Convert Tasks in Job Conversations Into Tickets

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to convert tasks in job conversations to tickets.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To convert a task in a job conversation into a ticket:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation of the task that you want to convert to a ticket.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job of the conversation with the task that you want to convert to a ticket and on the grid toolbar, click Job settings .
5. Click the Chat tab and on the toolbar of the left pane, select Task from the category drop-down list.
6. Highlight the conversation with the task that you want to convert to a ticket.
7. In the right pane, click Open the context menu for task card and select Convert task to ticket.
8. In the Convert task to ticket dialog box, use the corresponding drop-down lists to select the applicable option for each field and click OK.