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 Admin>>HelpDesk Customizer>>Task Types.
2. Click Add New Task Type to go to the relevant form.
3. Now, provide Name, Description, and define a color code. You can mark the task type as inactive by selecting the Inactive checkbox.
4. Finally, click Save.
View, edit, or delete task types
All task types are listed under the task type configuration page. To access it, go to Admin>>HelpDesk Customizer>>Task Type.
To view or edit a task type, click the name or edit icon. To edit, make necessary changes and click Save.
To delete task types, select one or more task types using the checkboxes and click Delete.
Related Articles
Task Template
Certain tasks need to be repeated by the Support Reps for different users and scenarios. With Task Template, repeated tasks can be pre defined thus saving time on creating and assigning tasks to the Support Reps. Task Template can be applied while ...Product Type
Product type allows you to group products of the same type. For example, you can classify different mobile phones from different brands into a common type. You can create your custom product types. To create a new product type: 1. Go to ...Announcement Type
Announcement types are used to provide additional information on announcements. You can custom create announcement types as required. To create an announcement type, Go to Admin > Customization > Announcement Type. Click New and add relevant Name and ...Request Type
SupportCenter Plus offers two default request types namely, Incident and Request for Information. The former is used to create requests for errors, faults etc and the latter is used to get information such as help, how-tos etc. You can also create ...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 ...