how to manage tasks

How to Resolve a Task

1. In the Task dashboard, or from your pinned task, locate the task to manage and click on it.
2. The Task Management panel is displayed.
3. Click the RESOLVE button.
4. Choose a Resolution Code (based on pre-set options).
5. (Optional) In the Explain why the task is being closed with this type of resolution field, enter comments related to the task resolution.
6. Then, click the RESOLVE button to complete the task resolution.

A notification displaying Task Resolved Successfully appears in the bottom-right corner of the screen, and the task status is updated to Completed.

How to Track a Task

1. In the Task dashboard, or from your pinned task section, locate the task to track and click on it.
2. The Task Management panel is displayed.
3. Enable the Time Tracker toggle.
4. Once you start working in the task, click the Start button . The timer begins tracking time for the task.
5. Click the Pause button when you stop working on the task.

How to See the Time Records History 

Each time you pause the timer, a new time record is added in chronological order, starting at 00:00:00. To see all the time records listed in a task, follow these steps:

1. In the DETAILS tab, Task Management panel, click SHOW HISTORY to view all time records listed by date and time.

Each record includes:

• Date (MM/DD/YYYY).
• User who created the time record.
• Time range (From HH:MM:SS – To HH:MM:SS).
• Total elapsed time (HH:MM).

How to Reset a Time Record

1. In the HISTORY list, click the ellipsis icon next to the time record you want to reset.
2. Select RESET TO THIS TIME. The timer is reseted and the time record is labeled as Timer Reset.

Important: While the timer is running, time records in the HISTORY cannot be reset.

How to Request a Task

1. After accessing Neostella, click the grid iconand select the Cases or  Intake workspace.
2. Navigate to the Tasks menu. 
3. Click the +REQUEST TASK button.

OR

1. After accessing Neostella, in the upper panel click the Task icon and click the +REQUEST TASK button.

The task is assigned according to the assignment matching parameters.

How to Create an Add-Hoc Task from the Upper Panel

You can create ad-hoc tasks directly from the upper panel without leaving your current workspace. This allows you to quickly define the task, assign it to the appropriate user, and set key details such as priority and due date, ensuring work is captured and tracked as it comes up.

To create add-hoc tasks, follow these steps:

1. After accessing Neostella, in the upper panel click the icon and click ADD TASK or in your keyboard press the T key. The Ad-Hoc Task Creation panel is displayed.
2. Select the Project* to which the task will be related.
3. Enter the task Name*.
4. Select the task Type*. 

NOTE: Displayed task Types are configured by admins in the Control Center and define how tasks are categorized?.

5. (Optional) Enter and customize the description to provide context.
6. Select the ad-hoc task Due Date*.
7. Select the task Priority*. Available priorities are: Highest, High, Medium, Low and Lowest.
8. Select the Assignee*. Choose a user in the Neostella platform, or click Assign to me to assign the task to yourself.
9. Add one or more Resolution Codes*.
10. Click SAVE. The Task was created successfully message is displayed and the task is assigned to the selected user.

How to pin a task from the upper panel

1. After accessing Neostella, in the upper panel click the icon.
2. Hover over the task and click the pin icon. The task is pinned to the bottom-right corner of the screen.