For creating a task template, click on Select Template and choose a template from template categories. *Both service and request templates will be listed under the categories.
Select the Status of the request, the Mode of request submission, Level, and Priority of the request from the drop-down box.
Also, select the Impact, Impact Details, and Urgency of the request from the corresponding drop-down box.
In the Requester Details block, specify the Requesters Name, Contact Number, Job Title and Department of the requester.
You can select the requester from the list of users configured in the application.
Click requester lookup icon 
beside the requester name field. The Requester List window pops up.
To select a requester from the list, click the hyperlinked requester Name. The requester name and details associated with the requester are populated in the requester details block
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Also, you have an option to edit the requester details directly from this page. Click the edit icon
beside the requester name to perform the edit operation. -
In addition, add new requester directly by clicking the Add Requester button from the requester list page.
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If you are aware of any requesters details such as name, login name, department, email and so on, then conduct a column-wise search using the search icon
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Conduct an instant search for the requester by entering the search string in Search Requester List field and click Go.
The assets associated with the requester are populated in the Asset drop down. Select the Asset from the drop down. If the issue is caused by a network resource such as a router or an access point, then click the icon 
and select the asset.
In the Select Assets pop-up window, you can filter the assets by selecting the Type of assets such as access point, routers, workstation and so on, from the drop-down. Selecting All Assets from drop-down menu lists all the assets available in the application, irrespective of the asset type.
By default, if the location of the requester is configured in the application, then the same is populated in the Site field. In certain scenarios, the requester may raise a request from one site to a problem on another site. In this case, the site in which the issue persists should be selected.
On selecting the site, the groups corresponding to the site gets populated under the Group field. The request is routed to the particular group by selecting the Group name from the drop down.
On selecting the Group, technicians associated with the Group alone are listed in the Technician drop-down list. Select a Technician to handle the request from the drop down.
Select the Service Category which is affected by the incident from the drop down.
Select the relevant category under which the request is classified from the Category drop-down box.
Also, select the relevant Sub-Category and Item from the drop-down box.
Specify the subject line to be displayed while sending the request in the Subject text field. The subject line is displayed as the request's title and is a mandatory field.
Provide a detailed description with any other associated details relevant to the request in the Description text box.
To attach a file to the task template click Attach File button to attach files.
Click Next>> button for Task Scheduling.
