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How do I add a task to a conversation in Help Scout?
If you are using Help Scout to manage customer conversations, you may need to add tasks to conversations in order to keep track of any action items that need to be completed. This could include tasks such as following up with a customer, researching a customer issue, or assigning a conversation to another team member. Knowing how to add tasks to conversations in Help Scout can help you stay organized and ensure that all customer issues are addressed in a timely manner.
Grace Everwood
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Helpscout
1
Go to [https://www.helpscout.com](https://www.helpscout.com)
2
Select the conversation you would like to add a task to.
3
Click the "Actions" button in the top right corner of the conversation.
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4
Select "Add Task" from the dropdown menu.
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Enter the task details in the "Task" field.
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6
Click the "Add Task" button.
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