Activity Templates

[@Johnny]

Hello all

Is there a way to create a working template. Example, when cleaning an infected computer I have certain steps I take. When creating a ticket I have to type this in every time. is there a template I can create that will have all of the steps I perform automatically. The only thing I would need to do is select the number of billable/non-billable hours.
Thanks in advance

[Support Team]

Re: Activity Templates

Thank you for asking.

It looks like the new To-do Lists feature is exactly what you're after! Especially when using it with To-do lists templates. Give it a try.

[@Johnny]

Re: Activity Templates

Thanks for the quick response.
Where would I go to create a To Do List?
I do not have a to do list tab under the account

[Support Team]

Re: Activity Templates

This is a new feature introduced in version 8. What version do you have installed? In case 8 then please try to visit 'Tab Management' Window and verify that it is selected to show.

[@Johnny]

Re: Activity Templates

I'm still on version 6

[Support Team]

Re: Activity Templates

That's explains it then... You should consider an upgrade. Please drop us an email to discuss this at Support@... thanks.