{"id":15199,"date":"2025-11-11T18:00:25","date_gmt":"2025-11-11T18:00:25","guid":{"rendered":"https:\/\/www.k12insight.com\/kc\/?p=15199"},"modified":"2025-11-11T18:43:20","modified_gmt":"2025-11-11T18:43:20","slug":"tasks-for-tickets-in-onflo","status":"publish","type":"post","link":"https:\/\/www.k12insight.com\/kc\/how-to-articles\/tasks-for-tickets-in-onflo\/","title":{"rendered":"Tasks for Tickets in Onflo"},"content":{"rendered":"\t\t
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Overview<\/b><\/h2>

Onflo allows you to create and assign tasks in tickets. This helps teams collaborate across departments by keeping all related actions and approvals within a single ticket. Each task can include a name, description, and owner, allowing you to clearly define responsibilities and ensure nothing is missed.<\/span><\/p>

Task Types<\/b><\/h2>

There are two types of tasks you can add to a ticket in Onflo: <\/span>Normal Tasks<\/b> and <\/span>Approval Tasks<\/b>.<\/span><\/p>

Normal Tasks<\/b><\/h4>

Normal Tasks are used to track actions or responsibilities related to a ticket. These can be assigned to any user or group within your organization.<\/span><\/p>

Use Normal Tasks for:<\/span><\/p>

  • Gathering additional information or documentation<\/span><\/li>
  • Assigning follow-up actions to other users<\/span><\/li>
  • Coordinating tasks between departments<\/span><\/li><\/ul>

    Once a Normal Task is completed, the assignee can mark it as <\/span>Complete<\/b>, and the update will appear in the ticket\u2019s task list.<\/span><\/p>

    Approval Tasks<\/b><\/h4>

    Approval Tasks are used when a specific person\u2019s approval is required <\/span>before a ticket can be submitted or processed<\/b>.<\/span><\/p>

    Use Approval Tasks for:<\/span><\/p>

    • Procurement or purchasing approvals<\/span><\/li>
    • Budget or expense confirmations<\/span><\/li>
    • Department head or manager sign-offs<\/span>
      <\/span><\/li><\/ul>

      This ensures that all necessary authorizations are in place before work continues.<\/span><\/p>

      Adding Tasks to a Ticket<\/b><\/h2>

      Creating <\/span>Normal <\/b>and <\/span>Approval <\/b>tasks is very similar. See below for directions for each type of task:<\/span><\/p>

      Normal Task<\/b><\/h4>
      1. Open the <\/span>ticket<\/b> you want to add a task to (for example, a Facilities request).<\/span><\/li>
      2. Select <\/span>Add Task<\/b> from the ticket options.<\/span><\/li>
      3. Enter the following details:<\/span><\/b><\/li><\/ol>
          • Task Type <\/b>- Normal<\/span>Enter the following details:<\/span><\/li>
          • Name<\/b> - A short, descriptive title<\/li>
          • Description<\/b> - Optional details or context for the assignee<\/span><\/li>
          • Assign Task Owner<\/b> \u2013 The user responsible for completing the task<\/span><\/li>
          • Due Date <\/b>- When will this task be completed<\/span><\/li>
          • Status <\/b>- Select one of the following:<\/span><\/li><\/ul><\/li><\/ul>

            <\/b>4. Click <\/span>Save<\/b> to attach the task(s) to the ticket.<\/span><\/p>

            \"\"<\/p>

            All tasks will appear in the <\/span>Tasks<\/b> section of the ticket, where you can track progress and view status updates.<\/span><\/p>

            Approval Tasks<\/b><\/h4>
            1. Open the <\/span>ticket<\/b> you want to add a task to (for example, a Facilities request).<\/span><\/li>
            2. Select <\/span>Add Task<\/b> from the ticket options.<\/span><\/li>
            3. Enter the following details:<\/li><\/ol>
                • Task Type <\/b>- Approval<\/span><\/li>
                • Name<\/b> - A short, descriptive title<\/span><\/li>
                • Description<\/b> - Optional details or context for the assignee.<\/span><\/li>
                • Assign Task Approver<\/b> \u2013 The user responsible for approving the task.<\/span><\/li>
                • Due Date <\/b>- When will this task be completed<\/span><\/li>
                • Status <\/b>- Select one of the following:<\/span>
                  • Pending Details<\/b><\/li><\/ul><\/li><\/ul><\/li><\/ul>

