Task Types

Task Types allow categorization of similar Tasks. For example, Tasks related to troubleshooting of various kinds can be grouped under Task Type "Troubleshooting". Such task categorization helps you to create Request, Problem, Change & Project specific task types for categorizing tasks as and when they are created.

1. Log in to the ServiceDesk Plus MSP application using the user name and password of an admin user.

2. Go to Admin  > Helpdesk Customizer > Task Types from the left menu. The resulting page displays the available list of Task Types. You can add, edit, or delete Task Types.

Add a Task Type

To add a Task Type,

1. In the Task Type List View page, click the Add New Task Type link at the top right corner. This opens the Add New Task Type form.

2. Enter the task type name in the Name text field. The provided name has to be unique and cannot be duplicated. This is a mandatory field.

3. If required, select the Color code to identify the task type by invoking the icon . The selected color has to be unique for every task type specified.

4. You can enter a short description about the task type in the Description field.

5. At any point, while creating or after, if you wish to disable task type, check Inactive checkbox.

6. Click Save. The new task type is added to the already existing list. At any point you wish to cancel the operation that you are performing, click Cancel. If you want to add more than one task type then, click Save and add new button. This adds the new priority and reopens the add task type form.

Edit a Task Type

To edit an existing task type,

1. In the Task Type list view page, click the edit icon  beside the task type name that you wish to edit.

2. In the Edit Task Type form, edit the fields you want to change.

3. Click Save to save the changes. At any point, if you wish to cancel the operation that you are performing, click Cancel.

Even while editing a task type, if you wish to add a new priority, then click Save and add new button instead of clicking Save button after making the changes.

Delete Task Type

1. From the Task Type List page, enable the check box beside the task type name that you wish to delete.

2. Click Delete button. A dialog box confirming the delete operation appears.

3. Click OK to proceed with the deletion. The task type gets deleted from the available list. If you do not wish to delete the task type, then click Cancel.