The purpose of this article is to explain how you can manage any support tickets that you have created in Activ8 software.
Managing A Support Ticket
After logging a support ticket through Activ8 – learn how to do that in this article – you have a few ways to view and manage it.
- General Task View
- Filtered Task View
- Search Tasks
General Task View in Activ8
After logging into Activ8 and navigating to ‘Workflow’ tab in the left-hand panel, select ‘Tasks’ from the drop-down list.
In the ‘My Tasks’ window, you can view all of the tasks that you have logged.
By clicking on any of the tasks, you can do the following:
- Check the status of an open ticket;
- View the progress of checklist items;
- Edit deadlines and urgency of the ticket;
- Add or remove task observers;
- View a detailed history since logging the ticket; and
- View and add comments.
Filtered Task View
After logging into Activ8 and navigating to ‘Workflow’ tab in the left-hand panel, select ‘Tasks’ from the drop-down list.
In the ‘My Tasks’ window, find the ‘Task Filtering’ section, as seen below.
Adding A Filter
To add a task filter, click on the ‘Add Filter’ drop-down menu and select which filtering option you would like to use.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Add-Filter.png)
In the ‘Add Filter’ field, you will need to specify a User, Board, Company, Observer, Project, Task Owner, Task Status or Task Type. You can click ‘Done’ to apply the filter.
Saving A Filter
After clicking ‘Done’, you have the option to save the filter to use at a later date.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Screen-Shot-2019-10-09-at-8.26.15-AM.png)
Click ‘Save As’ to begin the process. Next, give your filtered view a name.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Screen-Shot-2019-10-09-at-8.26.28-AM.png)
Once saved, can you find your filtered view in the ‘My Views’ drop-down menu.
Search Tasks
After logging into Activ8 and navigating to ‘Workflow’ tab in the left-hand panel, select ‘Tasks’ from the drop-down list.
In the ‘My Tasks’ window, find the ‘Search Tasks’ bar.
![](https://powerbase.dotactiv.com/wp-content/uploads/2019/10/Screen-Shot-2019-10-30-at-1.05.07-PM.png)
In the search bar, you can type in any details of your task to find it, be that the support person assigned to your ticket or a description. After typing in a keyword, you’ll find it under the ‘Tasks In Progress’ section of the ‘My Tasks’ window.
Adding Comments
To add a comment to any task that you create, once in the task, click on the ‘Comments’ tab. Here, you’ll sell all previous comments on the task.
![](https://powerbase.dotactiv.com/wp-content/uploads/2020/02/Adding-Comments-1-1024x608.png)
At the bottom, you’ll find a text box where you can enter your comments and files when necessary.