Automatically adding tasks to a Freshdesk ticket

Using the Checklists app, you can automatically add tasks to a ticket at the time of creation of the ticket.

Here are the steps to automatically add tasks from a Checklist to a ticket.

Step 1: Open the configuration of a Checklist from the app settings

Step 2: Click on the Automation tab and configure the rules 

1. Turn on the switch to automatically add the tasks in this Checklist to a ticket.
2. Click on the condition match list.
3. Choose a ticket property to match.
4. Choose a value to match the ticket property against.

For example,  you could have conditions that check the type of the ticket before adding tasks to it.

Step 3: Add tasks to the Checklist

After adding tasks to the Checklist, click Done and save app settings.