                    4. Click <\/span>Save<\/b> to attach the task(s) to the ticket.<\/span><\/p>

                    The task status will be \u201cPending Approval\u201d until the assigned approver reviews and approves the task. <\/span><\/p>

                    Modify Tasks<\/b><\/h2>

                    Once tasks are generated, you can edit tasks by clicking <\/span>Edit <\/b>on the task line under the <\/span>Tasks <\/b>tab<\/span><\/p>

                    \"\"<\/p>

                    Edit Task<\/b><\/h4>

                    If you need to update information within a task, click <\/span>Edit. <\/b>This will allow you to access the form to modify the following fields:<\/span><\/p>

                    • Task Name<\/b><\/li>
                    • Task Description<\/b><\/li>
                    • Task Owner<\/b><\/li>
                    • Task Due Date<\/b><\/li>
                    • Task Status<\/b><\/li><\/ul>

                      Close Task<\/b><\/h4>

                      To update the status of the ticket, click <\/span>Edit. <\/b>At the bottom of the form you can choose the <\/span>Status <\/b>under the drop-down menu, then click <\/span>Save. <\/b>To resolve a <\/span>Normal<\/b> task, select <\/span>Close <\/b>as the status. <\/span><\/p>

                      Edit View<\/b><\/h4>

                      If you have multiple tasks on a ticket you can re-order the tasks in the <\/span>Tasks <\/b>tab by grabbing the grid in the task line. This allows you to move the tasks to visually prioritize tasks.\u00a0<\/span><\/p>

                      \"\"<\/p>

                      Delete Task<\/b><\/h4>

                      To remove a task, hover your cursor over the task, then click the trash can icon within the task. Onflo will prompt you to confirm your choice. Click <\/span>Yes <\/b>to delete the task, or <\/span>Cancel <\/b>to retain the task<\/span><\/p>

                      \"\"<\/p>

                      \"\"<\/p>

                      Approval Tasks - Approving\/Rejecting<\/b><\/h2>

                      When assigned an approval task, the <\/span>Task Owner <\/b>will do the following:<\/span><\/p>

                      1. Click the <\/span>Approve <\/b>or <\/span>Reject <\/b>button<\/span><\/li>
                      2. Leave any comments to accompany the approval\/rejection (optional)<\/span><\/li>
                      3. Click Submit<\/b><\/li><\/ol>

                        \"\"<\/p>

                        Once the task has been Approved or Rejected the status will be updated in the <\/span>Tasks <\/b>section of the ticket<\/span><\/p>

                        \"\"<\/p>

                        Viewing Your Tasks and Approvals<\/b><\/h2>

                        End users can now view all their assigned tasks and pending approvals directly in Onflo.<\/span><\/p>

                        To view your tasks:<\/b><\/p>

                        1. Hover over the <\/span>Tasks icon<\/b> in the top-right corner of Onflo.<\/span><\/li>
                        2. A quick view will display:<\/span>
                          • Your <\/span>assigned tasks<\/b><\/li>
                          • Any <\/span>pending approvals<\/b> awaiting your action<\/span><\/li><\/ul><\/li><\/ol>

                            From this view, you can open the related ticket, review details, and complete or approve your tasks.<\/span><\/p>

                            \u00a0<\/p>

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                            Overview Onflo allows you to create and assign tasks in tickets. This helps teams collaborate across departments by keeping all related actions and approvals within a single ticket. Each task can include a name, description, and owner, allowing you to clearly define responsibilities and ensure nothing is missed. Task Types There are two types of...<\/p>\n","protected":false},"author":27,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_kad_post_transparent":"default","_kad_post_title":"default","_kad_post_layout":"default","_kad_post_sidebar_id":"","_kad_post_content_style":"default","_kad_post_vertical_padding":"default","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[409],"class_list":["post-15199","post","type-post","status-publish","format-standard","hentry","category-how-to-articles","tag-ticket-management"],"_links":{"self":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15199","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/comments?post=15199"}],"version-history":[{"count":4,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15199\/revisions"}],"predecessor-version":[{"id":15215,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/posts\/15199\/revisions\/15215"}],"wp:attachment":[{"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/media?parent=15199"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.k12insight.com\/kc\/wp-json\/wp\/v2\/categories?post=15199"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}