Project/Ticket Templates
3 guides
Milestones
The article provides a comprehensive guide on managing project milestones using Halo. It covers how to enable and configure the Milestones tab for Ticket types, add new milestones with sequence, dates, and dependencies, and manage locked tasks. It also explains configuring column profiles for milestones, updating milestone dates, and linking child tickets to milestones. Additional topics include using ticket templates to add milestones and controlling modifications. The guide emphasizes efficient tracking of projects by associating tasks with specific milestones and adjusting settings to automate scheduling.
Ticket Templates
This guide provides detailed instructions for creating and managing ticket templates. It covers various topics including creating templates and template groups, configuring values and to-do lists, and linking related assets. The guide also explains child templates, setting custom table default values, applying templates, filtering by group, configuring ticket areas, and saving templates based on existing tickets. By organizing templates efficiently, agents can enhance productivity and streamline workflows within the ticketing system.
To-Do Lists
This article guides users on setting up and managing to-do lists in Halo, which can be attached to tickets manually or through pre-configured templates. It covers creating to-do lists and groups, integrating them into workflows, and customizing them for specific customers. The guide demonstrates adding to-do items via different methods, organizing lists, using ticket templates, and applying customer-specific to-do lists, enhancing task management and workflow efficiency.