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Improve agent workflows with tasks, checklists & automation.
► Tasks & Checklists: Easily create and complete tasks. Save and reuse checklists; apply them to tickets manually or automatically.
► Subtickets: Convert tasks into subtickets for detailed task distribution and issue segregation, enhancing team collaboration.
► Ticket Templates: Predefine subtickets with specific details (subject, description, assignee) and copy information from parent tickets.
► Ticket Automations: Automate checklist addition and subtickets creation based on ticket conditions.
► ClickUp & Monday.com integration:
- Automatic task creation in ClickUp / Monday.com
- Manually convert a Checklist task into a ClickUp / Monday.com task
► Auto Resolve: Automatically resolve a ticket once all associated tasks within Checklists are completed, streamlining the resolution process and ensuring no task is left unchecked.
► Features at a glance
- Create, reorder and complete ad-hoc tasks
- Create saved checklists for reuse.
- Add a checklist manually to a ticket.
- Add checklists to tickets via automation.
- Use custom ticket fields in automation conditions.
- Make checklists mandatory before resolving a ticket (Freshchat and Freshdesk only).
- Add tags to tickets when checklists are added (Freshdesk only).
- Role/Group based access restrictions to add checklists manually (Freshdesk only).
- Create Ticket Templates to pre-define subtickets.
- Use Ticket Templates to convert tasks into tickets on the go.
- View user activity logs for a ticket.
- Filter incomplete tasks.
- Expand/collapse all checklists.
- Insert checklists in reply editor (Freshdesk and Freshservice only).
- Automatically resolve a ticket/conversation when all tasks are completed.
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.
Checklists are not automatically created when a new chat arrives. We always need to add it manually.
Edit: Problem solved now.
App Developer
3 months ago
The Checklists app allows you to configure automations to created checklists whenever a new conversation is started or when a conversation property is updated. Here is how you can do it: 1) Open Checklists app settings. 2) Click on a pre-defined checklist. 3) Click on the Automation tab and configure your automation. Please reach out to support@taroo.in for any further queries.
Vishal Shah
about 2 months ago
not updating
App Developer
about 1 month ago
Please send us an email to support@taroo.in. We will look into this immediately.
Jesse Hauf
3 months ago
Creating simple check lists associated with a ticket works. But Clickup integration is very early development. The information that is created in Clickup is a bit of a mess and not at all helpful. Look forward to seeing this app developed further.
Developer did respond to my requests which is nice.
App Developer
3 months ago
Thanks for updating the review. We hear your feedback and are decluttering our ClickUp integration in the upcoming release.
Regarding the ClickUp integration, from the screenshots you’ve shared it appears that there are a few steps remaining to complete the integration.
Here’s a video that explains how you can complete the remaining steps.
https://youtu.be/lAO_8zCgIxY
Should you have any further queries, please feel free to reach out to us.
David Ha
8 months ago
doesn't work :( Cannot convert a task into a subticket
App Developer
3 months ago
We heard you. Your feedback has been taken and conversion of a task to a ticket within Freshservice has been launched as a new feature. Please upgrade your app to the latest version.
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Version History
7.0 (December 2024)
Bug fix: Fixes an issue in Freshdesk where automation with ticket type as a condition was not working.
6.0 (October 2024)
Feature: Make adhoc tasks required
5.0 (September 2024)
- Monday.com integration with Checklists: Convert any task in Checklists into a task in Monday.com either manually or through automation.
- Dark theme: Checklists app now supports for Dark theme in Freshservice.
- New Preference: Clear all tasks - Clear all tasks in a ticket/conversation before adding new tasks via automation.
- New Preference: Show Custom Fields specific to the Checklists app in a Freshdesk ticket.
4.0 (July 2024)
► ClickUp integration
Convert a Checklists task into a ClickUp task manually/automatically
Automatically complete Checklists task when a ClickUp task is completed.
► Auto resolve
Automatically resolve a ticket when all tasks are completed.
When the last task is completed, the ticket/conversation status will be updated to "Resolved".
You can enable/disable this feature in Settings > Preferences.
► Ticket/Conversation update automation
Freshservice: Automatically add a checklist when ticket properties are updated. For example, when a ticket status changes to "Pending", add a checklist to the ticket.
Freshchat: Automatically add a checklist when conversation properties are updated. For example, when a conversation status changes to "Resolved", add a checklist to the conversation.
Freshdesk: Automatically add a checklist when ticket properties are updated. For example, when a ticket status changes to "Pending", add a checklist to the ticket.
3.0 (May 2024)
Freshservice
- Convert a Checklists task into a Freshservice task.
- Automatically add checklists when a Freshservice ticket is created.
- Use ticket properties and custom fields to target specific tickets in an automation.
- Insert checklists in the reply editor.
Freshchat
- Convert a Checklist task into a Freshdesk ticket (via Freshdesk integration)
- Automatically add checklists to a conversation is created.
- Use conversation properties and custom fields to garget specific conversations in an automation.
Freshdesk
- Use ticket properties and custom fields to target specific tickets in an automation.
- Insert checklists in the reply editor.
2.0 (April 2024)
- Feature: Edit task name and description
- Link an existing ticket to a task
- De-link task from a ticket
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