Layton ServiceDesk - Settings - Libraries - Task Types

From Layton Support
(Difference between revisions)
Jump to: navigation, search
m (Implemented new "Previous/Next" links)
m (Updated links)
 
(6 intermediate revisions by one user not shown)
Line 1: Line 1:
−
<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__
 
__FORCETOC__
−
=Task Types=
+
=Overview=
−
''Tasks'' or ''Actions'' are activities that are required in order to progress or complete a Request, Problem or Change. Alternatively, they can be free standing without any association and could include planned maintenance activities (see '''Recurring Tasks''' below). Actions can be scheduled for completion on a certain date and assigned to any Analyst with the current assigned Analyst as the default.
+
''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 are added by selecting the Task icon on the Analyst Request, Problem and Change forms or via the Quick Action menu or the Log New menu on the Analyst Home tab. Task Types are user defined and use a tree structure similar to the Request Type tree structure. To set up Task Types, go to '''Administration > Libraries > Task Types''' and the following page will be displayed:
 
  
 +
[[File:Lsd task type 01.png|center|link=]]
  
−
[[File:2011-03-02 1049.png|center|link=]]
 
  
 +
=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=]]
  
−
Select the Task Type or name at the tree level above the level you require to insert a new Task Type and click the Add button [[File:Lsd btn plus.png|link=]]. A new sub-level can then be defined in the prompt that appears. To create a new top-level Task Type click on the Task Type name at the top of the tree structure and click the Add button. To rename a Task Type, select it in the tree and click the edit button ([[File:Pencil.png|20px]]).
+
=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.
  
−
=Recurring Tasks=
+
#Click ''Task Type'' at the top of the tree structure
−
''Recurring Tasks'' are Tasks that are created automatically according to a pre-defined schedule and are typically used for routine maintenance activities. A Recurring Task can be an individual task or a number of Tasks with a dependency workflow.
+
#Click the Add button [[File:Lsd btn plus.png|link=]].
  
−
To create a Recurring Task, click ''View Tasks'' from the Analyst Home screen. Select the ''Recurring Task'' tab and click the Add button [[File:Lsd btn plus.png|link=]] and in the pop up window specify the name and schedule. When this window is saved, the Task Form will be displayed. Complete the Task template then click save to add the Task to the schedule. Please note that the following system fields on the Task form will not be available for selection as they we be automatically generated when the Task is created; Date Placed, Status, Scheduled Date, Completed Date. Also the Request ID, Problem ID & Change ID fields are not editable as the Recurring Task can only be linked to a specific Request, Problem or Change.
+
=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=]]
  
−
To add more Tasks to this Recurring Task schedule, click the Add button and create another Task. If a dependency workflow is required, click on the Dependency column and specify the required dependence.
+
<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>
−
To view, edit or add another Task for an existing Recurring Task schedule, click on the Tasks icon for the relevant Recurring Task.
+
−
 
+
−
The Recurring Tasks are managed from the ''View Tasks'' section of the home screen. This option is an Analyst Security Setting which can be found in '''Administration > Company Structure > Manage Analyst > Settings > Access Restrictions Tab > Recurring Task Access'''.
+
−
 
+
−
<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>
+

Latest revision as of 02:14, 30 August 2016

Btn back up.png Back to Contents

Btn back up.png Previous article in this series: Request Templates

Contents

[edit] 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.


Lsd task type 01.png


[edit] New Task Type

  1. Select the Task Type or name at the tree level above the level you require to insert a new Task Type.
  2. Click the Add button Lsd btn plus.png.
  3. Enter a Task Type name and click the Save button Lsd btn save.png

[edit] 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.

  1. Click Task Type at the top of the tree structure
  2. Click the Add button Lsd btn plus.png.

[edit] Rename Task Type

  1. Click the Task Type name.
  2. Click the Edit button Lsd btn edit 24px.png.
  3. Enter a Task Type name and click the Save button Lsd btn save.png

Next article in this series: Priority Btn forward.png

Btn back up.png Back to Contents

Retrieved from "http://laytontechnology.com/support/index.php?title=Layton_ServiceDesk_-_Settings_-_Libraries_-_Task_Types&oldid=6574"
Personal tools
Namespaces

Variants
Actions
Main Page
Online User Guides
General Support
Release Notes
Toolbox