily missed.
  3. Lastly, I have been looking for a solution - it seems that for years, people have been begging to get the tasks updated, so I’m not very hopeful that this request or any other will benefit the community. I think tasks could be used very powerfully for organizations where a ticket doesn’t need to bounce around, but instead just one ticket could remain open while groups complete their tasks

I hope to see FreshService put some effort into the tasks - as I mentioned previously, they could be very powerful to organizations that don’t want to unnecessarily open child tickets to accomplish a task. The days of moving a ticket from group to group should be over - that’s a slow way to handle customer service when multiple groups need to be involved. Tasks are the future; we just need to treat them that way.

November 13, 2023

Thanks for your valuable feedback. We take it seriously and here are some improvements on tasks which were recently launched and ones in the works:

  1. Automations for tasks have been significantly improved
  2. Task list page has been fully revamped
  3. Custom fields can now be added in tasks
  4. Custom statuses for tasks - WIP
  5. Allowing users to order/reorder tasks within a ticket or a change and define if they can be executed in parallel or sequentially - WIP

We will consider the feedback regarding in-app task assignment notifications and URL as well. Will keep you posted on the progress.

 

Thanks again for the valuable feedback. Please keep that coming.

15 replies

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  • Community Debut
  • July 7, 2023

Some great feedback. I am bumping this in the hope that Fresh Service give it some limelight. 


mbutler
Top Contributor ⭐
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  • Author
  • Top Contributor ⭐
  • July 7, 2023

One more point, if you’ll allow me:

  1. When I leave the Tickets, Problems or Changes page, it saves my view of what I’m looking at. If I go back to tickets from another item, I go back to the exact same view that I was looking at - this isn’t true for tasks. This goes back to my comment that Tasks haven’t received the attention that they deserve. Tasks could be a powerhouse feature if they were treated with the same fervor that Tickets, Problems, and Changes were.

mbutler
Top Contributor ⭐
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  • Author
  • Top Contributor ⭐
  • July 7, 2023

Some great feedback. I am bumping this in the hope that Fresh Service give it some limelight. 

Thank you!


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  • Contributor
  • July 7, 2023

It would also be nice to set task deadlines based on the value of a service request field.


mbutler
Top Contributor ⭐
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  • Author
  • Top Contributor ⭐
  • July 7, 2023

It would also be nice to set task deadlines based on the value of a service request field.

Excellent idea!


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  • Top Contributor ⭐
  • August 7, 2023

I agree completely.  For our offboarding tickets, i had to create a whole separate workflow to assign the due date of a task to match that of the ticket once the task is assigned.  It is ridiculous.  Also, the fact you cannot search for tasks is not convenient.  Cannot round robin assign tasks either


alyssia.correa
Skilled Expert
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New IdeaOpen : Open for Consideration

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Thanks for your valuable feedback. We take it seriously and here are some improvements on tasks which were recently launched and ones in the works:

  1. Automations for tasks have been significantly improved
  2. Task list page has been fully revamped
  3. Custom fields can now be added in tasks
  4. Custom statuses for tasks - WIP
  5. Allowing users to order/reorder tasks within a ticket or a change and define if they can be executed in parallel or sequentially - WIP

We will consider the feedback regarding in-app task assignment notifications and URL as well. Will keep you posted on the progress.

 

Thanks again for the valuable feedback. Please keep that coming.


Forum|alt.badge.img+4
  • Skilled Expert
  • May 22, 2024

Thanks for your valuable feedback. We take it seriously and here are some improvements on tasks which were recently launched and ones in the works:

  1. Automations for tasks have been significantly improved
  2. Task list page has been fully revamped
  3. Custom fields can now be added in tasks
  4. Custom statuses for tasks - WIP
  5. Allowing users to order/reorder tasks within a ticket or a change and define if they can be executed in parallel or sequentially - WIP

We will consider the feedback regarding in-app task assignment notifications and URL as well. Will keep you posted on the progress.

 

Thanks again for the valuable feedback. Please keep that coming.

Hi Sampath,

Where can we add task fields? I don’t see where this would be.

Also, when are custom statuses going to be an option?

Thanks,

Elisha


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  • Contributor
  • May 22, 2024

Thanks for your valuable feedback. We take it seriously and here are some improvements on tasks which were recently launched and ones in the works:

  1. Automations for tasks have been significantly improved
  2. Task list page has been fully revamped
  3. Custom fields can now be added in tasks
  4. Custom statuses for tasks - WIP
  5. Allowing users to order/reorder tasks within a ticket or a change and define if they can be executed in parallel or sequentially - WIP

We will consider the feedback regarding in-app task assignment notifications and URL as well. Will keep you posted on the progress.

 

Thanks again for the valuable feedback. Please keep that coming.

Hi Sampath,

Where can we add task fields? I don’t see where this would be.

Also, when are custom statuses going to be an option?

Thanks,

Elisha

Hi Elisha.

At the global level it sits under Ticket Fields:

 

Kind regards,

Fabrice


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  • Contributor
  • May 22, 2024

Could we also get an All My Tasks widget that links to the Task UI for the dashboards so that agents can have a central location to pick all work up from?


abateson
Community Debut
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  • Community Debut
  • May 22, 2024

Great Ideas here! +1  Would also like to see task email notifications updated, if I assign a task to a group + agent at the same time it should only notify the agent, not the entire group. The group should only be notified if a task is assigned to their group without a specific agent. This has caused us to assign tasks to individual agents and leave groups blank which doesn’t allow supervisors to view “all my groups tasks” for example. 


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  • Contributor
  • June 5, 2024

Another feature I’d like to have is a button from the task list view to pickup the task - Autoassign.


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  • Active Contributor
  • December 16, 2024

The feedback given to me is that all work should work should be clearly visible in one place, regardless if it is an incident, request or task.  Searching a different place for a task seems random unless your work is done only via tasks.  For that reason, our organization does not use Tasks.  


David Pietrs
Skilled Expert
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  • Skilled Expert
  • December 16, 2024

Recently my org has been using tasks more. One update that would be nice to see in tasks workflow is the ability to send an email to the assigned agent group. Currently you can only send an email notification to the agent, if there is a specific agent assigned. 


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  • Contributor
  • January 15, 2026

I see this thread is stagnant and would like to voice my feelings about tasks here. We would LOVE to use tasks more. A huge gripe from our business agents is that the tasks are easier to miss than tickets because of their lack of dashboard monitoring. 

If I can create a custom task view/filter, just as I can with tickets, why can I not assign that task view to a score card on my dashboard? This provides quick visibility into number of tasks that need attention and a shortcut to the task view. The tasks module is available in the score card setup, only ever with the default view available. 

Being able to build a task list directly into a Service request would be greatly appreciated too. Using workflows can get ugly, especially when logic gets involved for what tasks that only sometimes need to be made.