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Create a task from an incident, problem, or change

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Create a task from an incident, problem, or change

You can create project tasks from an incident, problem, or change request.

Before you begin

Role required: it_project_manager
Note: In previous releases, the it_project_manager role was named project_manager.

Procedure

  1. Navigate to the Incident, Problem, or Change Request form.
  2. Configure the form to add Project Task > Parent if the related list is not already present.
  3. In the Projects related list, click New.
  4. Fill in the project form.

    The project task becomes a child task of the incident, problem, or change record.

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