Create a request task

Security Roles: Request Coordinator, Request Analyst

After a request is created, you can create tasks to fulfill the request.

To create a request task, follow these steps:

  1. In the System Navigator, click Request Fulfillment > Request Queue or Search Requests.
  2. Locate and open the request record for which you want to create a task.

  3. From the Tasks section, click the Edit button to open Task Planner.

  4. Click Add Task.
  5. Type a title for the new task.
  6. Select a category for the new task.

  7. Select a phase to define when the new task will be opened for fulfillment.
  8. Select a phase to define by which the new task must be closed.
  9. Complete the form with other information if needed, and then click Save.

Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used.  Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.

For detailed instructions on using Task Planner, see Task Planner.

Related topics

Task Planner

Request Task workflows and user tasks

Example: Search for a record

Related topics

Plan a task with Task Planner