- Click the gear icon in the left-hand navigation
- Click Request Types
- To edit a default or existing Request Type, you can click on the name of it.
- To create a new Request Type, click Add New.
Either option you choose will take you to the same window
- Change or enter the title of the Request Type to whatever you like
- Enter a description of the Request Type, if desired. This is optional.
- Toggle on Allow Due Date, if desired.
- Leave the Active option togged on.
- Click Save.
The Allow Due Date option allows an agent to choose a due date for the completion of a task or procedure. This can be done for any Request Type, although we recommend doing this only for “Change Request” and “Task” types. It’s difficult to know when a Problem or Incident might be resolved, so having a due date set for those types of issues may not be useful.
