Create a change task

You can create change tasks for a change request. A change task is a piece of work related to the change request. For example, there can be tasks to plan the change, implement the change, and test, and review the work.

Before you begin

Role required: itil or admin

About this task

Change tasks can be created manually or from a workflow. The Change Request form has a Change Tasks related list, which includes all manual and workflow change tasks. From this related list, you can edit existing tasks or create tasks. Workflow change tasks are generated automatically in Review task type.

Procedure

  1. Navigate to Change > Open.
  2. Select the change request to add a change task.
  3. In the Change Tasks related list, click New.
  4. Fill in the fields, as appropriate.
    Table 1. Change Task form
    Name Definition
    Configuration item The configuration item (CI) or service that the change task applies to.
    Planned start date The date you plan to begin working on the task.
    Planned end date The date the change task is planned to be completed.

    If the task type is Implementation, the Planned start date and Planned end date values must fall within the planned start and end dates specified in the change request.

    Type The type of change task, Planning, Implementation, Testing, or Review. The default workflow generates tasks in type Review.
    State The state of the change task:
    • Pending: Open and unassigned
    • Open: Open and unassigned
    • In progress: Open and actively being worked on
    • Closed: Inactive and closed. Requires close code and close notes to be provided.
    • Canceled
    On hold The On hold check box indicates whether the change task is on hold. Provide an On hold reason if a change task is placed on hold.
    Assignment group The group that the change task is assigned to.
    Assigned to The user that the change task is assigned to. If an assignment rule applies, the change task is automatically assigned to the appropriate user or group.
    Short description A summary of the task.
    Description A detailed description of the task.
  5. To enter work notes for the change task, click the Notes tab.
  6. To enter notes on why the task was closed, click the Closure Information tab.
  7. Click Submit.
    The change task is added to the change request. The assigned user receives a notification that a task was assigned to them.