Zentraler Informatikdienst

Creating or editing a sub-task

For:  employees

This user guide will help you split a large or complex request into multiple sub-tasks or edit a sub-task assigned to you.

Notes

  • A sub-task is created in the same Servicedesk project as the original request. It can therefore only be assigned to those people who can work on that project.
  • The person who created the sub-task (not the original requester) is entered as the author. Agents can change the author both during creation and afterwards.

Creating sub-task

  1. Accept request – More – Create sub-task
  2. (Configure Fields) – fill in required fields – Create

Detailed user guide

1. Starting process

  1. Accept the request.
  2. Click More in the request header and select Create sub-task.

2. Entering details of sub-task

Fill in the required fields in the Create Subtask window. If not all fields are visible, you can add them with the Configure Fields button in the top right corner.

  1. The issue type Sub-task is entered automatically.
  2. Enter a meaningful Summary of the sub-task.
  3. You can enter further details in the Description field.
  4. If you wish, you can assign the sub-task to a specific person or to yourself for processing with the help of the field Assignee.
  5. Activate the checkbox next to Create another if you want to create another sub-task.
  6. Complete the process by clicking Create.

Editing sub-task

  • When a sub-task is created in your project, you can accept, edit and close it like a regular request.
  • You can also ask questions to the requester or to your team members in the project (internal comment) just like any other request.
  • The main task can only be completed if all sub-tasks are also completed.

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