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For more information around feature requests in the Cireson Community click here.
Options
Add Activities to Service Request
Ryan_Murphy
Customer Advanced IT Monkey ✭✭✭
Management wants to be able to use Service Manager/Cireson Portal to manage Projects. This entails keeping a log of every project and the tasks associated with it.
My idea is to build a Service Request template titled "IT Project", create an SR as a high level "Project", and have them utilize Manual Activities for all of the individual tasks associated with the project. So, for example:
Service Request (Project): ITSM
Manual Activity (Task): Server builds
Manual Activity (Task): Process flow diagramming
Manual Activity (Task): Asset management
However, I am not seeing the option to add an Activity within the Portal, either on creation of the Service Request or once it has been created. Within the Service Manager Console I can add an Activity at any time. So, for now, I would inform management that this solution will only work within the Service Manager Console, but I hope to see the ability to add an Activity within the Portal.
Also, I welcome any other ideas that anyone has to allow management to track their projects and their tasks within a project (without using Microsoft Project).
My idea is to build a Service Request template titled "IT Project", create an SR as a high level "Project", and have them utilize Manual Activities for all of the individual tasks associated with the project. So, for example:
Service Request (Project): ITSM
Manual Activity (Task): Server builds
Manual Activity (Task): Process flow diagramming
Manual Activity (Task): Asset management
However, I am not seeing the option to add an Activity within the Portal, either on creation of the Service Request or once it has been created. Within the Service Manager Console I can add an Activity at any time. So, for now, I would inform management that this solution will only work within the Service Manager Console, but I hope to see the ability to add an Activity within the Portal.
Also, I welcome any other ideas that anyone has to allow management to track their projects and their tasks within a project (without using Microsoft Project).
0
Comments
@Ryan_Murphy we also have this open as a feature request on the below thread to have activities avaiable out of the box if you want to give it an upvote:
https://community.cireson.com/discussion/90/ability-to-add-ma-ra-etc-to-activities-in-cireson-analyst-portal
Also Seth Coussens covers an example of using dynamic service request forms for handling project requests, checkout the below:
https://sethcoussens.com/2016/01/24/cireson-portal-dynamic-forms-by-template-id/
Hope this helps!
Regards
Joe