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Help Center
Tasks, Tickets and Forms
Getting Started
Projects
Tasks, Tickets and Forms
Tasks
Tickets
Ticket Actions
Forms
Files
Dashboards
Lists
Security & Authentication
Import & Export
Importing data
Exporting data
FAQ's & Troubleshooting
Troubleshooting
FAQ's
Tasks, Tickets and Forms
Tasks
How to view tasks and their due dates
What is a task?
Tickets
What is a workflow?
How to create a ticket
How to save and view a draft ticket
How to share a ticket
How to add a note to a ticket
Batch updating ticket status
How to link files to a ticket
How to detach a file from a ticket
How to link and unlink associate tickets
How to subscribe and unsubscribe to tickets
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Ticket Actions
How to batch export parent, child and associated tickets
How to view the ticket audit log
How to clone tickets
How to reassign a task
Ticket workflow actions
How to export a ticket as a PDF
How to revert a ticket to a previous status
Form guidance notes
How to export workflow modals.
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Forms
All forms screen
What is a linked form/ticket?
What are forms & tickets?
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