360º Support - Create a task in the support ticket

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.

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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.