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</style><p><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- How to Bulk Edit Child Tickets</strong></span></p><p><span style="font-size: 11pt;"><strong>- View Important Actions on the Project</strong></span></p><p><span style="font-size: 11pt;"><strong>- Marking Actions as Read/Unread</strong></span></p><p><span style="font-size: 11pt;"><strong>- Including Child Tickets on Column Profiles</strong></span></p><p><br></p><p><br></p><p><span style="font-size: 11pt;">Within Halo, there is now the ability to bulk update child tickets form within the main project ticket. This allows you to update all tasks at once, saving you time and allowing visualisation of all updates made, directly from the project ticket.</span></p><p><br></p><p><span style="font-size: 11pt;"><span style="font-size: 14pt;" id="isPasted"><strong>How to Bulk Edit Child Tickets</strong></span></span></p><p><span style="font-size: 11pt;">When viewing project child tickets on the parent ticket when the view is set to 'Table View', there is now an option 'Edit Child Ticket Values' in the menu dropdown. This will allow editing of certain fields. The current fields that are supported are:</span></p><p><span style="font-size: 11pt;"><br></span></p><ul><li style="font-size: 11pt;">Summary</li><li style="font-size: 11pt;">Agent</li><li style="font-size: 11pt;">Additional Agents</li><li style="font-size: 11pt;">Status</li><li style="font-size: 11pt;">Start Date</li><li style="font-size: 11pt;">Target Date</li><li style="font-size: 11pt;">Budget Type</li><li style="font-size: 11pt;">Milestones</li><li style="font-size: 11pt;">Time Budget</li></ul><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJkMGE4OGQ3LTRiMDUtNDExMC05NzhlLTg3ZmFkMDI5NDA3NCJ9.GcWokS8OFBgp3lvk0JXUdhoZxbeAHNH2NJjGbqhkoHo" class="fr-fic fr-fil fr-dib" width="416" style="width: 416px; height: 260.076px;" height="260.076"></p><p><strong>Fig 1. Edit Child Ticket Values option</strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFkZGIwN2UzLTUwODItNGQxMy04ZDNkLTEzY2Y3NmUyZTRlOSJ9.Us_UPW2lkQ-Fxr_c-iiE5K9FPonNv7xHd8zxpfLTUyk" class="fr-fic fr-fil fr-dib" width="778" style="width: 778px; height: 257.19px;" height="257.19"></p><p><strong>Fig 2. Editing screen</strong></p><p><br></p><p><span style="font-size: 11pt;">Make changes as necessary and then save in the top left corner. </span></p><p><br></p><p><span style="font-size: 14pt;"><strong>View Important Actions on the Project</strong></span></p><p><span style="font-size: 11pt;">In addition to this, there is also an ability to visualise all email actions and actions marked as important from within the main project. The following setting must be applied from within Configuration > Project Management.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc3NGZlZTMzLTAwODUtNDdkYi04NDVmLWVhNDRiMTZjNTYzYyJ9.S9IVk0qhjq_ic7GQEAmwZbagHAwKYo6xCHRgGACr1Jc" class="fr-fic fr-fil fr-dib" width="520" height="197"></p><p><strong>Fig 3. Selecting to view important actions</strong></p><p><br></p><p><span style="font-size: 11pt;">There is the option to show only the important actions within the tab. To make an action important you must do the following:</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5MmIyYjQ3LTljYjEtNDZjNS1hNTk3LWYxODRkZjI4ODljMyJ9.9nkXUOqSGWBzmIudJ0U9-AWShYrTsHIiv59zeNQTa-w" class="fr-fic fr-fil fr-dib" width="764" height="615"></p><p><strong>Fig 4. Show the "Mark as Important" option on a ticket action</strong></p><p><br></p><p><span style="font-size: 11pt;">If the emailed actions are also set to show within the new tab, the actions must actually be sent as an email to show in within the tab.