Use > Incident Management > Incident configuration > Create an incident task category

Create an incident task category

Applies to User Roles:

System Administrator

If you are a Service Manager Administrator, you may want to create an incident task category. To do this, you can modify an existing category record, or you can create a new category record. Service Manager provides out-of-box category records that you can use or modify.

To create a new incident task category record:

  1. Click Incident Management.
  2. Double-click Configuration > Incident Task Categories.
  3. Click New.
  4. Type the name of the incident task category.
  5. Type a description of the problem task category.
  6. Clear the Active check box if you do not want the new category to appear in the category list.

    Note If you clear the Active check box, this category cannot be used to create new incident tasks.

  7. Select a workflow for the category. The Workflow tab is displayed.
  8. Click Save.

Note Incident task category name is read-only after the category is created.