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Creating task templates
Updated over 2 years ago

Solving certain issues is child's play for you. ‘Task Templates’ are the magic bullets that will help you put a structured solution to your most common issues. You can attach the Task Templates to Runbooks or associate them with tickets.

To create task templates:

  1. Navigate to Settings > Advanced Configuration > Task Templates. Click ‘Create’.

2. Name and describe the Task Template in the ‘Create new Task Template’ page.

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3. Select the technician group and the technician who needs to be on the task.

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4. Enter the estimated time of completion in hours and minutes.

5. Click ‘Save’.

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