---
title: "System Settings: Templates"
url: "https://help.psarev.io/en/article/system-settings-macros"
language: "en"
last_updated: "2026-10-21T20:15:28.568Z"
---

# System Settings: Templates

The *Templates* category on the **System Settings** screen allows you to configure various templates that can populate fields on certain screens with standardized field descriptions. For example, when creating a ticket, you can apply a new ticket template to populate the ticket fields with several specific options.

## New Ticket Templates

The *New Ticket Templates* section allows you to define values that can be applied when creating a new ticket. See the [Add/Edit New Ticket Templates](https://help.psarev.io/en/article/add-edit-new-ticket-macros) article for more information on configuring new ticket templates.

![](https://cdn-assets.productfruits.com/d836d77c-ef7f-4010-8476-c87282d0253c)

Each field in the *New Ticket Templates* section is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Active** | *A checkmark indicates that the template is active in your instance.* |
| **Template Name** | *Name of the template.* |
| **Description** | *Description for the ticket created using the template.* |
| **Status** | *Status for the ticket created using the template.* |
| **Type** | *Type for the ticket created using the template.* |
| **Priority** | *Priority for the ticket created using the template.* |
| **Severity** | *Severity for the ticket created using the template.* |
| **User Group** | *User group for the ticket created using the template.* |
| **Primary Tech Assigned** | *Primary tech assigned to the ticket created using the template.* |
| **Associated Techs** | *Additional techs associated with the ticket created using the template.* |

## Ticket Activity Templates

The *Ticket Activity Templates* section allows you to define standard activity notes that can be applied to an existing ticket. See the [Add/Edit Ticket Activity Templates](https://help.psarev.io/en/article/add-edit-ticket-activity-macros) article for more information on configuring ticket activity templates.

![](https://cdn-assets.productfruits.com/6319eba8-0b06-47b3-acfc-800f18bcb2bc)

Each field in the *Ticket Activity Templates* section is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Active** | *A checkmark indicates that the template is active in your instance.* |
| **Template Name** | *Name of the template.* |
| **Status** | *Status applied to the ticket when the template is used.* |
| **Type** | *Type applied to the ticket when the template is used.* |
| **Severity** | *Severity applied to the ticket when the template is used.* |
| **Primary Tech** | *Primary tech assigned to the ticket when the template is used.* |
| **Associated Techs** | *Additional techs associated with the ticket when the template is used.* |
| **Activity Note** | *Activity note added to the ticket when the template is used.* |

These actions are available on the *Tickets* tab.

-   Expand or collapse a section by clicking the section name.
-   Add a new ticket template by clicking the **Add New Ticket Template** button in the *New Ticket Templates* section. See the [Add/Edit New Ticket Templates](https://help.psarev.io/en/article/add-edit-new-ticket-macros) article for more information.
-   Add a ticket activity template by clicking the **Add Ticket Activity Template** button in the *Ticket Activity Templates* section. See the [Add/Edit Ticket Activity Templates](https://help.psarev.io/en/article/add-edit-ticket-activity-macros) article for more information.
-   Search the templates in either section by selecting a column from the dropdown and entering text in the **Search** field.
-   Filter the templates in either section by clicking the **Filter** button.
-   Sort the results in either section by clicking the column label in the table header.
-   Change the status of the template by clicking to place or remove a checkmark in the **Active** column. **NOTE:** The **Status** column on this screen applies to the **Status** of tickets created or updated using the template and not the template itself.
-   Edit the template by clicking the ellipsis at the end of the row and selecting **Edit** from the menu. See the [Add/Edit New Ticket Templates](https://help.psarev.io/en/article/add-edit-new-ticket-macros) or [Add/Edit Ticket Activity Templates](https://help.psarev.io/en/article/add-edit-ticket-activity-macros) article for more information.
-   Delete a template by clicking the ellipsis at the end of the row and selecting **Delete** from the menu.

For more information about the other categories on the System Settings screen, see the following article.

[System Settings Overview](https://help.psarev.io/en/article/system-settings-overview)