Set up request types to get information from your customers

When creating a new project, we recommend our customer service management template which is designed to help you deliver great service experiences for your external customers. This template comes with the following editable request types:

• Licensing and billing questions

• Product trial questions

• Report a bug

• Suggest a new feature

• Suggest improvement

• Technical support

• Other questions

• Emailed request (hidden from portal)

If you’ve created a project using another template type, you can add or create new request types to suit your needs. You must be a project administrator to create or edit request types.

To create a request type:

1. From your service project, select Project settings, then Request management, then Request types.

2. Select Create request type.

3. Enter a name and description, and choose an icon and an issue type. Then select Next.

4. Choose a portal group, then select Create.