Table of Contents

Task List Templates

Keison Tang Updated by Keison Tang

Task list templates are reusable templates that can be attached to request types, or manually attached to a ticket by an agent.

The template editor can be accessed in the Admin and Tech portals by members with the following permissions: advanced member, admin, master admin. Click on the "Tasks" button on the side nav.

Collection of task list templates that you can import into your own instance. More templates getting added soon...

Template Overview

  • Menu > Settings: edit the name, tags and company restrictions
  • Menu > Edit: opens task list template editor
  • Request Types: the task list is automatically added when a ticket is created using the request type. Read more.
  • Company Restriction: restrict the template to certain companies. If a company does not have access to the template, it will not be automatically added via request type. The template also won't appear as an option if a tech is manually adding a task list to a ticket from that company.
  • Task List Demo: displays a preview of the task list. Expand an item to see the description.

Template Editor

In the editor, you can add, remove and reorder instructions in the task list. Preview individual instructions or the whole list.

  • Title: plaintext only
  • Description (optional):
    • Supports Markdown basic and extended syntax
    • Markdown table syntax support: pipe, grid
    • Youtube, Vimeo and .mp4 video links are supported. Insert as a Markdown image.
    • HTML is not supported

You can have up to 25 instructions per task list. Split into multiple task lists if you need more than 25.

How did we do?

Introduction to Task Lists

How to use Task Lists