Task Template

Task Template

Configure pre-defined task templates for tasks repeated by technicians for different users and scenarios. Task templates can be applied while adding a task to a request, problem, change, project, and release. Task templates are not exclusive to customers.

Role Required: SDAdmin and HelpdeskConfig.

Configure Task template 

To create a template,
  1. Go to Setup > Templates & Forms > Task Template to open the Task Template list page.
  2. Click New Task Template.
  3. Specify a unique Template Name.
  4. Specify the Title of the task. The Template Name and Title are mandatory fields.
  5. Enter a brief Description of the task template in the field provided. This field supports rich-text content, and by default, rich-text editor is enabled.
  6. Enable Assign Group/Owner to assign the group owner to the task. When disabled, the group or owner will be assigned when the task is triggered.
  7. Select the Group and Technician to assign the task.
  8. Select the Status and Priority of the task and configure the Estimated Effort time and Additional Cost.
  9. Choose the Task Type from the dropdown.
  10. Select the checkbox to mark the template as inactive. Inactive templates are marked in grey and do not get listed in the Add task form while adding tasks to requests, problems, changes, projects, or release
  11. Click Save.

List View Actions               

You can manage the task templates from the list view page and perform the following actions:
  1. Edit - Use the icon to edit a task template.
  2. Delete - Select the templates and click the Delete button on the header.
  3. Search Templates - Use the icon to search through templates.
  4. Customize List View - Limit the number of templates and define the sort order of the templates displayed in the list view using icon .

    • Related Articles

    • Project Template

      Configure project templates to allow users to apply a common template for repetitive projects, such as creating workspaces for new hires, uploading websites, or upgrading software applications. Project fields such as Site, Project Requester, Owner ...

    • 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 ...

    • Incident Template

      Incident templates are used to build forms with pre-populated data that can be utilized to log incidents quickly. Templates save time and effort by effectively capturing necessary information. Role Required: SDAdmin Benefits: Collect information for ...

    • Task Type

      Task types are used to categorize similar tasks based on the activity, time taken, related module, or more. Role Required: SDAdmin Go to Setup > Customization > Helpdesk > Task Type. Click New Task Type. Enter a name for the task type. This is a ...

    • Reply Template

      Configure reply templates for the repetitive responses to requests, thus saving time and easing their work. Reply templates can be configured for all and are not customer specific. Role Required: SDAdmin Configure Reply Templates To configure the ...