How to Use Task Management in Zapier

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If you've ever found yourself in need of setting a task-based reminder for a case in Desk.com, look no further.  The amazing Zapier app can help you accomplish this since it's not inherently built into Desk.com.

First thing's first, make sure you've signed up with Zapier and picked a plan that'll meet your needs.  They range from Free, to $99 per month.

When you're logged into both systems, head to the "Make a Zap!" section of Zapier to get started.

In this example, I'm using Todoist as my preferred task manager and will trigger a task to send to Todoist based on having a case in Pending status with a label of Task.

This article assumes you've already paired your Desk.com site and Todoist account with Zapier.  If you haven't, Zapier will prompt you at the appropriate locations.

1. Select Desk.com and Todoist as the Apps you're working with.  



2. Pick which Desk.com account you want to use.  If you only have one, this is an easy decision.  If you haven't paired Desk.com with Zapier yet, you'll do that here.



3. Next, pick your Todoist account.  Again, if you haven't paired that with Zapier, you'll do it here.



4. Now select a Case criteria in Desk.com to trigger the Zap that creates the task.

In this example, I'm looking for the Status of Pending and a Label called Task.



Similar to building a Rule in Desk.com, you can have multiple conditions that a case has to meet to trigger your Zap.  It's up to you to figure out what the right combination is.  This example uses the bare minimum of status and a label, but you can select any conditions that you'd like.

5. Tell Todoist how you'd like to create your task.



In this example, we're setting the case's Subject as the Title of my Task, the Case Description as the Note on my task, and setting a due Date of Friday. Todoist also supports other date formats, such as today, tomorrow, every Friday, and many others.

You can also set a specific project or priority on your task.

This example uses the Todoist app, but Zapier has many other task management apps available that might suit your needs.  You can also use Google Calendar pretty easily as well.