FeatureMTX: Tickets

Keep Nilear AI Tasks Off the Ticket Discussion

When a technician completes ticket tasks during Work on Ticket, MTX writes them into the time entry notes, so they appear on the ticket's Discussion. Administrators can now keep the tasks created by Nilear AI internal.

Turn on Record AI Tasks as Internal Notes in My Tickets settings, next to Include Tasks in Time Entries. From then on, the tasks added from Create Ticket Goals and from Support Advisor start marked Internal. When one is completed, it is saved in the Internal Analysis note, and it is left out of the time entry's Discussion notes and out of drafted emails.

A technician can still remove the mark from one task using the task's options menu. Tasks added by hand or from a ConnectWise template work as before, and so do tasks created before the setting was turned on. Technicians who are already signed in start using the setting the next time their settings load.