What is the best way to work with Helpdesk Tickets and Project Tasks?

Question

We are using the Project and Helpdesk Apps to manage the work from our Consulting and Support teams.
We have both pre-planned (Tasks handled by the Consulting Team) and ad-hoc / on-demand (Tickets handled by the Support Team) requests from Customers.
What is the best way to work with both? Although some Tickets can be solved quickly, others require the resources of the Consulting Team and we'd like a seamless handoff so nothing falls through the cracks.

Ray Carnes (ray) · Accepted Answer

Convert each Ticket needing the second Team to a Task:
image [1]

The Project and Stage can then be selected:
image [2]

The Helpdesk Ticket is archived at this point.

[1] /web/image/92699125-ddc50f3c/image.png?access_token=621f78b6-665a-40d3-b41d-2516dc97ec34
[2] /web/image/92699116-c16cfadd/image.png?access_token=69c436ed-e145-4b4e-bcf6-4fbcbc555b0e

Post Terkait	Replies	Tampilan
Reply by email to helpdesk ticket problem Diselesaikan ticket helpdesk	3 Mar 25	5910
Overview of all notes project tasks	0 Feb 24	2589
Unable to assign tasks to employees Diselesaikan project tasks	2 Okt 23	2757
Project and Tasks Diselesaikan project tasks	1 Jul 23	2910
How to get first help desk message from the customer in the create method? ticket helpdesk	0 Mei 21	4815

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