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</style><p><strong><span style="font-size: 11pt;">In this guide we will cover:</span></strong></p><p><span style="font-size: 11pt;"><strong>- How to create a new Project Template</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to add To-Do Lists and Tasks to a Project Template</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to add Child Tickets (Project Tasks) to a Project Template</strong></span></p><p><span style="font-size: 11pt;"><strong>- Adding Creation Rules to Child Templates</strong></span></p><p><span style="font-size: 11pt;"><strong>- Setting The Child Template to a Read Only State Before Creation</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to apply a Project Template to an existing Project</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to apply a Project Template to a new Project</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to create a Project Template from the new Project creation screen</strong></span></p><p><strong><span style="font-size: 11pt;">- Linking Articles to a Project Template</span></strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/1829/" rel="noopener noreferrer" target="_blank"><strong>Templates</strong></a></li><li><a href="https://usehalo.com/haloitsm/guides/2055/" rel="noopener noreferrer" target="_blank"><strong>Ticket Types</strong></a> </li></ul><p><br></p><p id="isPasted">Project Templates allow you to easily apply default values to a project in Halo. This includes field values, To-Do Lists and Child Tickets (Project Tasks)In this guide we will cover how to create and apply project templates, for information on creating the project itself checkout <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2028" data-pasted="true">Creating Projects.</a></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating a new Project Template<br></span></strong></p><p>You can create these templates by going to Configuration > Tickets > Templates > New</p><p><br></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ3MzhhZjRiLTllMzItNDEzZC05OTcwLWRlNGYzNzlhOTVhNyJ9.SppLDcLyS24p0I5CXBVVXPiGPsoqF_V2BAEWkPmbL4I" class="fr-fic fr-fil fr-dib" width="1179" style="width: 1181px; height: 364.241px;" height="364">Fig 1. Creating a new Ticket Template</span></strong></p><p> </p><p>The 'Group' presented in <strong>Fig 1</strong> is used as a means of grouping different Ticket templates - over time the list of templates will grow to be rather large & will compose of various types of work (Projects, Requests etc.) so it is advised that you group these templates accordingly.</p><p><br></p><p><em><strong>Note: </strong></em><em><strong><em>New template groups can be created via Configuration > Advanced Settings > Lookup Codes, then adding to the entity 'Auto Request Groups', all that is required is the name of the new group when adding to the list.</em></strong></em></p><p><br></p><p><em><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjNzM3N2E3LTBjZjMtNGMzNy05OTg1LWMwZmEwZWFkM2ZiMCJ9.L8FEVQ73BOLawht3Ai2bEDKe41wK1bo6vA-yl8Cdg_k" class="fr-fic fr-fil fr-dib" width="390" height="190"></em></p><p><strong><span style="font-size: 10pt;">Fig 2. Creating new Ticket Template Groups</span></strong></p><p><br></p><p>You will need to set the Ticket Type under Values to be the same as your Project Ticket Type. <strong>It is important to make sure it is a Ticket Type that is ITIL Type: Project and Project Hierarchy: Project, or else this will not be a project template. </strong>You can further configure all the defaults for this Project Template under the values tab. </p><p><br></p><p><strong><span style="font-size: 14pt;">Adding To-do Lists and tasks</span></strong></p><p>Under the To-Do List tabs, you can create a new To-Do list by selecting the “Add an Ad-Hoc To-Do Item” and typing in the name of the new Task & clicking save. You can also create To-Do List Groups which are better explained in <a href="https://usehalo.com/haloitsm/guides/2028/" rel="noopener noreferrer" target="_blank"><strong>Creating Projects</strong></a>. To-Do Items can also be restricted to certain customers if you add them to the customers table on the below modal window.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzYjE5NWYzLTIxNTctNDczYy04NGFjLWYxMmE2NzE3MTE4OSJ9.rhlz-pTc_OEMkVXHeGGQZL-hNRFFXyRRXhxJmaVjQ44" class="fr-fic fr-fil fr-dib" width="692" height="400"></p><p><strong><span style="font-size: 10pt;">Fig 3. Add/Edit To-Do Item</span></strong></p><p><br></p><p>Alternatively, you can copy another Templates' To-Do List by selecting the “Add a To-Do List from a template” and selecting the template you would like to copy.