SET UP NEW MONTH TIMETABLE AND TASKS TARGET DATES-ACCOUNTS - UPDATED MAY 2017

What is the task

We have monthly ,quarterly and yearly tasks stored in the admin office 365 jj auto parts tasks calender which we need to as zendesk tickets

This tasks are also shown as admin team tasks doc

SET UP

Need access to office 365 admin tasks

STEPS

at the start of month we look at those tasks in outlook and create zendesk tickets from these tasks ,

look at the active tasks view

once we have created tasks in zendesk we will mark the task as completed in office 365

The task in outlook shows what day of the month that this ticket is due

No need to change dates in task doc.

If the task ticket arrives on a weekend, just move the ticket to the nearest working day.

No need to add annual tasks in doc.
Go to OUTLOOK - TASKS - ADMIN

Create task tickets based on month you're doing and use dates basing on the task calendar to be the same as Zendesk task ticket.

Assign to person who will be doing

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