Process Documentation

[I-Netcs]

Can Ranger create a standardized process for tech's on a standard ticket?

i.e. Create a remote user VPN:
Step 1. create user
Step 2. create a group
Step 3. Assign the use to the group
Step 4. The the host side of the VPN:
Step 4a. Do this
Step 4b. Do that
Step 5. client side
Step 5a. Do this
Step 5b. do that

I played with activity template, no so much.
In Ticketing I played with template

Neither seemed very straight forward to me. It seems simply making notes maybe the simplest.

[Support Team]

Thank you for posting this.

Sure, you can streamline such processes by creating To-do Lists with a checklist.
To-do list can be saved as a template and then applied with one click and added under a Ticket.

In addition, you can use Ticket Templates that allow you to pre-fill the values in the fields that will be then populated in the ticket created based on the template.

To-dos can be added directly in the Ticket template too, so it'll be added to any new Ticket created based on the template.

Hope this helps!