en:tickets:task_edit
Differences
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| en:tickets:task_edit [2024/11/25 13:36] – Lada Svobodová | en:tickets:task_edit [2026/09/02 14:14] (current) – Milan | ||
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| - | + | <WRAP 100%> | |
| - | Clicking on the Task Subject or the pencil icon at the end of the task row in the task list opens a form that lets you edit the task information. | + | < |
| - | + | {{: | |
| - | <WRAP 100%> < | + | </ |
| - | {{gallery>: | + | The **Ticket Details (edit) page** can be accessed from any part of Ticket Management by **clicking |
| - | + | **__In terms of permissions: | |
| - | + | The **Author** of the ticket | |
| - | In terms of competencies regarding changes to the task, the following applies: | + | The **Assignee** of the ticket |
| - | + | The **Approver** can edit the same information as the Assignee, plus change | |
| - | The task **author** can edit all information | + | **__In terms of working with tickets,__** users will most often open Ticket Details to:\\ |
| - | + | **change | |
| - | The task **assigned** can only edit selected fields that do not affect | + | add a Statement, |
| - | + | participate | |
| - | You must **save** changes to the task using the button in the bottom-right corner of the window. | + | view complete information about the ticket.**\\ \\ |
| - | + | <WRAP clear /> | |
| - | + | </ | |
| - | + | ||
| - | **Discussion on the task ** - you can have a separate discussion for each task. Comments can be entered manually or dictated using the microphone icon. To open the task discussion, click the two speech bubble icon in the upper right corner of the task form. | + | |
| + | ===== Statement ===== | ||
| + | <WRAP 100%> | ||
| + | <WRAP 600px right> | ||
| + | {{: | ||
| + | </ | ||
| + | At the end of the form, there is a **Statement** section. Any authorized user can add information relevant to the ticket here.\\ | ||
| + | __The user can:__\\ **Add Statement**, | ||
| + | Attachments in any format can be added to these records.\\ \\ | ||
| + | Only the author of a record can **edit or delete** it, and only until another user responds to it. Once a response is added, the record is locked against further changes or deletion.\\ If the response is removed, the record is unlocked. | ||
| <WRAP clear /> | <WRAP clear /> | ||
| + | </ | ||
| - | =====Task History ===== | + | ===== Discussion and History ===== |
| + | The **Discussion and History** link above the ticket form on the right opens a panel on the right side containing the discussion, with an option to switch to the history of changes made to the ticket. | ||
| + | <WRAP 100%> | ||
| + | <WRAP 600px left> | ||
| + | {{: | ||
| + | </ | ||
| + | **__Ticket Discussion__** is used for informal exchange of information.\\ The content of the discussion **is not included in any export**, unlike Statements.\\ In the Discussion panel, **changes to the Ticket Status** are also displayed alongside the posts.\\ \\ | ||
| + | The **__Ticket History__** records all changes made to the ticket, including the author and timestamp: | ||
| - | <WRAP 100%> <WRAP 600px left> | + | {{:cs:tickets:historie.png?direct& |
| - | {{:en:tickets:task_history.png?600|}}</ | + | |
| - | In the right part of the task form, a window opens showing the history of changes made to the task. If the window is not open, the information can be displayed using the icon with an arrow and a clock. The icon represents the type of change made. | + | |
| <WRAP clear /> | <WRAP clear /> | ||
| + | </ | ||
| - | ===== Description on the task ===== | ||
| - | **Response** - A text describing | + | ===== Related Items ===== |
| + | If there is a **related item linked to the ticket**, either an **orange icon on the right** or a **blue icon on the left** | ||
| - | **Current State - Attachment** - Photographs or any other files attached | + | <WRAP group> |
| + | <WRAP half column> | ||
| + | {{ : | ||
| + | The blue icon on the left indicates that **this ticket is linked to a Project Diary record**. Clicking it opens the relevant Project Diary in a new browser tab, on the day containing the record.\\ \\ | ||
| + | The **Project Diary record** linked | ||
| + | </ | ||
| - | <WRAP 100%> < | + | <WRAP half column> |
| - | {{:en:tickets:response_task.png?600|}}</ | + | {{ : |
| - | At the bottom | + | The orange icon on the right indicates that **this ticket is linked to another ticket**. Clicking it opens a **window with a list of related tickets**, from which the user can navigate to the details of a related ticket. |
| + | </ | ||
| + | </ | ||
| + | \\ | ||
| + | ===== More Options ===== | ||
| + | The **Three-Dot Menu on the right above the Ticket Details form** can be used to expand options for: | ||
| + | <WRAP 100%> | ||
| + | < | ||
| + | {{:cs:tickets:ukol_volby.png?direct& | ||
| + | </ | ||
| + | * Create a Copy of the Ticket → opens the New Ticket | ||
| + | * Create Related Ticket → opens the New Ticket form with a link to the current ticket | ||
| + | * Download as PDF → exports the ticket | ||
| + | * Delete Ticket → deletes | ||
| + | <WRAP info round 50%> | ||
| + | If some options are inactive (grayed out), the user does not have permission to use them.</ | ||
| <WRAP clear /> | <WRAP clear /> | ||
| + | </ | ||
en/tickets/task_edit.1732538206.txt.gz · Last modified: 2024/11/25 13:36 by Lada Svobodová
