Create a Problem Task Category

User Roles: System Administrator

If you are a Service Manager Administrator, you may want to create a problem 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 problem task category record, follow these steps:

1. Click Problem Management.
2. Click Configuration > Problem Task Categories.
3. In the menu of the Problem Task Category pane, click New.
4. Type the name of the problem task category.
5. Clear the Active check box if you do not want the new category to appear in the category list. If the Active check box is cleared, the new category is not available when you create a new record.
6. Type a description of the problem task category.
7. Select a workflow for the category.
   The Workflow tab is displayed.
8. Click Save.