The Service Page is the central location in MSPComplete where members manage and complete tasks for individual services. On the Service Page, you can view the tasks for a service, add tasks, start tasks, mark a task as blocked or completed, and skip tasks.
Sections in this article:
On the Service Page, you can view all tasks for a service, start tasks, update status, and view and edit task details.
Complete these steps to view the tasks for a service:
This information is displayed in the top pane of the Service Page:
The name of the service.
Tags for the service.
The overall progress and completion percentage for the service. A red progress bar is displayed when the service is blocked.
Tip: Hover over the progress bar to view the number of tasks completed out of the total number tasks for the service.
The name of the customer for the service.
The name of the assigned team for the service.
The assignee for the service. Services without an assignee are displayed with a dotted user icon ().
The start and due date for the service.
This information is displayed in the left pane of the Service Page:
Tasks for the selected service. Click
See more completed tasks to view completed tasks.
Task name and status
The name of the task and the status.
The assignee for the task. Tasks without an owner are displayed with a dotted user icon ().
The due date for the task. Past due dates are displayed in red.
This information is displayed in the right pane of the Service Page after you select a task in the left pane:
The assignee for the task.
Task start date
The start date for the task.
Task due date
The due date for the task.
The run time for the task in HH:MM:SS. If the task is completed, the time that it took for the task to be completed is displayed.
Details for the task, such as the instructions to complete the task or automated actions available for the task.
These options are displayed depending on the status of the selected task:
These actions can be performed in the Services Page:
Add Task to add additional tasks to the service.
For more information: Read the Add tasks to a service topic.
Complete tasks or update their status
(start a task, skip a task, reset a task, and complete a task)
These actions can be performed for tasks:
For more information: Read the Complete tasks or update their status topic.
Edit task details
To edit the task details, hover over a task in the left pane of the Service Page and click the edit icon ().
Click the drag icon () and drag a task up or down in the left pane to change the order of the tasks for a service.
For more information: Read the Change the order of tasks for a service topic.
You can add tasks to a service, assign them to members or teams, and set them to start and be due on a specific date and time.
Complete these steps to add tasks to a service:
Enter a name for the task or leave the default task name unchanged.
Select a team for the task. When a task is assigned to a team, the list of members in the Assignee field is filtered to display only members of the selected team.
If you prefer to assign the task directly to a member of the workgroup, leave the Assign Team field blank and instead select a member in the Assignee field.
Select a member for the task. If a team was selected for the task, then the list of members is filtered to display only members of the selected team.
If you want the task to be claimed or automatically assigned to a member of a team, leave the Assignee field blank and instead select a team in the Assign Team field.
For more information: Read the
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You can edit task details, such as the assignee, start date, and due date.
Complete these steps to edit task details:
You can change the order of tasks for a service. Only tasks that were added to a service can be reordered.
Important: Changing the order of a task will impact subsequent tasks that have a relative schedule to the task that you reorder.
Complete these steps to edit the order of tasks for a service:
You can start a task and mark it as complete when you are done, you can skip a task if you determine that it’s unnecessary, you can mark a task as blocked if something is stopping you from completing the task, and you can reset tasks if you need to redo them.
Follow these steps to complete tasks and update their status: