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  1. Create Task Group: Navigate to MANAGE, ADMINISTRATION, Tools, MANAGE> ADMINISTRATION> Tools> Task Groups, and click Create New.
  2. Fill in the details and click Apply Changes. You can relate a task group to only one ticket type.
  3. Add Tasks: To add tasks to the tasks group, use the General Information tab. You can select existing task templates.
    Note: You can create new tasks if no existing task templates exist. The application adds the new tasks that are created through the General Information tab to the task group. To assign a task to the support groups or contacts, set assigned_contact_id and assigned_group_id fields in the Set Fields tab of the task template. To assign the task to a selected support group by the analysts, use the Override Auto Routes action. You can use the Auto Assign On Create option to assign a workflow action to the task automatically.
  4. Set Permissions: To set the permissions for the task group, use the Permissions tab.
  5. Click Apply Changes.

Note: ServiceAide Cloud Service Management displays Serviceaide Intelligent Service Management displays a warning message when you delete a task template that is used by a task group or task flow.