Categories

A category can be made hierarchical:

• by selecting a parent category using in first tab the field As child of

• by adding a new child category in tab ITIL Categories

ITIL categories

ITIL categories can be managed in dropdown setup Setup > Dropdowns > Ticket Categories.

ITIL categories are used by Tickets, Changes and Problems.

ITIL category

A person in charge and/or a technical group can be added to this category and will then be used for notifications.

A knowledge base category can also be associated to this category; this will register the solution in this category of the knowledge base.

In this example, if you have a ticket with the category "Hard disk failure" which is linked to the KB category "Failure > Computer", when you add a solution to the ticket with "Save to Knowledge base" set to "Yes", the default category in the new Knowledge base Article form that opens will be "Failure > Computer".

A category can be invisible in simplified interface, in order to reduce list of categories for end-users. It can also be made visible or not for incidents, demands, problems or changes.

A template can be associated with this category and will be loaded when this category is selected in ticket. This template can be different for demands and incidents.

When building a helpdesk, it is important to choose carefully the list of available categories: a too large number visible by end-users will make ticket creation less easy, whereas a too small number will not allow you to correctly qualify the demand.

Ticket categories allow to do automatic processing when creating a ticket, for instance modify ticket attributes; see Business rules for tickets.

Task categories

Task categories are used to sort task in order to ease their processing or to build meaningful statistics.