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It covers Task Templates versus ad hoc Tasks, creating Tasks from the ticket UI, adding priorities and details, and using template search and filters. The content also details attachments on mobile and cloud sources, administration of attachment security, assignment to people or groups, notifications for implementers, and reordering staged Tasks while respecting Task group boundaries.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/task-management-creating-and-assigning-tasks/242896/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/task-management-creating-and-assigning-tasks/242896.png","ImageObject",442,249,{"name":88,"@type":89},"Pentious","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-09","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the purpose of dividing a ticket solution into separate Tasks?","Question",{"text":109,"@type":110},"Dividing the solution into separate Tasks helps manage and monitor the incident request as it moves toward resolution, especially when multiple actions, procedures, or processes are involved.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What is the difference between a Task Template and an ad hoc Task?",{"text":114,"@type":110},"A Task Template is a predefined Task you can quickly add, including templates for Task groups. An ad hoc Task is created manually without using a template.",{"name":116,"@type":107,"acceptedAnswer":117},"How are Tasks assigned and how do implementers track progress?",{"text":118,"@type":110},"Tasks can be assigned to a person, multiple people, or a support group. The assigned implementer receives notifications to perform the assigned Tasks and can log progress as each Task is completed.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},242896,1790364792,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1374404730887,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","Task Management  \nTasks Overview  \nManaging Your Tickets with Tasks  \nTickets should always be managed by a single group to allow for unity and customer relationship. The same group should manage the ticket from request to completion. A Task is a unit of work that needs to be completed as a step in resolving a ticket, but cannot be done by the assigned Support Member alone.  \n• If the solution to a ticket involves more than one action, procedure, or process, consider dividing the solution into separate Tasks.  \n• If the solution to a ticket involves more than one Support Group, instead of reassigning the ticket, simply assign the action as a task under the ticket.  \nDividing the solution into separate Tasks can help you to better manage and monitor the incident request as it moves toward resolution. Smart IT allows you to add Tasks to incidents, work orders, and change requests.  \nTask and Task Groups  \nYou can use a Task Template to add a Task to a ticket, or you can create an ad hoc Task. Task Templates are predefined Tasks that you can quickly add to an incident request. An ad hoc Task is created manually without using a Template. When using Task Templates, you can also add Tasks that are divided into subTasks. A Task that has subTasks is called a Task group. SubTasks in a Task group are called \"children\" of the Task group.  \nAlthough Tasks and Task groups are related to specific tickets, information about the Tasks and Task groups is stored on a separate Task form. You can relate an unlimited number of Tasks or Task groups to a ticket.  \nCreating Tasks  \nIntroduction  \nOn the Tasks section on the ticket, users can perform the following actions:  \n§ Add Blank Task—Add a new Task  \n§ Add Task from Template—Add a Task by using a Task Template  \n§ Reorder Tasks—Reorder the Tasks listed in the Tasks section  \nAdding a Task  \nYou add Tasks directly from the ticket.  \n1. Open the ticket you need to add the Task to.  \n2. On the Tasks tab, click + Add Task.  \n3. Select one of the following choices:  \n• Add a blank Task—Select this option to create the Task from a single Task Template, or to create an ad hoc Task.  \n• Add a Task from a Template—Select this option to create a Task from a single Task Template or Task group Template.  \n4. For an ad hoc Task, provide the Task title, description, and priority.  \nIf creating an ad hoc Task, the option to fill out the ticket fields using at Template is still available under Select Task Template.  \n(Optional) If you are using a Template, you can search for a Template by typing a part of the name in the search field. Alternatively, you can filter the list of Templates using the following criteria:  \n\n| Type | Activity type |\n| --- | --- |\n| Single Tasks | Manual—An action (for example, replacing a cable) is performed by a person\u003Cbr>Automatic—A predefined instruction is automatically executed by the Task |\n| Task Groups | Standard—A flow mechanism establishes how the Tasks relate to each other\u003Cbr>Sequencing—Sequencing strictly specifies the order of Tasks |\n\nFrom the search results, select the Task to use to create the Task.  \n5. Save the Task.  \nAfter adding a Task, update Task details. For example, schedule a start and stop time, add attachments, or select an assignee. If the ticket is auto-assigned, the Task uses the assignment rules of your organization.  \nTask Management  \nAdding Attachments to Tasks  \nWhen using Smart IT on mobile devices, you can attach files from the following locations:  \n• Files stored on the local devices.  \n• Files stored on cloud storage such as, Google Drive, Dropbox, OneDrive, and Box.  \nOn iOS devices, the Add Attachment option, and on Android devices, the From files and Dropbox options enables you to attach files that are on cloud storage when you create or edit change requests, and when you add a comment.  \nAdmin Note: The administrator can configure the attachment criteria, and the supported file extensions in BMC Remedy ITSM, in the Attachment Security tab","cbCaifOOgOsITIqL","https://ap.wps.com/l/cbCaifOOgOsITIqL","pdf",531826,"English","# Tasks Overview\n## Managing Your Tickets with Tasks\n## Task and Task Groups\n# Creating Tasks\n## Adding a Task\n## Adding Attachments to Tasks\n## Assigning Tasks\n## Reorder Tasks","[{\"question\":\"What is the purpose of dividing a ticket solution into separate Tasks?\",\"answer\":\"Dividing the solution into separate Tasks helps manage and monitor the incident request as it moves toward resolution, especially when multiple actions, procedures, or processes are involved.\"},{\"question\":\"What is the difference between a Task Template and an ad hoc Task?\",\"answer\":\"A Task Template is a predefined Task you can quickly add, including templates for Task groups. An ad hoc Task is created manually without using a template.\"},{\"question\":\"How are Tasks assigned and how do implementers track progress?\",\"answer\":\"Tasks can be assigned to a person, multiple people, or a support group. The assigned implementer receives notifications to perform the assigned Tasks and can log progress as each Task is completed.\"}]","Task Management - Creating and Assigning Tasks | PDF",1789196634]