</p><p><br></p><p><strong><span style="font-size: 14pt;">Add Child Tickets (Project Tasks) to a Project Template</span></strong></p><p>The last tab is to create Child Tickets (Project Tasks) that will automatically be created upon raising a Project with this template applied. You can do this by clicking on the add button and adding an existing Child Template or creating a new Child Template.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhYjk3NGUyLTJmYTYtNDBjYy1iYWNkLTIzMTQ4NDQ5ZjFjOSJ9.BEBh-s5PwUkUR2z9v4Vedvge4Hw4ZVeDj2uMHfzS6gQ" class="fr-fic fr-fil fr-dib" width="663" height="318"></p><p><strong><span style="font-size: 10pt;">Fig 4. Add Child Template Screen</span></strong></p><p><br></p><p>After creating the child template it will populate in the table, from here we can click in to edit the child template, or we can add creation rules (rules to decide what will make the child template create):</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2MmZmY2UxLTk1YmEtNGI0MC04NzVmLWQyMzk0ODdiNzQxMiJ9.yN5cEVLV_vpHAbo1lBo3SvqUBRu5xRvv67CFgi9lnP0" class="fr-fic fr-fil fr-dib" width="1119" height="139"></p><p><strong><span style="font-size: 10pt;">Fig 5. Child Template Added to The Table</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Adding Creation Rules to Child Templates</span></strong></p><p>Clicking into the "Rules" add button, we can configure the rule which will allow this child template to create. When "Create after closing another child" is selected, there will be an option to select the task that needs to be completed for the next one to open. You can also have a read only option, which is explained further down this guide.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI1MjQ2YmM1LWFkMDUtNGNlNy04NzI3LTU1MjAyMTljODc5YyJ9.97y-Fyy0C9yWEaw5kK9zwmIZ4VjPwt3nP2_mMLHLA-4" class="fr-fic fr-fil fr-dib" width="682" height="682"></p><p><strong><span style="font-size: 10pt;">Fig 6. Creation Rules</span></strong></p><p><br></p><p>These creation rules are self explanatory in terms when the child ticket will be created. However, we have a dedicated guide on using the 'Create when a drop down custom field is selected (Multi Select)' rule <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2368/" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>. </p><p><br></p><p>The other option is clicking edit on the child template, this will give the options for configuring the child template (the same options as the parent template).</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ2MDIzZTQwLWM5ZGEtNGY3OS1hMzUzLWZmYWY1ZGE1MzgyNSJ9.vjW6_FDJZcUtP2ZpYT0f41afI8TLEnLbYksWWNlNPf4" class="fr-fic fr-fil fr-dib" width="941" height="464"></p><p><strong><span style="font-size: 10pt;">Fig 7. Child Template Configuration</span></strong></p><p><br></p><p><strong style="box-sizing: inherit; font-weight: bolder; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted"><span style="font-size: 14pt;">Setting The Child Template to a Read Only State Before Creation</span></strong></p><p>After clicking edit on a child template, there will be a option for "Create in a read-only state" under the values tab, when this is enabled, no actions will be available until all Unlock rules have been met. Unlock rules are configured in the rules section of the table. The idea is that you can make future tasks read only until they have been unlocked, the unlock having to a meet the condition of the current task being completed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJmODlhZGZkLTMzNzgtNDVkZS04NjdmLWY2OTE1YjFmOTkwMSJ9.029Vn0Zvt7y40H-hePvKuUoDWtTppXyXVMCCqLqEnxs" class="fr-fic fr-fil fr-dib" width="610" height="424"></p><p><strong><span style="font-size: 10pt;">Fig 8. Adding a Child Template and Setting it to a Read Only State</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyMWIwYTQ1LTFkZGMtNDA3ZS05MjY5LWNjMGMwZGM3YTkxZCJ9.ce3A_oo3tOljNi0c93HnOe3aSR6uFr4YJChV1O2lGpk" class="fr-fic fr-fil fr-dib" width="656" height="715"></p><p><strong><span style="font-size: 10pt;">Fig 9. Setting the Unlock Rule</span></strong></p><p><br></p><p>I have now added the unlock rule. So to recap I created two child templates "Assess Existing Hardware and Software" and "Deploy New Hardware". The Deploy template was set to read only and then I made sure to <strong>SAVE the table so that it updates. </strong>After saving it, I can then add the unlock rule to the deployment template which states that the hardware must be assessed before the deployment task is unlocked. You could set multiple rules such as having a specific custom field populated, i.e. if the custom field on the project has a single select field that can be populated with "New Hardware Required" then we could set this dropdown being selected as a creation rule of type unlock rule.