Task templates

Task templates are used to streamline the process of creating new tasks. They provide a standard format and predefined fields that can be quickly customized to meet specific needs without having to enter the same information every time.

New task template

To add a new ticket template, go to Servicedesk > Task templates, then click the “New task template” button.

Next, in the “New task template” window, name the template, describe it, and finally click the “Save” button.

The task template has been added to the list.

Editing/deleting task templates

To edit/delete task templates, go to Servicedesk > Task templates, then hover over the desired task template. The edit/delete buttons will be displayed.