Adding Quick Picks

Steps

An Email Distribution List and Organization/Group Restrictions can be added to a Quick Pick (from the Edit screen) only after it is saved.

1

Go to Administration > Quick Pick > Add.

2

Enter a name that helps permitted users easily determine when to select this Quick Pick.

3

(Optional) If you want only users with Can view and select from Private Quick Picks when submitting issues permissions to see this Quick Pick, select Private.

4

(Optional) Enter the Subject.

5

(Optional) Enter the Description.

6

Select the Issue Type.

7

Select/Enter any other appropriate field values or information.

8

(Optional) Use the Task Manager to add any relevant Tasks.

9

(Optional) Select Include Attachment(s) if you need to add supporting documents.

10

Click Save.

The message Quick Pick #XXXXX was added successfully will display when the save is complete.

If you selected Include Attachment(s), the Attachments screen will open. From there, click Browse to locate your file(s), then click Save after you have located the necessary file(s).


Applies To:

Issuetrak 9.9+