Tasks & Subtickets App
Simplify complex workflows, one task at a time
14-day free trial
$5 / agent / month
The best way to manage subtickets in Zendesk!
Join hundreds of organizations creating more than half a million tasks each month for use cases like project management, change management, human resource management, quality assurance and much more. It’s easy to create, reorder and complete tasks on the fly and for lists of tasks you use all the time, you can save them for reuse. You can even have them added to tickets automatically!
For more complicated workflows you can convert tasks into sub-tickets (aka child tickets). This allows you to divvy out and assign different tasks across your team. It also allows you to split out matters that require separate conversations with people or organizations other than the original requester, while still keeping the tickets and tasks linked to the main project. If you already know the contents of a sub-ticket, you can pre-define them using 'Ticket Templates'. This allows you to specify things like the subject, description, assignee etc. and any information that you'd like to copy from the parent ticket at the point it is created.
Time-saving
automation
Leverage the ability to automatically add saved task lists and/or create predefined sub-tickets.
Sub-tickets
For any task that requires more detail or a different workflow, a sub-ticket can either be created from scratch or generated from a predefined template.
Enforce consistency
The option to mandate tasks prevents agents from solving tickets before work is completed.
Flexibility
Create task lists on the fly or manually convert any task into a sub-ticket.
Auditability
Every task action is logged and accessible on any ticket.
Insights
Task data is recorded into ticket fields allowing you to build Zendesk views and Explore reports as needed.
Task List Creation:
Effortlessly add tasks directly within tickets.
Subtickets:
Create subtickets for tasks requiring extra detail or distinct workflows.
Pre-configured task lists:
Either manually add saved lists or auto-apply them based on ticket conditions.
Workflow automation:
Automate Zendesk workflows in response to task and subticket activities.
“We have many processes that take multiple steps and Tasks has taken the heavy lifting out of managing them”
— Craig Willis, Senior Director of Customer Support at Host Analytics
“The Tasks App has become an invaluable tool for our organization… Tasks saves us 15%-20% of agent time for common customer scenarios - which is a truly meaningful amount for a fast-growing company.”
— José Luna, CTO at Eventplicity
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