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Requests and Help Desk Features in Detail
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Task Types Management page:

Used to define Task Types for categorizing Tasks. Accessed by clicking on the Task Types link of the Requests Feature Management page.

 

 

  • Feature: list box for filtering view of Task Types by Feature.

Task Types grid contains the following columns:

  • ID: this is the record ID that is automatically assigned by the system.
  • Task Types: used to enter the name of the Task Type.  E.g. Review Request, Programming, and Design.
  • Feature: select a Feature from the list box.  The Task Type will only be available to Tasks set to this Feature. 
  • Billing Item:  enter the Item ID or click on  to select an Item using the Search For Items page.
  • Active: defaults to “Yes”.  Set to “No” to deactivate the Task Type, removing it as a selection from lookup list boxes.
  • Info:  displays a pop-up dialog box with record information.  See picture below:

Click the  Add New Record icon to add a new Task Type.  Click  Save Current Record icon to save it.  Repeat to create additional Task Types.

 


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