Creating subtask templates

Article:HOWTO82250  |  Created: 2012-11-05  |  Updated: 2013-04-18  |  Article URL
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Creating subtask templates

You can use subtask to break up the actions that are needed to resolve an incident. Then, you can assign those subtasks to other personnel. For the subtasks that are repeatable, you can create subtask templates. After you create a subtask template, you can use the template to create identical subtasks. The template fills in the information automatically for the new subtask.

To create a subtask template

  1. In the Process Manager portal, click Submit Request.

  2. On the Submit Request page, in the Service Catalog section, click Administrative Services.

  3. On the right side of the page, click Manage Incident Subtask Templates.

  4. On the Manage Subtask Templates page, click Add Template.

  5. Under Subtask Template's Details, in the Template Name field, type a descriptive name for the email template.

    Type a name that makes the subtask easy to identify a list of subtask templates.

  6. Click Add Task.

  7. On the Create Subtask page, in the Task Title field, type the title of the subtask

  8. In the Task Priority drop-down list, select the priority for the subtask.

  9. Assign the incident to a user as follows:

    • To the right of the Assign to user field click the Search symbol (magnifying glass).

    • In the User Selection dialog box, in the Search Text field, type the first name, last name, or part of an email address. Then, click the Search symbol (magnifying glass).

    • Select the user and then click Select User.

  10. In the Task Details field, type instructions for completing the subtask.

  11. When you are finished, click Save Subtask.

  12. Click Save Template.

    The subtask template is displayed in the Manage Subtask Templates dialog box, in the Subtask Template's Details section.

  13. On the Manage Subtask Templates page, click Finished Managing Templates.

See About subtask templates

See Deleting subtask templates

See Editing subtask templates

See Creating subtask templates from the incident Process View page

On the Submit Request page, in the Service Catalog section, click Administrative Services

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