Plan a task with Task Planner

You can use Task Planner to plan tasks for current or future phases of records that support tasks.

To plan a task by using Task Planner, follow these steps:

1. Open the record for which you want to plan a task.

   For example, click Change Management > Change Queue, and then select a Change record from the queue. Or, click Request Fulfillment > Search Requests, enter your search criteria, and then click Search.

2. Click the Tasks tab in the record, and then click Edit in the Planned Tasks pane to open Task Planner.

   Note If you open Task Planner before a record is created (that is, a new record that you have not yet saved) or after a record is closed, Task Planner is read-only. In this situation, the Add Task and Save buttons are invisible.

3. Click Add Task, and then do the following:

   1. Type the task title in the Description text box.
   2. Select task category from the Task Category drop-down list.

   3. Select a phase to start the task from the Open In Phase drop-down list.

      Note  

      • If you plan a large number of tasks for a single phase in a workflow, you may experience slow performance. Therefore, we recommend that you do not create more than ten tasks that start in the same phase.

      • If the start phase in the task is the same as the current phase of the parent record, the task is created with a task number assigned. Otherwise, the task remains in the planned status until the parent record reaches the start phase (the "open in" phase) defined for this task.

   4. Select a phase to end the task from the Close By Phase drop-down list.

      Note The end phase must be no earlier than the start phase. If left blank, the end phase matches the start phase.

4. To add another task, click Add Task. To add a dependent task, hover the mouse on an existing task until you see a hand symbol, and then drag the mouse pointer to add the new sequential task. 

5. Click Save to save the planned tasks.

   Note  

   • After you finish adding tasks, you can click Auto Layout to automatically arrange the tasks and dependencies in the workflow.
   • Once the task record is created, you cannot delete the task or modify its properties in Task Planner. You can click the task number in the graphical interface to modify the details of a created task record.
   • The Mark as required/Set properties as read-only in change field can only be set for tasks that are defined in Task Planner in the change model and request model. These fields are read-only in Task Planner, and are displayed for your reference.
   • If a task is not marked as required in a change model or request model and has not been created, you can modify the properties of this planned task, or you can click Delete to remove the task. However, you cannot move the "open in" phase of a planned task to a phase prior to the current phase of the record.