How do you assign a task to a ticket form?
How do you assign a task to a ticket form? I opened my ticket form and the client portal settings for the form but there isn't a place to attach a task by default.
Asked by Darryl Kimak
on Fri 3/22/24 5:08 PM
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Answer (1)
This answer has been marked as the accepted answer
Brittany Renn
Mon 3/25/24 9:03 AM
Hi Darryl,
You'd have to either build a workflow with task steps and assign that workflow to tickets created with this form using an automation rule, or build a task template and have an automation rule assign that task template to all tickets created using that form.
Let me know if you have further questions.
Best,
Brittany Renn
TDX Support
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