Organize request types into groups

You can group request types to make it easier for customers to find what they need. You need more than one group for groups to appear in the customer portal.

You must be a project administrator to organize request types.

To organize request types:

  1. From your service desk project, go to Project settings () > Request types.

  2. Choose the group you want to add request types to, or select +Add group to create a new group.

  3. Enter the request details and click Create request type, to add a new request type or click Add existing request type to add an existing request type. You can add a request type to more than one group.

  4. Drag and drop request types to rearrange them in your groups.

  5. Drag and drop groups to re-arrange them in your portal.

Are you on the right help page?

If the image in the lower-left of your service desk sidebar states you're in a next-gen project, check out these next-gen project articles instead.

Learn more about the difference between classic and next-gen projects.

 

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