Improve agent workflows with tasks, checklists, subtickets and automation. ► Tasks & Checklists When you first start using the app, you'll notice how easy it is to create and complete tasks on the fly. And for checklists that you find yourself using repeatedly, you can save them for reuse and apply them to any ticket whenever you need. You can even have them added to tickets automatically! But that is only the tip of the iceberg when it comes to what this powerful tool can help you achieve in Freshdesk. ► Subtickets For complex workflows, tasks can be transformed into subtickets, also known as child tickets. This enables the distribution and assignment of various tasks among your team members. It also facilitates the segregation of issues that necessitate individual discussions with entities or individuals distinct from the original requestor, all while maintaining a connection between the subtickets and tasks to the primary ticket. ► Ticket Templates If you already know the contents of a subticket, you can pre-define it 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. ► Ticket automations This app makes routine processes easier. It lets you add checklists and set up subtickets automatically based on ticket conditions. This makes sure certain tasks are always done. For example, if there's a ticket for a new employee, the 'Employee Onboarding' checklist is already there, so everyone knows where things are, like the coffee vending machine. ► Features at a glance 1. Create, reorder and complete ad-hoc tasks on any ticket. 2. Create saved checklists for reuse. 3. Add a checklist manually to a ticket. 4. Add checklists to tickets via ticket automations. 5. Make checklists mandatory before resolving a ticket. 6. Add tags to tickets when checklists are added. 7. Add tags to subtickets when they are completed. 8. Role/Group based access restrictions to add checklists manually. 9. Create Ticket Templates to pre-define subtickets. 10. Use Ticket Templates to convert tasks into tickets on the go. 11. View user activity logs for a ticket. 12. Filter incomplete tasks. 13. Expand/collapse all checklists. If you need any modifications, then please reach out to us. We are happy to adjust the app as per your requirements (paid service). Email support@taroo.in with your requirements.

To install this app, you will need to validate your Freshdesk account. ➡ Freshdesk Domain: Entire the domain name of your Freshdesk account. For example, contosoapp.freshdesk.com. ➡ Freshdesk API Key: How to find your API Key? https://support.freshdesk.com/en/support/solutions/articles/215517-how-to-find-your-api-key 1. Login in to your Freshdesk account 2. Click on your profile picture on the top right and select 'Profile Settings' 3. In the sidebar on the right, you will find the API Key 4. Copy-paste this and verify your Freshdesk account Verify your Freshdesk credentials and click Install.