Task Template

Task Template

Tasks are used to break down a larger activity into smaller workable units. They are available under multiple modules and can be used for multiple purposes. Task template allows you to save time instead of creating a new task from scratch. 

To create a task template: 

    1. Go to Admin>>Helpdesk Customizer>>Task Template.

    2. Click Add New to go to the relevant form.

    3. Now, provide template name, title, and other relevant details as required. You can also mark the task template as inactive using the Mark this Template Inactive checkbox. 

 

Fields

Description

Title

To give a title to the task. This is a mandatory Field

Status

To mark task status such as Open, Closed, Assigned, Resolved among others. This is a mandatory field.

Description

Provide a relevant description.

Estimated Effort

Enter an estimated time required to complete the task.

Group

You can select a group to work on the task

Priority

To set task priority such as Low, Medium, Normal, and High.

Owner

To select a support rep as the task owner.

Toggle button: Mark/Assign

You can either Mark or Assign the Task to a Group or Support Rep using the toggle button. Marking is used when you want to Assign the Task later.

Additional Cost

Enter any additional costs incurred.

Comments

To provide some additional information.

Requires on-site visit

Used to mark a task that requires an on-site visit.

 

         4.   Finally, click Save.


 

 

View, edit, disable, or delete task templates

 

All task templates are listed under the task template configuration page. To access it, go to Admin>> Helpdesk Customizer>>Task Template.

 

  • To view or edit a task template, click the template name. To edit, make necessary changes and click Update Task.

  • To disable a task template, click the checkmark icon against the task template.

  • To delete, select one or more task templates using the checkboxes and click the delete icon.



    • Related Articles

    • Request Template

      SupportCenter Plus allows you to create request templates with pre-configured fields, properties, workflow, and rules.   To configure a request template:  1. Go to Admin>>Helpdesk Customizer>>Request Template. 2. Click New Template to go to the ...

    • Task Type

      Task type allows you to group tasks of a similar type. For example, both hardware maintenance activity and database maintenance tasks can be grouped into a common type. You can create custom task types.   To create a new task type: 1. Go to ...

    • Resolution Template

      SupportCenter Plus allows you to create resolution templates that can be used to resolve requests of the same type. For Support Reps, this helps save time.   To create a resolution template:  1. Go to Admin>>Helpdesk Customizer>>Resolution Template. ...

    • Reply Template

      SupportCenter Plus allows you to create reply templates that can help support reps when sending similar responses to a number of contacts.  To create a reply template:  1. Go to Admin>>Helpdesk Customizer>>Reply Template. 2. Click Add New to go to ...

    • Task closing rules

      SupportCenter Plus allows you to define various rules for closing a task such as mandating fields and customizing task status.   To define task closing rules:  1. Go to Admin>>Helpdesk Customizer>>Task Closing Rules.   2. To mandate task fields for ...