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Problem Template
Configure problem templates to create forms with pre-populated data allowing users to log problem requests quickly. Role Required: SDAdmin Configuring a Problem Template To configure problem templates, Go to Setup > Templates & Forms > Problem ...
Add/Manage Tasks
In the Tasks tab, click Add Task. Fill out the Add Task form using the pointers below: Select Template: Select a task template to auto-populate the task details or leave it as is to apply the default task template. Title: Provide a name for the task. ...
Problem Details Page
The problems details page contains organized information relevant to the problem request. On this page, technicians can instantly execute various actions. Role Required: SDAdmin, Users with View Problems permission In the Problems tab, select a ...
Problem Workflow Editor
The Workflow Editor enables you to build a directional pathway for the problem to follow through its life cycle. The workflow editor is provided with an expandable, scrollable canvas for creating workflow diagrams and a collapsible stencil panel. You ...
Tasks
Track all the tasks assigned to you and assign tasks to other technicians. On assigning a task to other technicians, it will be listed on their home page and the technicians will be able to view the tasks immediately upon logging in to ServiceDesk ...