How to add a note or create a task from a ticket
Record in the ticket what was agreed and create a task for whoever needs to act, without leaving the screen.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
A note saves what happened in the ticket so whoever picks it up later doesn’t need to ask again. A task notifies someone that there’s something to do and stays linked to the ticket.
Where to find it in Cognizy
Before you start
- To create a task, the company needs to have a task board.
Step by step
- Step 1:
Open and click the ticket.
- Step 2:
In Add note, write what was agreed or discovered. The note is internal: the customer cannot see it.
- Step 3:
Click Save note. It is added to the History, with your name and the time.
- Step 4:
If someone needs to do something, click Create task, in the Tasks section.
- Step 5:
Choose the Board and the Column. The Title is already filled in with the ticket subject. In Description, say what needs to be done and, if applicable, set the Priority and the Due date.
- Step 6:
Click Create task. The task appears in the Tasks section of the ticket and on the selected board.
How to know it worked
The note appears in the ticket history and the task is listed in Tasks, linked to the ticket.
If it goes wrong
The Create task button does not open the window.
The company does not have a task board yet. Create one in Company › Tasks and return to the ticket.
Next step
Change the ticket status to Resolved when the request has been handled.
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