1. Log in to Service Now and under “Incident” on the left, click “Create New”.
2. You can start customizing your template by entering the stuff you want to always be applied when you apply the template to a ticket, for example your signature under "Additional Comments"
The sample template below is meant to be used when one first responds to a ticket, so under “Additional comments“ I entered a greeting, my name, title, hours, etc...
I also changed the "Contact type" to "Email", the “Status” to “Follow Up Scheduled” and added my "Assignment group" and my name under "Assigned to"
3. When you are ready to save your template check at the bottom of your screen and see if the "Template Bar" is visible. If not, click on the three dots on the upper right hand corner of your screen and Select > Toggle Template Bar
4. Next at the template bar at the bottom, click the plus sign to add your new template.
5. At the new screen be sure to
- Giver your template a descriptive name under "Name".
- Get rid of any fields you don't want to atomatically change with this template such as the "Impact" or "Time Worked" fields.
- If you need to add anything else to the template choose from the available fields under "Choose Field". Also, please note that If you are typing something longer than 5 or 6 lines, some fields like the "Additional Comments" field can be expanded on the lower right hand corner-- so you can see more of what you are typing.
- If you want to share your template with your group, you can enter the group name here.
- Once you are ready, click "Save" to save your template.
To Apply your template to a new ticket,
- Open a new ticket, then click on the three dots at the Template Bar at the bottom
- Enter any part of your template name under the filter field
- Select your template from the list. Please note that you may need to double click on it to apply it.