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How can i create standart template in description field on service management project

Gabriel Mercer April 25, 2023

I need all tasks that are created to have some information by default in the description field, such as:

Context:

Tools:

2 answers

2 accepted

3 votes
Answer accepted
John Funk
Community Leader
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April 25, 2023

Hi Gabriel,

You should create a new custom field of Paragraph (multi-line) text type.

Then edit the Default Value for the field to put in your “template”.

Then create an automation rule to cope the value of the new custom field into the Description field when the custom field is updated.

2 votes
Answer accepted
Jack Brickey
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
April 25, 2023

Hi @Gabriel Mercer ,

you would/could not do that within the Description field. Rather, you would/could use custom fields and/or Forms to gather the desired data. You have the option to make each individual bit of data required if desired. Does this make sense?

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