View and edit a catalog task

Catalog tasks are used to source items and fulfill requests. You can view and edit catalog tasks from a request.

Before you begin

Role required: procurement_admin or procurement_user

About this task

If a request requires approval, a catalog task is created automatically when the request is approved. If a request does not require approval, a catalog task is created automatically when the request is created.

Note: If a request contains one requested item and the item has no model specified, a catalog task is not created automatically. If a request has multiple requested items and only some of them have a model specified, catalog tasks are created automatically, but only for the requested items with a model.

Procedure

  1. Navigate to Procurement > Requests > Tasks.
  2. Open a catalog task.
  3. Edit the fields as necessary.
    Table 1. Catalog task fields
    Field Description
    Number The unique number identifying the catalog task.
    Request The number of the request to which the catalog task is associated. The information in this field is derived from the Number field on the Request form.
    Request item The number of the requested item to which the catalog task is associated. The information in this field is derived from the Number field on the Requested Item form.
    Requested for The name of the person for whom the associated item was requested. The information in this field is derived from the Request or Request item field.
    Due date The date by which the catalog task should be completed.
    Configuration item The configuration item associated with the Request Item.
    Approval The status of catalog task approval: Not Yet Requested, Requested, Approved, or Rejected.
    State The current state of the catalog task: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, or Closed Skipped.
    Assignment group The group from which an individual is selected to complete the catalog task.
    Assigned to The individual assigned to complete the catalog task, selected from the Assignment group.
    Work notes list The list of users to receive email notifications when the work notes on the catalog task are updated.
    Short description A brief description of the catalog task.
    Description A detailed description of the catalog task.
    Work notes Information about how the catalog task is resolved.
    Additional comments Additional information about the catalog task that might be helpful for others to know. This is a customer-visible field.
  4. Click Update.