To-dos are a helpful tool in Freshdesk to keep you on track. Follow these steps to integrate them into your everyday use.


- Adding To-Dos to Your Tickets


Adding to-dos to your important tickets can help you remember to call a customer back, respond to them on time, etc. To add a to-do(s) to any of your tickets, follow these steps:


  1. Find and open the ticket you wish to add to-do(s) for.
  2. On the far right side of the ticket window you should see a series of icons. Select the calendar icon called "To-Do". This should immediately take you to the "To-Do" window at the bottom right of the page.
  3. Add your to-do(s) and press enter to lock them in. From there you are able to select any of them and 'Edit' or 'Delete' them.


Another feature of to-dos is the 'Set Reminder' option. Once you have created your to-do(s) there is an option to set a reminder for it. Select the date and time you want to be reminded on and a notification will be sent to your Freshdesk account when it's due.


'To-Dos' can also be added from your 'Dashboard'. Simply input them and set reminders the same way you would when adding them to specific tickets. This function is also an easy way to see any 'To-Dos' you have lined up at any given time- they can also be edited from here as well. 


Hold yourself accountable for what needs to be done during your shifts throughout the week by using the 'To-Do' option in Freshdesk. This feature can help ensure you're remembering the many needs of all the customers you interact with daily.