Layton ServiceDesk - Logging a New Task

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Overview

Tasks are scheduled activities that are required to be performed by an Analyst. They are normally allocated to a Request, Problem or Change at the time that it is logged however they can also be linked later or can be free standing and not linked to a Request, Problem or Change. Therefore, a Task could be a planned maintenance event or action required at any time in the future. For more information on Recurring Tasks please see the Recurring Tasks section.

List View

Tasks can be viewed Home > View Tasks. Tasks will be displayed in order of ascending Scheduled Date but can be reordered by selecting any column heading to sort ascending and selecting again for descending.

Task List View

Creating a New Task

Starting Point

There are two ways to begin creating a Task, either from the home page or, if associated with a Request, Problem or Change, through a tab in the Request, Problem or Change forms.

Starting from the Toolbar or Tasks Tab

To create a new task from the Tasks tab, (usually not associated with a Request, Problem or Change), select New > Task from the toolbar, or click Home > View Tasks and click the Add button .

Creating a New Task from the Toolbar

Starting from the Request, Problem or Change Form

On any of the Request, Problem or Change forms, click the Tasks tab to display any linked Tasks. Click the Add button .

New Task Form

The form looks the same regardless of the manner in which you begin.

New Task Form

Description of Fields

Field	Description
Task	Task Identity Number. Incremented by one starting from zero.
Date Placed	Date Task allocated. Defaults to current date. Use “Select” icon to choose another date.
Task Type	Use “Select” icon to choose Task Type required from predefined tree view.
Analyst	Analyst assigned to the Task. Defaults to logged on Analyst. Use “Select” icon to choose another Analyst.
Request ID	Auto populates with Request ID. Note that you can assign a Request ID if you started from the Task tab in the toolbar and not the Request form.
Problem ID	Auto populates with the Problem ID. Note that you can assign a Problem ID if you started from the Task tab in the toolbar and not the Problem form.
Change ID	Auto populates with the Change ID. Note that you can assign a Change ID if you started from the Task tab in the toolbar and not the Change form.
Status	Status of Task, select either Scheduled or Completed. Defaults to Scheduled.
Scheduled Date	Use “Select” icon to choose date for Task to be done.
Complete Date	Use “Select” icon to choose date Task completed.
Task Description	Full description of Task.

Completing a Task

From the Tasks tab

1. Open the Task to be completed.
2. Click the Complete button . A confirmation dialog will appear. Click the Save button to confirm.

From the Tasks tab in a Request, Problem or Change Form

1. Click the Tasks tab.
2. Click the Complete Task button next to the Task to be completed.
3. Confirm in the confirmation dialog as above.