Setting up work task templates

Use your work task templates to specify the task details that are applied when work tasks are created for a reservation. The application contains several main reservation request classifications: meeting space, workspace, asset, and vehicle. For each request class, define the service plan. Then, for each service plan, define the work task templates.

1. Select Tools > Administration > Classifications.
2. In the classification hierarchy, select Request Class > Reservations.
3. Open the reservation request class.
4. Open the service plan.
5. Add or edit the work task template.
6. Specify the details.
7. Save the template.