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, admin, or sn_change_write

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 All > 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.
  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.