Creating task templates

Overview

Use task templates to save time on task creation. In task templates, fields for frequently used tasks are already filled with entries that can be used for the assigned task. See also Task page.

In task templates, you define default values for category, SLA, priority, recipient, etc. If a task is linked to a task template, it automatically inherits all properties of the template.

To Create a Task Template 

1. Go to Matrix42 Enterprise Service Management → Service Desk application.
2. In the navigation area, click Configurations → Task Templates.
3. On the toolbar, click Add Task Template. A properties dialog opens.
4. Enter the information that will be automatically copied to the newly created task: 
   • Name (mandatory) of the Task Template
   • Summary (mandatory)
   • Category
   • Type of Task: Analysis(default), Implementation, Test, Release, or Review
   • Priority: Lov, Middle 9default), High, or Without
   • Responsible 
   • Responsible Role
   • Description
   • Solution.
     
      
5. Click Save & Close.

The created Task Template can be selected when creating a Task:

The fields are automatically filled out with the information from the selected Task Template and can be further manually adjusted.

Actions

In the action panel, you can access the following Actions for the Task Templates:

• Edit: Open the Task Template for editing. 
• Delete: Delete the Task Template. 
• History: View and export Task Template-related transactions.  See also, History Wizard
• Export: allows selecting the format and exporting the Task Template-related data.