> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/tasks/sac-360o/sac-360o-create-a-task-in-the-support-case.md).

# 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 **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 conversation and will appear in the task panel.

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

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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.