This documentation supports the 22.1 version of BMC Helix ITSM: Change Management.To view an earlier version, select the version from the Product version menu.

Creating activity templates

You can simplify the process of creating activities by creating activity templates for release coordinators. 


To configure classification settings

The values that you specify in an activity template's Classification tab are used to add information to the General and Classification tabs in the Activity form. The Classification tab is used to locate the activity and display the priority of the activity.

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  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Activity System > Template > Template, and then click Open. 
  3. On the Activity Template form, in the Template Name field, enter a name for the template.
  4. In the Status field, select an appropriate status level for this template.
  5. In the Summary field, enter a brief description of the activity.
    This information is entered into the Summary field on the Activity form.
  6. Click the Classification tab.
  7. In the Notes field, enter a detailed description of the activity.
  8. In the Priority field, select a priority according to the urgency of the activity (for example, Medium).
  9. In the Company field, select the name of the company for this activity.
  10. In the Region field, select the area of the company.
  11. In the Site Group field, select the city of the company.
  12. In the Site field, select the location of the company for this activity.
  13. Click Save.


To configure assignment settings

The values that you configure in an activity template's Assignment tab are used to add information to the Activity Assignee fields in the Assignment tab of the Activity form. Configure the support company, organization, and group that the activity will be assigned to.

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Activity System > Template > Template.
  3. In the Activity Template form, click the Assignment tab.
  4. Specify the activity coordinator settings as follows:
    1. In the Support Company field, select the company that the activity is assigned to.
    2. In the Support Organization field, select an organization.
    3. In the Support Group Name field, select a group.
  5. Click Save.


To configure task template settings

The Task Templates tab specifies which tasks and task groups you can include with this template. This functionality is especially useful for routine tasks typically included with activities (for example, training or setting up classrooms).

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Activity System > Template > Template, and then click Open.
  3. In the Activity Template form, click the Task Templates tab.
    The tab displays tasks and task groups related to the template, along with any child tasks of the selected task group.
    • Select a task and then click View to display the tasks that are already added to the template.
    • Select a task and then click Remove to remove the tasks from the template.
    • Select a child task and then click View to display it.
  4. Select a request type (for example, Task Template).
  5. Click Relate to open the Template Selection form.
  6. Select a task or task group, and then click Relate.
    The task or task group is added to the template. 
  7. (Optional) Click View to display the task or task group, or you can click Remove to remove it.
  8. Click View Flow to see a read-only view of the task and task group that is related to the template.
  9. Close the dialog box.
  10. Click Save.