When to use a task or ticket?

You might need clarification on when to use a task or ticket in Proxuma. Both have similarities but are used differently. Here's a simple comparison to help you better understand both. When we talk about tasks, think of it as a unit used to describe things that need to be done in a project to meet a certain goal. Let's say we want to "Set up a Smart TV."

Here are the possible tasks that we can assign to set up the smart TV:

• Mount the smart TV
• Turn on the smart TV
• Connect smart TV to the internet
• Download the latest TV's software

Tasks have a deadline and can be allocated to different people. For example, set up the smart TV in an hour. Technician 1 will mount the smart TV on the wall, and once the TV is mounted, Technician 2 will turn on the smart TV and connect it to the internet.

On the other hand, tickets are best used to fix issues faced during a project, which is our case is "Setup a Smart TV." The possible tickets that can be made are:

• The remote control is not working
• Smart TV can't connect to the internet
• Smart TV has no sound

Similar to tasks, tickets can be assigned to a person (Technician 1 or Technician 2). The main difference between both is that tickets have no specific deadlines. Instead, tickets have a priority and are accomplished according to the its priority.

Understanding the different components found in the Plan items.

Create a service call for a task

A step-by-step guide for creating a service call from a specific task.

Create a service call for a ticket

A step-by-step guide for creating a service call from a specific ticket.