Introducing Tasks

Learn how to coordinate tasks internally within your team

By Eva
December 20, 2022

There are many tasks that come up every day, and they need to be completed by you or your co-workers. These tasks could include providing support, modifying products, or engaging in sales activities.

One of the major advantages of HelpSpace is that tasks can be created directly within a ticket. This allows customer requests that require collaboration from multiple colleagues to be handled efficiently. For example, accounting may need to issue a credit note, the product manager could improve the product, and marketing might update the website.

Another benefit is that a task can be linked to multiple tickets. This makes it clear if an issue has been reported by several users or if many customers have the same feature request.

Everything is simple and centralized within HelpSpace Tasks.

All of these tasks are done as part of a team effort, and that's where the HelpSpace Tasks come in. Using Tasks can help you stay organized and on top of your workload, document progress, and celebrate completed tasks.

In HelpSpace, tasks are divided into two areas: global and board.

  • Global is an open area that all users have access to. It has two statuses: open and done, and can be viewed as a list.

  • Board is a closed area that only invited users have access to. It has custom statuses created by the administrator and can be viewed as either a Kanban board or a list. Non-invited users do not have access to the board category.

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