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How to Create a Manual Activity Template

Bill Anderson|Last Updated: 8/15/2016

Applies To: System Center 2016 Technical Preview - Service Manager

Use the following procedures to create a manual activity template and then validate it. Manual activity templates help ensure that all manual activities are assigned to the person who is the activity implementer. After you create the manual activity template, you create a workflow that applies the template. For more information about how to create a workflow, see How to Configure Incident Workflows.

In the following procedure, you will create a manual activity template named "Set named user as the Activity Implementer". This manual activity template is used in the How to Configure Activity Management Workflows procedure.

To create a manual activity template

  1. In the Service Manager console, click Library.

  2. In the Library pane, click Templates.

  3. In the Tasks pane, in the Templates area, click Create Template.

  4. In the Create Template dialog box, in the Name box, type a name for the template. For example, type Set named users as the Activity Implementer.

  5. In the Description box, type a description for the template.

  6. Click Browse to choose a class.

  7. In the Choose Class dialog box, click Manual Activity, and then click OK.

  8. In the Create Template dialog box, under Management pack, select Service Manager Activity Management Configuration Library, and then click OK.

  9. In the Manual Activity Template form, on the General tab, click the ellipsis button (...) next to Activity Implementer, select a user, and then click OK.

To validate that the template was created

  • In the Templates view, verify that the new template was created. You might have to press F5 to make the new manual activity template appear.
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