Layton ServiceDesk - Settings - Libraries - Task Types
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Task Types
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 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:
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 
. 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 (
).
Recurring Tasks
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.
To create a Recurring Task, click View Tasks from the Analyst Home screen. Select the Recurring Task tab and click the Add button 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.
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.
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.
