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Tasks System Foundations
Tasks System Foundations
This topic describes how to navigate in Tasks page.
How Do I Use and Navigate the Tasks Page?
This help content provides a comprehensive guide on how to effectively use and navigate the Tasks Page. Users will learn how to: 1. Open the Tasks Page: Accessing the central hub for managing operational work and support requests. 2. Differentiate Tasks from Tickets: Understanding the classification based on urgency and type. 3. Utilize Search and Filter: Quickly locating specific work items using Task ID or Title. 4. Choose Display Modes: Switching between Kanban View for a visual overview and Table View for detailed task management. 5. Group Tasks: Organizing tasks by Status, Priority, Due Date, or Responsible Team to streamline workflow. 6. Sort and Control the List: Adjusting internal order and using quick actions for effective task management. Overall, this guide aims to enhance daily execution by making task management easier and less error-prone.
Task vs. Ticket Logic: Classification & Responsible Team Assignment