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We recommend reviewing what is submitted before posting, in case your idea has already been submitted by another community member. If it has been submitted, vote for that existing feature request (by clicking the up arrow) to increase its opportunity of being added to Cireson solutions.
For more information around feature requests in the Cireson Community click here.
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