Creating custom fields in your ticket, problem, change, and release task form

Freshservice makes it easy for you to stay on top of activities in your service desk by letting you create tasks with respect to every ticket, problem, change, and release. You can break down large work into smaller chunks by creating tasks and assign them cross-functionally to drive work

The task form in the ticket/problem/change/release includes a bunch of fields like title, note, group, assign to, status, notify before, and due date by default. However, you can customize the task form to contain fields specific to your business type or support process. 

Please navigate to Admin → Service Management → Service Desk Settings → Field Manager

Let’s configure Ticket’s Task Fields. Similarly, you can do that for the Problem, Change, and Release task fields.

This section contains custom fields along with the default fields. 

Use the drag-and-drop fields to insert custom fields into your ticket task form.

What are the different types of custom fields available?    

Freshservice has different kinds of task fields that let you capture various types and levels of information.

Understanding field properties

In addition to adding new fields and rearranging them, you can also define the properties of each field in your ticket task form. You can use field properties to control what your agents see in the task form and to manage your workflows better in your helpdesk.

Here are a bunch of things you can do with your fields. 

Similarly, you can configure the form fields for the Problem, Change, and Release tasks.