Insights tasks

A unique feature allowing you to set up notes and To Do lists against any combination of Client, Ticket Board, Ticket Type, Sub-type and Item

If you have a specific multi-stage process you follow to set up a new user for a specific client, you can create a task that shows at the top of Insights when the ticket matches the client, the Ticket Type matches Request, and the Sub-type matches New User.

Setting up tasks

Clicking the tick box icon on Insights' left-hand menu opens the Tasks section.

You can view existing tasks (which can be edited) or use the Add new task section. The selectable options — Board, Ticket Type, and so on — pre-populate to match the current ticket but can be changed. Provide a task name and an optional description, then click Create task.

The less specific you are, the more tickets the task will show on. For example, if you were to select All companies, All boards, All types, All subtypes and All items, the task would show at the top of Insights for every single ticket in ConnectWise.

Adding task steps

• Enter task steps line-by-line
• Create clickable hyperlinks by placing full URLs inside square brackets: [https://www.google.co.uk]
• Reorder steps by clicking and dragging

Editing tasks

Tasks do not require step-by-step entries. The description box alone can serve as a place for important notes or information to be displayed at the top of matching tickets.