---
title: "How To Guide: Managing Tickets - Tasks"
url: "https://help.psarev.io/en/article/how-to-guide-managing-tickets-tasks"
language: "en"
last_updated: "2025-10-07T14:41:50.546Z"
---

# How To Guide: Managing Tickets - Tasks

1. Introduction

![1](https://export.supademo.com/renders/7hc35hn41d/out.png)

2. On the ticket, click on the *Tasks* tab.

![2](https://export.supademo.com/renders/dqz1rfokiw/out.png)

3. Click the **New Task** button.

![3](https://export.supademo.com/renders/7x92s459q1/out.png)

4. Enter the **Subject** for the task.

![4](https://export.supademo.com/renders/cgnqehfd26/out.png)

5. Intentionally blank.

6. Choose the **Type** from the drop down list.

![6](https://export.supademo.com/renders/7ebbutv518/out.png)

7. Clicking **All Day** will create a task on the calendar for the full workday.

![7](https://export.supademo.com/renders/diryybaen7/out.png)

8. Clicking **Private** will make the task a private calendar item.

![8](https://export.supademo.com/renders/lxs68p7g19/out.png)

9. Select the **Start Date** for the task.

![9](https://export.supademo.com/renders/6y24yp38nf/out.png)

10. **You can use the** Calendar Quickview to check Tech availability. Use the *down arrow* icon to open the calendar widget.

![10](https://export.supademo.com/renders/kaj6x4s885/out.png)

11. **Select** **Technician** from the drop down list and their calendar will display.

![11](https://export.supademo.com/renders/y39rp9ghcb/out.png)

12. Calendar will default to the date you select in the form. Notice that date is highlighted with a solid orange circle around the 27th.

For reference, today's date is displayed with an open orange circle. You can click on any date to see their availability.

![12](https://export.supademo.com/renders/6ao6kpu6jr/out.png)

13. You can *View Calendar Details* and view any time previously scheduled for the Tech. Choose a time you know they are available.

You can also *View Full Calendar* from here if you need more information. That topic is covered in another training video on Calendar.

![13](https://export.supademo.com/renders/ozad42vbp9/out.png)

14. Now you can go back to the **Start Time** and **End Time** and enter a time for this task that you know your Tech is free.

![14](https://export.supademo.com/renders/ksgvvev49p/out.png)

15. Intentionally blank.

16. Select an **Action** from the drop down list.

![16](https://export.supademo.com/renders/1t321ryxdd/out.png)

17. You can choose a **Contact** from the list if it is applicable.

![17](https://export.supademo.com/renders/2bgzpkfs8f/out.png)

18. And choose the **Priority** from the drop down list.

![18](https://export.supademo.com/renders/50jufx1s8x/out.png)

19. Now select the technician from the **Assigned To** drop down list.

![19](https://export.supademo.com/renders/dichqplbty/out.png)

20. Begin typing in this field and the list will begin narrowing down so you can select the tech.

![20](https://export.supademo.com/renders/uyo9ntzmwl/out.png)

21. You can enter any **Notes** you want to add to the task.

![21](https://export.supademo.com/renders/mr3v2p5fvn/out.png)

22. Intentionally blank.

23. Click the **Create New Task** button to save the task.

![23](https://export.supademo.com/renders/d61541gv6v/out.png)

24. On any ticket, clicking on the *Tasks* tab will show you all tasks that were created on the ticket.

You can also see the list below the task data entry screen while you are creating a task.

![24](https://export.supademo.com/renders/m0eydkgi2a/out.png)

25. Intentionally blank.

26. You can click the **Close** button to close the data entry screen if desired.

![26](https://export.supademo.com/renders/3eux9f3bpf/out.png)

27. On the task list, you can click to **Hide Past Completed Items** if you only want to see open tasks.

![27](https://export.supademo.com/renders/xtmyle2ug4/out.png)

28. The three dot icon on any task will allow you to view, edit, or delete the task.

You can also easily *Mark Complete* if the work is finished without having to open the task.

![28](https://export.supademo.com/renders/uaerwl4hgj/out.png)

29. When editing a task, you can also *Create a New Time Log* from here.

There is a separate video on Time Logs and Time Tracking you can watch for more information on this.

![29](https://export.supademo.com/renders/trelbpkhg6/out.png)

30. When editing a task you can mark the item as *Task Complete* here once you are finished with the work as well.

![30](https://export.supademo.com/renders/1lx8qjujbu/out.png)

31. Click the **Close** button to save your changes.

![31](https://export.supademo.com/renders/0yme9xsv67/out.png)

32. When a task is marked complete, a green checkmark is displayed next to the task.

If a task is overdue, you will see a red indicator here instead.

![32](https://export.supademo.com/renders/h7a9vmmu27/out.png)