</p><p><br></p><p>Alternatively, you can change the Ticket Template entity to 'Child Template' from the template list screen:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmMzI0Y2NjLTFmOTEtNDA4ZS04ODFkLTAzYzg3ZjIzMTkyYSJ9.NMzTKeWLBgaYkJpFeu8LQbZxRCdRAq0o07JK08miesw" class="fr-fic fr-fil fr-dib" width="364" height="165"></p><p><strong><span style="font-size: 10pt;">Fig 10. Ticket Template Entity Selection</span></strong></p><p><br></p><p><strong style="box-sizing: inherit; font-weight: bolder; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted"><span style="font-size: 14pt;">How to apply a Project Template to an existing Project</span></strong></p><p>To apply the new template to an existing Project, you can go to the three dots in the top RHS and click on Apply a Template.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQyZmNmNDE2LTU0NjgtNDQ5MC1hODAyLWUwZTE5MDU3ZGJhMSJ9.bkvs_m_9xRi1pTpOuIxSvT432oni1x6MP76qmNzkDEs" class="fr-fic fr-fil fr-dib" width="1175" style="width: 1177px; height: 601.381px;" height="601"></p><p><strong><span style="font-size: 10pt;">Fig 11. Apply a Template</span></strong></p><p><br></p><p><strong style="box-sizing: inherit; font-weight: bolder; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted"><span style="font-size: 14pt;">How to apply a Project Template to a new Project/</span></strong><strong style="box-sizing: inherit; font-weight: bolder; color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14.6667px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14pt;">How to create a Project Template from the new Project creation screen</span></strong></p><p>To apply a Project Template to a new Project, you can click 'Apply Template' on the new Project screen.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg4NmZkNDRiLWM3ODItNDc3Mi1iNDRhLTMzYjFhMzcwYzZmYiJ9.lLPcuSQDEHxMfNZfBdq3CMnBXR8pg29om8W6EQhESTM" class="fr-fic fr-fil fr-dib" width="1173" style="width: 1175px; height: 632.292px;" height="632"></p><p><strong><span style="font-size: 10pt;">Fig 12. Applying a Ticket Template via the new Ticket Screen</span></strong></p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4ZjAzM2Q3LWRjOTYtNGZiNC1iMjc5LTdmYTI4NmYwMzI0ZiJ9.LPeicsv4RuJGy0uEC5AW_kJl4cOJ3JMp6q7Vtmdpdt4" class="fr-fic fr-fil fr-dib" width="905" height="848"></strong></p><p><strong><span style="font-size: 10pt;">Fig 13. Creating a Template From The New Creation Screen</span></strong></p><p><br></p><p>Then applying the template I created by saving the template from this above new ticket screen it will inherit things like the target date, the priority, the agent (<a href="https://usehalo.com/haloitsm/guides/2050/" id="isPasted" rel="noopener noreferrer" target="_blank"><strong>Distributing Tickets: Intelligent Routing</strong></a>).</p><p><br></p><p><strong><em>Note: The Budget Table and the emails were not carried through, these would likely be different for other projects anyways.</em></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU1MTQwNTc1LTYyNWMtNDQzMS1hNjY1LWEwYTU2YTliMmVjNCJ9.l7w9j8JpQ4Th8ncf-DaFMKr9itevh5BV8yaLobCuo3Q" class="fr-fic fr-fil fr-dib" width="157" height="66"></p><p><strong><span style="font-size: 10pt;">Fig 14. Option Appears To Clear The Template If One Is Applied</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Linking Articles to a Project Template</span></strong></p><p>Another valid point to make about creating child tasks is that we may want to add an article.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjVjMTJjMzcwLWU2YTItNDkxZS1hYzFlLTVlMGFkZjI4MmRhMCJ9.NHNsL4ZOEu2_oRQJuHJHjyLtSePso3YWArFCCulyIrI" class="fr-fic fr-fil fr-dib" width="679" height="592"></p><p><strong><span style="font-size: 10pt;">Fig 15. Linking a Knowledge Base Article To The Template</span></strong></p><p><br></p><p>A Knowledge Base Article can be added to the template, for example an article called "Generic Hardware Assessment Procedures" could be linked to this project task for engineers to use.</p><p><br></p>
