ClearCRM makes it easy to turn support tickets into tasks, helping your service team work more effectively with your project and technical teams.
Go to the Service > Support section from the left-hand navigation.
Hover over the ticket you want to convert and click View.
Inside the ticket view, you'll see several tabs like:
Add Reply
Add Note
Other Tickets
Tasks
Click on the Tasks tab to see all tasks already linked to this support ticket.
These are pulled from the Projects section but filtered to show only what’s relevant to this specific customer request.
Click the New Task button. Two fields will be auto-filled for you:
Related To will be set to Ticket
The specific Ticket Name will already be selected
Now, just fill in the task details and click Save.
This is ideal for follow-ups like fixing a bug, investigating a system error, or escalating a customer request to another department.
Want to speed things up even more?
Scroll down to the Request History section. Each message has a Convert to Task button.
Click it, and the same task creation pop-up will appear—with the message text already copied into the task description.
All tasks created from tickets:
Are automatically linked back to the original ticket
Will also appear in your Project Tasks view
This ensures your teams stay aligned, with everything connected and traceable from both service and project perspectives.
