Ticket Tasks

Ticket Tasks simplify tracking corrective actions by creating a 'to do' list right within a ticket.

You can add to this list, assign specific items to teams or individuals, edit items, and track everything to completion.

Here's an example of how they look within a ticket on the web app and in iOS:

How Ticket Tasks work

If Ticket Tasks are enabled and set to be created automatically, then when a ticket is created from a flagged or deficient inspection, it will automatically include a to-do list with any failing or deficient line items.

You can edit this list, mark off items as complete, assign items to specific people or teams, and add additional tasks. Completing the list will not close out the ticket, which you will still do as usual.

If Ticket Tasks are enabled, but not set to be created automatically, you can still make a task list within a ticket.

Ticket Tasks sync seamlessly, without requiring users to tap 'Download New Data.'

Downloading Ticket Task data

To download data associated with ticket tasks, open the 'Tickets' tab in the web app. Click 'Export' in the top navigation bar, then choose 'Ticket Tasks' from the drop-down menu.

You can use the 'Filters' button to the left of the 'Export' button to refine the data you would like to download.

What if I don't see Ticket Tasks?

This is an optional feature that can be turned on or off by an account administrator.

See Adjust Ticket Task Settings if you would like to turn Ticket Tasks on or off, or change whether or not they are automatically created.

How can Ticket Tasks help my team?

Example: Shared Responsibilities

During a routine inspection, an inspector notes that the exterior windows need cleaning, the trash cans don't have liners, and there's a spot on the carpet that needs stain care. Because these line items are deficient, the inspection automatically creates a ticket and alerts the people who needs to know.

The ticket contains a list with the windows, trash can liners, and carpet stain as to-do items.

The site's supervisor is notified when the ticket is created. They assign the window cleaning task to the operations supervisor, who is in charge of coordinating with the window cleaning contractor. Then, they assign the trash can liner re-stock and carpet stain to the team who will be in the next day. Finally, they create an additional task for themselves to notify the client about when the window cleaners will be on-site.

As everyone completes their assigned task, they check off their assigned line-items. The team on-site also attaches photos of the spots on the carpet that they tackled to create before-and-after images for the client.

When it's all been taken care of, the site supervisor closes out the ticket.

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