My Tasks: Customer ToDo List on JSM Portal
Help customers on the JSM portal quickly identify and act on tickets needing their attention with automated lists of requests
My Tasks enhances JSM by helping portal users quickly identify and act on tickets needing their attention. It lists requests expecting their approval, transition, or comment directly on the portal, streamlining decisions and accelerating feedback.
My Tasks on the Customer Portal
My Tasks request lists on the Customer Portal can be accessed under the profile menu My Tasks. There are three request lists, each with a different automated sorting criterion, and one that is manually added by the customer.
→ To Comment tab status:AUTOMATICALLY ADDED TASKS
→ To Approve tab status:AUTOMATICALLY ADDED TASKS
→ To Transition tab status:AUTOMATICALLY ADDED TASKS
→ My added tasks tab status:MANUALLY ADDED TASKS
On the Customer Portal, every request can be saved to My Tasks and can be followed up later from the My added tasks tab in My Tasks page.
In order to do that, there is a My Tasks section for each request in its view. The section contains two buttons:
→ Save to My Tasks: The request will be added to a My added tasks tab in My Tasks page.
→ Go to My Tasks: Access My added tasks tab.
My Tasks enhances the JSM portal by making it easier for customers to manage their tickets and ensure they don't miss any requests that require their attention or action. It centralizes all tasks related to approvals, transitions, and comments in one view.
Key features:
Approval List: Automatically compiles requests that require customer approval
Transition List: Displays tickets that require a status change by the customer
Comment List: Tracks tickets where the agent has asked a question in the comments
Personal Follow-up List: Allows customers to add requests to a custom list for personal tracking
Problems Solved:
Process Delays: Avoid delays caused by waiting for portal users to take action. My Tasks centralizes all tasks, ensuring actions are taken promptly
Missed Notifications: Prevent missed Jira notifications and lack of visibility. Customers have a clear view of all pending tasks, so nothing is overlooked.
We are Atlassian Partners - Nemetschek Bulgaria
We, the Atlassian Partners at Nemetschek Bulgaria, offer the whole range of services to our clients – from products installation and training, through legacy systems upgrade, optimization and apps development to overall corporate roll-out solutions.
https://tools4teams.nemetschek.bg/
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