# SAC 360º - Create a task in the service

In the **SprintHub**, creating manual tasks within the ticket ensures that nothing important is forgotten. Use when you need to organize follow-ups, schedule contacts, or delegate activities.

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### 📌 When to use?

* ✅ Record a **follow-up** with the customer
* ✅ Schedule a **call** or **meeting** in the future
* ✅ Delegate an activity to another team member

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### 🚀 Step by Step

1️⃣ **Open the Ticket**\
👉 Access the desired ticket from the conversations or history screen.

2️⃣ **Click on ➕ Create Task**\
📍 The button usually appears on the ticket's side panel.

3️⃣ **Fill in the task information:**

* ✍️ **Title:** clear name. Ex.: `Return call — João Silva (proposal)`
* 🏷️ **Stage:** task status/phase (eg.: *Open*, *In progress*, *Waiting for customer*, *Completed*).
* 🔥 **Priority:** level of urgency (eg.: *Low*, *Normal*, *High*, *Urgent*).
* 👤 **Responsible:** person who will perform the task.
* 👥 **Participant:** user(s) with permission to **edit** the task.
* 👀 **Watchers:** who will be able to **track**/view updates (without editing).
* ⏰ **Due Date:** due date and time / reminder.
* 🗒️ **Description (optional):** instructions, context, script, or checklist.
* 🗂️ **Task type (if configured):** e.g.: *Call*, *Visit*, *Meeting*, *Email*.

4️⃣ **Click “Create task”**\
✅ The task will be linked to the ticket and will appear on the tasks panel.

{% embed url="<https://youtu.be/bX0__Zk48VI>" %}

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### 🎯 Advantages

* Centralized history in the ticket.
* Improves team follow-up and accountability.
* Reduces the risk of tasks being lost in the workflow.

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### 💡 Quick tips

* Use consistent titles (eg.: action — customer — subject) to make searches easier.
* Set the deadline with a time when there is a contact window.
* Use watchers for stakeholders who need to follow along without interfering.


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