</span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">To mark an action as important when on the new action screen, you must click on the following symbol:</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY2ZDQ2ZDFkLWI2MTgtNDBhMi1iNDA3LTdhZmZlMDljYzI0ZiJ9.Txr_NCfArltFFm9bdXP0amcIgcGXb4aibU8yy3OdmE0" class="fr-fic fr-fil fr-dib" width="992" style="width: 994px; height: 643.688px;" height="644"></p><p><strong>Fig 5. How to select an action as important</strong></p><p><br></p><p><span style="font-size: 11pt;">The tab will display within the project ticket:</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlODY5NTZhLTgxZDgtNGY0Ny04MjdjLWI2ZDBjNzkwZWE2MiJ9.9wiBqAATPRiwWTKtnUQ-fxIDJYgc-DDhzleH1wQ07jE" class="fr-fic fr-fil fr-dib" width="980" style="width: 982px; height: 639.889px;" height="640"></p><p><strong><span style="font-size: 10pt;">Fig 6. An action marked as important versus one that is not</span></strong></p><p><br></p><p><span style="font-size: 14pt;"><strong>Marking Actions as Read/Unread</strong></span></p><p><span style="font-size: 11pt;">From the Child Notes tab, you can mark actions as read or unread.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhOWRkZGUwLTkzZGYtNDdhMC04ZTc0LTk5ZWJhN2MyOGFlZiJ9.NN0JW_wrvw1MOTstkkj8KlRS9O-ZMRned0hRD0NtBKw" class="fr-fic fr-fil fr-dib" width="326" height="293"></p><p><strong>Fig 7. Marking an action as read or unread</strong></p> <p><br></p><p><span style="font-size: 11pt;">After marking an action as read, the sidebar will disappear from the action.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1ODIzZmYzLTk4OGEtNDEyNS04NDI4LTNlZDA2OGUxYzU3NSJ9.LcWlhnWP3mgj1XfWQrksHEPe92yN8NoRhEGj_J1zR6w" class="fr-fic fr-fil fr-dib" width="978" style="width: 980px; height: 486.066px;" height="486"></p><p><strong>Fig 8. Sidebar disappearing when an action is marked as read</strong></p><p><br></p><p><span style="font-size: 11pt;">Alternatively actions marked as read will have the sidebar appear next to them.</span></p><p><br></p><p><span style="font-size: 14pt;"><strong>Including Child Tickets on Column Profiles<br></strong></span></p><p><span style="font-size: 11pt;">When editing/creating column profiles, there is an option to include child tickets as a dropdown per ticket, this allows you to click into child tickets from the ticket list, to begin configuring this you will need to hover over the ellipse on the right of the ticket list and click "Edit Columns".</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE2MTRiMjVhLWFiNGUtNGViMC04Y2I5LTk3ZTNlYmJiMTZmMyJ9.qBMT2PXtjabPmRR_euUDsjDpff_f_F7Hpd1Ml2ZcsT4" class="fr-fic fr-fil fr-dib" style="width: 986px; height: 186.254px;" width="984" height="186"></p><p><strong>Fig 9. How to Edit Column profile on a project list</strong></p><p><br></p><p><span style="font-size: 11pt;">Then choose your desired profile you would like to add this to and click into the miscellaneous dropdown.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRjOTRjZWFkLTM1MzktNGViNS1hYWNkLTdhZGU2ZmUxZDczNyJ9.08b2FYlCpQ5NZAV36NwQdChE38q1WiCCfmQbKX5NZN0" class="fr-fic fr-fil fr-dib"></p><p><strong>Fig 10. Include Children setting on a column profile</strong></p> <p><br></p><p><span style="font-size: 11pt;">Then enable the checkbox "Include Children". After saving the column profile, the following view will be shown when this setting is enabled.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUzMDc3ZTEwLTllN2EtNDM2OC05MDU3LWZmYmE5OTgyYWJlZSJ9.AvLx20HkfcmlJDRFmF2T4LxtTR4u3EV-QaH8FpwP9kQ" class="fr-fic fr-fil fr-dib" style="width: 985px; height: 287.875px;" width="983" height="288"></p><p><strong>Fig 11. Column profile that includes child tickets</strong></p><p><br></p><p><span style="font-size: 11pt;">Allowing the ability to click into the child tickets (in this case project tasks) from the main project list view.</span></p></div></div>
