Layton ServiceDesk - Settings - Libraries - Task Types
From Layton Support
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<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p> | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p> | ||
<p align="right">[[File:btn_back_up.png|link= Layton ServiceDesk™ - Settings - Libraries - Request Templates]] [[Layton ServiceDesk™ - Settings - Libraries - Request Templates |<U>Previous article in this series: ''Request Templates''</u>]]</p> | <p align="right">[[File:btn_back_up.png|link= Layton ServiceDesk™ - Settings - Libraries - Request Templates]] [[Layton ServiceDesk™ - Settings - Libraries - Request Templates |<U>Previous article in this series: ''Request Templates''</u>]]</p> | ||
+ | __FORCETOC__ | ||
+ | =Overview= | ||
''Tasks'' or ''Actions'' are activities that are required in order to progress or complete a Request, Problem or Change. Task Types are user defined and use a tree structure similar to the '''[[Layton ServiceDesk™ - Settings - Libraries - Request Types|Request Type]]''' tree structure. Task Types should be configured prior to '''[[Layton ServiceDesk™ - Logging a New Task|creating Tasks]]'''. | ''Tasks'' or ''Actions'' are activities that are required in order to progress or complete a Request, Problem or Change. Task Types are user defined and use a tree structure similar to the '''[[Layton ServiceDesk™ - Settings - Libraries - Request Types|Request Type]]''' tree structure. Task Types should be configured prior to '''[[Layton ServiceDesk™ - Logging a New Task|creating Tasks]]'''. | ||
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− | Select the Task Type or name at the tree level above the level you require to insert a new Task Type | + | =New Task Type= |
+ | #Select the Task Type or name at the tree level above the level you require to insert a new Task Type. | ||
+ | #Click the Add button [[File:Lsd btn plus.png|link=]]. | ||
+ | #Enter a Task Type name and click the Save button [[File:Lsd btn save.png|link=]] | ||
+ | |||
+ | =New Top-Level Task Type= | ||
+ | ''Task Type'' is the highest level of the tree and allows top-level Task Types to be created under it. | ||
+ | |||
+ | #Click ''Task Type'' at the top of the tree structure | ||
+ | #Click the Add button [[File:Lsd btn plus.png|link=]]. | ||
+ | |||
+ | =Rename Task Type= | ||
+ | #Click the Task Type name. | ||
+ | #Click the Edit button [[File:Lsd btn edit 24px.png|link=]]. | ||
+ | #Enter a Task Type name and click the Save button [[File:Lsd btn save.png|link=]] | ||
<p align="right">[[Layton ServiceDesk™ - Settings - Libraries - Priority|<U>Next article in this series: ''Priority''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk™ - Settings - Libraries - Priority]]</p> | <p align="right">[[Layton ServiceDesk™ - Settings - Libraries - Priority|<U>Next article in this series: ''Priority''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk™ - Settings - Libraries - Priority]]</p> | ||
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p> | <p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p> |
Revision as of 03:06, 24 September 2015
Previous article in this series: Request Templates
Contents |
Overview
Tasks or Actions are activities that are required in order to progress or complete a Request, Problem or Change. Task Types are user defined and use a tree structure similar to the Request Type tree structure. Task Types should be configured prior to creating Tasks.
New Task Type
- Select the Task Type or name at the tree level above the level you require to insert a new Task Type.
- Click the Add button .
- Enter a Task Type name and click the Save button
New Top-Level Task Type
Task Type is the highest level of the tree and allows top-level Task Types to be created under it.
- Click Task Type at the top of the tree structure
- Click the Add button .
Rename Task Type
- Click the Task Type name.
- Click the Edit button .
- Enter a Task Type name and click the Save button