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To-Do list: It should be an option to make the to-do list mandatory

Related products:Freshdesk
  • December 17, 2019
  • 3 replies
  • 20 views

It would be nice if the To-Do list had an option to be mandatory to clear / check before being able to close or resolve a ticket.


This would ensure that the tasks are seen before closing a ticket.

3 replies

suprabha.somanathan
Community Debut

@Tommy


The to-do feature of Freshdesk is mostly used as a sticky note section of the ticket where agents can leave quick notes of the tasks for him/her to be completed. This is set to the preference of the agent working on the ticket and thus, this is not mandatory.


If you are looking for a mandatory note section, you could create a multi-line text ticket and the same could be made - Required when closing the ticket, thus agents would be prompted to fill in this field for sure.


Thanks!


  • Community Debut
  • January 14, 2021

I am unable to see the ‘To Do List’ on my dashboard, could you advise how to see this?

 


geebranz
  • March 9, 2021

This is sooooo helpful :)

 

 

 

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