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> | <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> | ||
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''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. 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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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]]). | 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]]). | ||
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Revision as of 23:49, 11 November 2013
Previous article in this series: Request Templates
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 ().