Documentation is now available for the Fall 2020 Update release!

Managing Tasks

Describes how to configure, create, and manage tasks.

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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:

  1. From All Clients, select the client.
  2. Go to Setup > Service Desk > Configuration section > Settings.
  3. Click the Tasks tab, configure the required properties in the TASKS SETTINGS page.
  4. 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 via the Service Desk.

To create a new Task on Service Desk:

  1. From the options in the drop-down menu, click Service Desk.
  2. Click Add in the top right and then click Task.
  3. From New Task, provide the required details and click Create.

Supported fields

Task Field Descriptions
Field nameDescription
PartnerSelect the Partner.
ClientSelect the Client.
ProjectSelect the Project.
SubjectTitle or short summary of Task.
DescriptionInformation required to describe Task. This can include details of the task, steps to execute the task, etc.
Attach fileArtifacts required to support Task.

Supported file types: `.txt`, `.jpg`, `.zip`, `.docx`, `.odt`, `.odg` and `.xlsx`. File size limit: 32 MB

Requested ByUser who requests Task.
Assignee GroupUser group that can act on Task.
Assign toUser responsible for working on Task.
ResourcesResources for which Task is created.
PriorityMeasure of how soon Task needs to be executed.
Estimated HoursEstimated time duration in minutes for completion of Task.
ArticlesKB articles that refer to similar Tasks in the past.

Editing tasks

To edit a task:

  1. From the options in the drop-down menu, click Service Desk.
  2. Click on a task.
  3. Click Edit and edit the required fields.

To edit multiple tasks:

  1. From the options in the drop-down menu, click Service Desk.
  2. Click Bulk Update button and select the number of entities to be edited.
  3. Select Apply Actions option.
  4. 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:

  1. From the options in the drop-down menu, click Setup.
  2. On the Service Desk panel, click Auto Close Policies.
  3. From AUTO CLOSE POLICIES, select the client and click Auto Close Tasks.
  4. 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
  5. Click Submit. Auto-Close Policy is added.
Autoclose Policy Task

Autoclose Policy Task

Viewing tasks

Task details page provides the following attributes.

View Task Tab Descriptions
TabsDescription
ConversationsComments added by assignee or creator which can be viewed by all users in assignee group.
Activity LogUser activities on Task.
ResourcesResources for which Task is created.
NotesUseful information or hint for Task execution. Viewed by all users of assignee group.
To DoInformation recorded by a user for self-reference. Viewed by a single user.
PropertiesTask details.
Status FlowThe workflow representation that shows the status changes of Task.
ArticlesKB articles that refer to similar Tasks in the past.
Integration LogDetails 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:

  1. Go to Setup > Service Desk > Automation > Scheduled Tasks.
  2. Click + to create a new scheduled task.
  3. ADD SCHEDULED TASK, provide the required information and click Next.
  4. Provide the schedule details of the task and click Preview.
  5. 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.

List of Scheduled Tasks

List of Scheduled Tasks