Tasks Module

The Tasks module, based on the Kanban method, helps organize customer service team workflows. In Responso, you can create tasks that are linked to tickets.

Project View

All tasks created within organizations you have access to can be found in the Tasks section, located in the left-hand side menu. Tasks are grouped into projects, also known as boards.

Each board’s overview displays:

• Board name

• Creator of the board

• Assigned team members

• Number of tasks created within the project

By clicking the three dots in the upper-right corner of the board preview, you can choose from the following options:

• Show Project – View the full details of the board (you can also access it by clicking the board name).

• Edit Project – Change the board name or update the list of assigned team members.

• Close Project – Change the board status from open to closed.

You can also use the Filter button to view either open or closed projects.

Creating a New Project

To create a new project, click the Add Board button. In the displayed window, enter the project name in the Title field. By clicking the Assign to Project field, you’ll see a list of people from your organization who can be granted access to the board. You can assign any number of people to the project. Once everything is set, click Save.

Detailed Board View

Tasks within each project can have one of the following statuses: New, In Progress, To Review, or Completed. Based on the status, tasks will appear in the corresponding section. To move a task to a different section, simply click and drag it to the desired area, automatically changing its status.

From the board, you can view task details such as the title, the creator, the start of the description, any assigned labels, the creation date, and the number of comments (commenting functionality will be added soon). If the task is linked to a ticket, a link to the ticket will be visible. To edit or view full task details (including the full description), click the pencil icon next to the task title.

Creating a Task

You can create a new task in two ways:

• From the Project – Click the Add Task button in the upper-right corner, or use the Add Another Task option under a selected section or by expanding the three dots in the header of the section. When creating a task from the project level, you cannot change the board it’s assigned to, but you can set its status.

• From a Ticket – Click the three dots at the top of the ticket (next to the printer icon) and select Add Task. In this case, you can choose which project to assign the task to, but you cannot change its status (it will default to "New").

In the task creation window, you can assign people to the task, add a title, include labels if needed, and write a description. When creating a task from the project, you have extensive text editing options in the description field.

Creating a task from a ticket automatically links the task to that ticket. In the ticket view, under the Tasks section in the right-hand information panel, boards with tasks linked to the inquiry will be displayed. A single ticket can be linked to multiple tasks. However, it's not possible to link a ticket to a task created directly from the project view.