Table of Contents

Task List Templates

This article is no longer updated and has been merged into our wider article on Task Lists.

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.

Creating Tasks Lists - Tutorial

43 STEPS

1. Open DeskDirector Admin Portal and click Tasks.

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2. To create a new task list, Click New Template.

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3. Type a name for your task list.

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4. You can change the visibility of this task list. Click the second radio button to limit the visibility only to agents.

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5. Click the first radio button to make the task list visible to both agents and end users.

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6. To add tags, click Add Tag.

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7. Click the Tag that you want to add.

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8. Click Create.

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9. Click create task instructions to start adding instructions.

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10. Type the title for the first instruction.

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11. Then, type a description for the first instruction.

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12. Click Add instruction to add a second instruction.

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13. Type the title for the second instruction.

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14. Type a description for the second instruction.

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15. After you have finished adding instructions, click Save to save them.

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16. Now, click the task list name to go back.

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17. Click the three-dots menu.

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18. Click Settings.

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19. We can restrict which companies can access this task list. To do this, click the three-dots menu.

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20. Click Add companies.

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21. Select the companies you want. Let's choose Blade Organics.

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22. Let's also add Deed and Viper.

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23. Click Select to confirm.

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24. Click Update.

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25. Currently, there are no Request Types that use this task list. So, let's add it to one.

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26. Click the Admin icon.

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27. Click Portal.

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28. Click Request Types.

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29. Click Request Type Item.

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30. Choose which Request Types you want to add the task list to. We will choose App crashing incident.

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31. Scroll down and click Add Templates.

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32. Click the task list we created.

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33. Click Select.

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34. Click Save to save the changes.

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35. Now, agents and end-users can see the task list in the tickets of this Request Type.

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36. You can also add this task list to individual tickets. Go to the tickets section and click on any ticket.

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37. Click the gearbox icon in the Tasks section of the ticket.

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38. Click Create by template.

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39. Click the task list we created.

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40. To limit its visibility to only agents, select the checkbox next to this option.

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41. Click Select.

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42. Our task list is now added to this ticket.

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43. That's it. You're done.

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** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2338889/Task-lists

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