Create a request task category

Security Role: Request Manager

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

• Purchase
• Reservation
• Labor
• Installation
• Uninstallation
• Automation

To create a new request task category record, follow these steps:

1. Click Request Fulfillment.
2. Click Configuration > Request Task Categories.
3. Click New.
4. Type the name of the request 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 plan a new task in task planner.
6. Type a description of the request task category.

7. Select a workflow for the category.

   The Workflow tab is displayed.

8. Click Save.

Related topics

Request Fulfillment configuration

Create a request category