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November 11th, 2014, 11:41 AM
@Johnny
 
Posts: 7
Hello all

Is there a way to create a working template. Example, when cleaning an infected computer I have certain steps I take. When creating a ticket I have to type this in every time. is there a template I can create that will have all of the steps I perform automatically. The only thing I would need to do is select the number of billable/non-billable hours.
Thanks in advance
 
November 11th, 2014, 11:45 AM
Support Team
 
Posts: 7,514
Thank you for asking.

It looks like the new To-do Lists feature is exactly what you're after! Especially when using it with To-do lists templates. Give it a try.
 
November 11th, 2014, 12:06 PM
@Johnny
 
Posts: 7
Thanks for the quick response.
Where would I go to create a To Do List?
I do not have a to do list tab under the account
 
November 11th, 2014, 12:25 PM
Support Team
 
Posts: 7,514
This is a new feature introduced in version 8. What version do you have installed? In case 8 then please try to visit 'Tab Management' Window and verify that it is selected to show.
 
November 11th, 2014, 12:35 PM
@Johnny
 
Posts: 7
I'm still on version 6
 
November 11th, 2014, 01:13 PM
Support Team
 
Posts: 7,514
That's explains it then... You should consider an upgrade. Please drop us an email to discuss this at Support@... thanks.
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