Create a standard change task template

You can create a change task template to add to a standard change proposal. If the standard change proposal is approved, the related change tasks are created when the standard change request is created.

Before you begin

Role required: itil or change_manager

Procedure

  1. Navigate to Standard Change > Open Proposals.
    Note: You can add standard change tasks to a standard change proposal only when the proposal is in a New state. Once you submit a standard change task for approval, you cannot add additional tasks.
  2. Click the Change Task Template tab and then click New.
  3. Enter values in the fields, as appropriate.
    Table 1. Change task template
    Field Description
    Name Specify a name for the change task.
    Std change proposal Displays the name of the standard change proposal for which you want to create the change task template.
    Order Specify the order in which change tasks are created in the change request.

    The Order field determines the order in which you add the change tasks to the change request when you select it from the Standard Change Catalog.

    Short description Specify a brief description of the change task template.
    Change Task values Specify the field values that are populated on the change task created as part of the standard change.
  4. Click Submit.
    Note: Standard change catalog templates are not supported on Service Portal.