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. 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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__FORCETOC__
 
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=Overview=
To set up Task Types, go to ''Administration > Libraries > Task Types'' and the following page will be displayed:
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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]]'''.
  
  
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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 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:Lsd btn edit 24px.png|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=]]
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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.
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#Click ''Task Type'' at the top of the tree structure
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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=]]
  
<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">[[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>
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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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