How do I add "ToDo list" template to a Service Request?

How do I add "to-do list" template to a Service Request?

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    Mike Clements
    05 October, 2023

    Automatically Add ToDo's to a Service Request


    You would first need to create the "To Do" template by going to the main menu and selecting ToDos


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    and then creating your ToDo template by selecting template


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    Once the template is created you can assign the template to a specific 'Class' by going into the 'Config' section and then down to your 'Classes'. Edit the Class that you want to assign the ToDo template to and choose from your drop down list.


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    Assign ToDo List to a Ticket


    You can assign a ToDo template to a ticket by choosing from your list of ToDo's on ticket creation as well as on the ticket detail page.


    Ticket Creation:

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    Ticket Detail Page:

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