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Creating & Using Task Templates

With Task Templates, you can easily create a set of known frequently used tasks. Whether it be a checklist of to-do items to maintain your IT infrastructure or steps to onboard a new hire, using task templates ensures that nothing gets missed out. Applicable Plans: ✖️ Mighty ✖️ Fantastic ✔️ Enterprise ✔️Ent…

Task Management: Create & Manage tasks within tickets

HappyFox now has a way to create a list of tasks under each ticket. Be it on- boarding a new hire or a new service request or initiating an RMA process; create tasks and assign it to different agents who will be carrying them out. HappyFox will restrict you from closing the ticket until all the tasks are marked as co…

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