Edit tasks
🟩 This text describes in detail the individual steps for processing tickets in Leadtime as well as the most important functions that are available.
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In Leadtime, tickets are the central tool for managing and processing tasks. As soon as a task has been created and assigned to an employee, they can edit the ticket. The following section explains step by step how tickets are processed in Leadtime and which functions are available.
Notifications
As soon as a ticket is assigned, the employee responsible receives a notification. There are two ways in which the employee is informed:
In-app notification
In the Leadtime interface, a red dot appears above the bell icon to indicate new notifications. Clicking on it opens the list of all current notifications.
E-mail notification
If the employee is not logged in, they will receive an email notification with a direct link to the task.
The ticket view
When the employee clicks on the ticket, a dialog window opens in which the ticket can be edited. The view is divided into three main areas:
Header
The header contains basic information about the task:
- Icon: The ticket icon visualizes the task type.
- Ticket number: Each ticket has a unique number for identification.
- Title: The title of the task, which is usually generated automatically from the task description, can also be adjusted manually.
Main area
The main area shows the actual task description and the progress of the task:
- Description: the initial description of the task is displayed here. This includes detailed information about what needs to be done.
- Comments: Below this, in chronological order, are all the comments from the employees involved. Progress, queries or status changes can be documented here.
- Updates: Changes to the status, assignments or progress of the task are also logged chronologically.
Sidebar
The sidebar contains additional information about the task:
- Project: shows which project the ticket is assigned to. The project name is a link that leads directly to the project overview.
- Type: The type of ticket (e.g. "Feature", "Bug", "Management").
- Status: Shows the current processing status (e.g. "New", "In progress", "Completed").
- Priority: The urgency of the task (e.g. "Normal", "High").
- Assigned to: The employee currently responsible to whom the task is assigned. The task can also be assigned to other employees via this field.
- Summary: A short summary of the task, which can be generated automatically or manually.
- Time frame: Indicates how long the task is expected to take to complete.
- Deadline: The deadline for completing the task.
- Responsible: The main person responsible for the task.
- Subtasks: If the task is divided into smaller steps, subtasks can be added here.
- Tags: The task can be tagged to make it easier to categorize and find.
- Notifications: Here the employee can activate or deactivate notifications for updates to the task.
- Participants: All employees who have edited or commented on the ticket are listed here as participants.
Interaction with the ticket
The employee can perform various actions to edit the ticket:
Change status
The status of the ticket can be changed by clicking on the status field in the sidebar. Typical statuses are:
- New: The task has been newly created and has not yet been processed.
- In progress: The task is currently being processed.
- Completed: The task has been completed.
Record time
There are two ways to record the working time spent on the task:
- Manually: using the "Book time" function, the employee can manually record the working time and specify what type of work was done.
- Real-time tracking: The employee can use the play button to activate the time tracker, which records the processing time in real time. As soon as the work is completed, the tracker can be stopped again.
Add comments
Comments can be added at the bottom of the ticket. Comments are used to document progress, ask questions or inform colleagues about important changes.
Change assignment
The assignment of the ticket can be changed at any time. If another employee is to take over the task, the employee responsible can forward the ticket to them via the sidebar.
Additional functions
Create subtasks
Complex tasks can be divided into smaller subtasks. These subtasks are listed in the ticket and can be processed and tracked separately.
Add tags
Tags can be added to make it easier to categorize tasks. These make it easier to filter and search for tasks.
Manage notifications
Each participant in a ticket can decide whether they want to be notified about updates to the task. Notifications can be activated or deactivated directly in the ticket.
Add participants
Employees who are working on the task or have already added comments are automatically registered as participants. These participants receive notifications about progress and changes in the ticket.
Closing the ticket
As soon as the task has been completed, the employee can mark the ticket as "Completed". This is done by changing the status to "Completed". The ticket remains visible in the overview and can be called up again for later reference if required.