Introduction
Task is a one-time, non-recurring work assigned to a user and executed on selected resource/s for a certain stipulated time.
Planning, managing and execution of tasks are required as part of an IT service. Task scheduling is carried out by IT operations management. In OpsRamp, Task is automated in Service Desk that runs online tasks on specific date and time.
Example: Clear log files from selected resources
Configuring tasks
To configure the task settings:
- From All Clients, select the client.
- Go to Setup > Service Desk > Configuration section > Settings.
- Click the Tasks tab, configure the required properties in the TASKS SETTINGS page.
- Click Update.
The following applies to whether or not a client is selected:
- Select Client to apply the settings to all users within the client.
- When NO client is selected, the chosen settings apply to all clients within the partner.
Creating tasks
Tasks are created using the Service Desk.
To create a new Task on Service Desk:
- From the options in the drop-down menu, click Service Desk.
- Click Add in the top right and then click Task.
- From New Task, provide the required details and click Create.
Supported fields
Field name | Description |
---|---|
Partner | Select the Partner. |
Client | Select the Client. |
Project | Select the Project. |
Subject | Title or short summary of Task. |
Description | Information required to describe Task. This can include details of the task and steps to execute the task |
Attach file | Artifacts required to support Task. Supported file types: `.txt`, `.jpg`, `.zip`, `.docx`, `.odt`, `.odg` and `.xlsx`. File size limit: 32 MB |
Requested By | User who requests Task. |
Assignee Group | User group that can act on Task. |
Assign to | User responsible for working on Task. |
Resources | Resources for which Task is created. |
Priority | Measure of how soon Task needs to be executed. |
Estimated Hours | Estimated time duration in minutes for completion of Task. |
Articles | KB articles that refer to similar Tasks in the past. |
Editing tasks
To edit a task:
- From the options in the drop-down menu, click Service Desk.
- Click a task.
- Click Edit and edit the required fields.
To edit multiple tasks:
- From the options in the drop-down menu, click Service Desk.
- Click Bulk Update button and select the number of entities to be edited.
- Select Apply Actions option.
- Update Actions, select the required changes and click Update.
Closing tasks
Configure Auto-Close Policies to close tasks that are resolved and that are in an inactive state since a certain elapsed time.
To add an Auto-Close Policy:
- From the options in the drop-down menu, click Setup.
- On the Service Desk panel, click Auto Close Policies.
- From AUTO CLOSE POLICIES, select the client and click Auto Close Tasks.
- From EDIT AUTO CLOSE POLICY, provide the following:
- Name: Name of the Auto-Close policy
- Resolved Tickets Above: The inactive period of a resolved Task beyond which the entity needs to be closed
- Click Submit. Auto-Close Policy is added.
Viewing tasks
Task details page provides the following attributes.
Tabs | Description |
---|---|
Conversations | Comments added by assignee or creator which can be viewed by all users in assignee group. |
Activity Log | User activities on Task. |
Resources | Resources for which Task is created. |
Notes | Useful information or hint for Task execution. Viewed by all users of assignee group. |
To Do | Information recorded by a user for self-reference. Viewed by a single user. |
Properties | Task details. |
Status Flow | The workflow representation that shows the status changes of Task. |
Articles | KB articles that refer to similar Tasks in the past. |
Integration Log | Details of inbound and outbound communication between OpsRamp entities and third-party entities. |
Configuring scheduled tasks
Scheduled Task entity provides the ability to schedule and run recurring tasks over a pre-defined time duration, at specified time intervals. Each instance of a Scheduled Task is recorded and grouped as Tasks under the Scheduled Task listing.
Example: Selected servers are scheduled to reboot every Saturday for a month.
Start Date: April 1, 2019
End Date: April 30, 2019
Recurrence Pattern:
Weekly Day of the week: Saturday
Creating scheduled tasks
To configure Scheduled Task:
- Go to Setup > Service Desk > Automation > Scheduled Tasks.
- Click + to create a new scheduled task.
- ADD SCHEDULED TASK, provide the required information and click Next.
- Provide the schedule details of the task and click Preview.
- Click Submit after previewing the scheduled task details.
Viewing scheduled tasks
Scheduled Tasks can be viewed and managed. Every instance of a Scheduled Task run is recorded under Tasks. Deactivate options deactivates Scheduled Tasks temporarily.