Layton ServiceDesk - Settings - Libraries - Task Types

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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>
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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= Layton ServiceDesk™ - Settings - Libraries - Request Templates]] [[Layton ServiceDesk™ - Settings - Libraries - Request Templates |<U>Previous article in this series: ''Request Templates''</u>]]</p>
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<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>
''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.
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__FORCETOC__
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=Overview=
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''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:
 
  
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[[File:Lsd task type 01.png|center|link=]]
  
[[File:2011-03-02 1049.png|center|link=]]
 
  
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=New Task Type=
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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.
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#Click the Add button [[File:Lsd btn plus.png|link=]].
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#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|link=]]).
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=New Top-Level Task Type=
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''Task Type'' is the highest level of the tree and allows top-level Task Types to be created under it.
  
<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>
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#Click ''Task Type'' at the top of the tree structure
<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>
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#Click the Add button [[File:Lsd btn plus.png|link=]].
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=Rename Task Type=
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#Click the Task Type name.
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#Click the Edit button [[File:Lsd btn edit 24px.png|link=]].
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#Enter a Task Type name and click the Save button [[File:Lsd btn save.png|link=]]
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<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>
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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>

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

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