Service Desk Help

Creating a New Ticket with a Task Template

When creating a new ticket within the Staff Agent interface, there is an additional option that will present all the available templates for the organisation the ticket is being created for.

This option is only available if you have already set up your task templates. See Tasks and Task Templates
  1. Follow the instructions in the topic Creating a Ticket Manually.
  2. At the bottom of the New ticket page, click on Add task template and select the template you want to add from those available.

Selecting the relevant template will automatically load the associated tasks into that new ticket.

You can also create a task within a ticket, see Adding Tasks to a Ticket for more details.