Plan access: Support Suite requires Scale or Enterprise, an active trial, or access explicitly enabled for your workspace.
Tasks capture follow-up work connected to support operations.
- Open Support.
- Open the relevant thread or the Tasks view.
- Create a task.
- Add a clear title and the available assignment or due details.
- Save the task.
- Update its status as work progresses.
Write the next action, not a summary of the whole conversation. Keep customer replies in the thread and internal execution details in the task.