SAC 360º - Create a task in the support case

No SprintHub, creating manual tasks within the conversation ensures that nothing important is forgotten. Use it when you need to organize follow-ups, schedule contacts, or delegate activities.

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📌 When to use?

• ✅ Log 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 Conversation 👉 Access the desired conversation from the chat screen or history.

2️⃣ Click ➕ Create Task 📍 The button usually appears in the conversation's side panel.

3️⃣ Fill in the task information:

• ✍️ Title: clear name. E.g.: Call back — John Silva (proposal)

• 🏷️ Stage: task status/stage (e.g., Open, In progress, Waiting for customer, Done).

• 🔥 Priority: urgency level (e.g., Low, Normal, High, Urgent).

• 👤 Responsible: person who will carry out the task.

• 👥 Participant: user(s) with permission to edit the task.

• 👀 Observers: who can trackview 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 conversation and will appear in the task panel.

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🎯 Benefits

• Centralized history in the conversation.

• Improves team follow-up and accountability.

• Reduces the risk of tasks being lost in the flow.

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💡 Quick tips

• Use consistent titles (e.g., action — customer — subject) to make searches easier.

• Include the deadline with a time when there is a contact window.

• Use observers for stakeholders who need to follow along without interfering.