Add the ability to create a checklist and attach it to a ticket
I would like the ability to set up a checklist and attach it to a ticket. This would allow me to set up a checklist that has 15 steps in it without setting up 15 separate tickets in a process. I use checklists a lot, especially when setting up new users or reloading existing machines. It would be nice to be able to check off each step in the ticket and have it saved in case you have to come back to the process. I like the way processes work, but if you have lots of steps, creating all of those tickets and managing them becomes inefficient for simple individual steps.
For example:
1. Create AD user by copying a similar user.
2. Check groups.
3. Create Exchange mailbox.
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Jason McCune
shared this idea
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Mark Thompson
commented
Multiple other IT management systems with service desk functionality have had this feature for many years. Even Spiceworks a free system has this
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Timothy Knab
commented
This would be great! I'm surprised that it only has 29 votes. Is there another similar post for this checklist concept?
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Nancy Cunningham
commented
This is an interesting concept - I really like this idea (but I'm out of votes!).
We also use single select custom fields to create checklists for a couple of different scenarios, and have rules that trigger based on some of the options that are selected.
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Ben
commented
We do repetitive tasks A LOT, especially computer setups. Having a checklist built into the ticket would save us so much time and make our lives much easier. We are using processes for some of this stuff, and we would love to avoid having 10 different tickets open for each step of the process. This is a great idea, and we hope to see it considered!
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Bryce Adams
commented
I found that something similar can be done using either drop down menus (single Select) or checkboxes. Although it can be changed after checked or selected the history Tab will show who did what, and when. I use single select and created custom fields for each step in an account creation to basically accomplish this task.
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John Reid
commented
This option would make my life so much easier. I know I can set up a process, but I don't want to make 10 tickets for deleting a user.
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Bryce Adams
commented
I also would like this. We currently use another system for this type of ticket management and creating full blown tickets under a process where a simple checklist would suffice seems like overkill and more work than is needed.