Add a task to a change model

User Roles: Change Manager

Using Task Planner, you can add, edit, or delete tasks, which are part of change model record. In the graphical interface, you can specify tasks as dependent on other tasks by adding a connector between two tasks. Tasks that do not have dependencies may be open in parallel but are still governed by the Open In Phase and Close By Phase attributes, as well as the task conditions.

To add a task to a change model, follow these steps:

  1. Click Change Management > Configuration > Change Models in the System Navigator.
  2. Click Search to select a change model.

    Or

    Click New to create a new change model record.

    Note Select a category to display the task editor in the Task Information section.

  3. In the Task Information section, click the Edit button, and then click Add Task. A new task is added in Task Planner.
  4. Select the new task, click the Task-Properties tab, and perform these steps:

    1. Type a task description in the Title text box.
    2. Select a task category from the drop-down list.
    3. Optionally, select a task template from the drop-down list.
    4. Select a change phase to create the task from the Open In Phase list.
    5. Optionally, select a change phase to close the task from the Close By Phase list.

      Note The ending phase must be no earlier than the starting phase. If left blank, the ending phase will be same as the starting phase.

    6. Optionally, select the Mark as required/Set properties as read-only check box if you do not want this task to be modified or deleted when you plan tasks in Task Planner from a change record.

      Note After you select the check box, a red dot appears on the top left corner of the task.

    7. Optionally, add conditions to create the task.

      Note “CurrentRecord” in the condition editor refers to the Change record.

      Caution You cannot add a new task until you define mandatory details of the previous task in the Task Planner window.

  5. Click Add Task to add another task.

    Or

    Hover the mouse on the new task added in the graphical interface until you see a hand symbol, and then drag the mouse pointer to add a new task.

  6. If needed, click Delete in the toolbar to delete a task.
  7. (Optional) After you finish adding tasks, click Auto Layout to allow task planner to automatically arrange the tasks and dependencies.
  8. Click OK to save the change model tasks.
  • You can edit a task by selecting the task in the graphical interface and modify its properties.
  • The Task Planner graphical interface supports panning.
  • You can click Zoom in or Zoom out in the toolbar or use the mouse wheel to zoom in or zoom out the Task Planner graphical interface.
  • You can reposition the workflow by moving the outline box within the graphical interface.
  • You can resize the Task Planner graphical interface by expanding the details form or resizing the Task Planner window.