Use Task Planner to plan change tasks

User Roles: Change Coordinator, Change Manager

By using Task Planner from a change record, you can plan change tasks for the current or future phases in the ongoing change.

To plan change tasks in the task planner from a change record, follow these steps:

1. Do one of the following in the System Navigator:

   1. Click Change Management > Change Queue
   2. Click Change Management > Search Changes, enter your search criteria, and then click Search.
2. Find the change request you want to create tasks from, and then double-click the record to open it.

3. Click the Tasks tab, and then click the Edit button.

   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.

4. Do the following:

   1. Click Add Task on the toolbar to add a task to the task planner.
   2. Type a task name in the Title field.
   3. Select a task category from the drop-down list.
   4. Optionally, select a task template from the drop-down list.
   5. From the Open In Phase drop-down list, select a change phase in which the task will be created.

   6. Optionally, from the Close By Phase drop-down list, select a change phase by the end of which the task must be closed.

      Note The Close By Phase must be no earlier than the Open In Phase. If left blank, the Close By Phase defaults to the Open In Phase. If the Open In Phase in the change task you just planned is same as the current phase of the change record, the change task is created with a Task Number assigned. Otherwise, the task will not be created until the change reaches the Open In Phase defined for this task.

   7. In the Task Condition field, specify a condition under which the task is to be created by using the Condition Editor. For details, see Using the Condition Editor.

      Note You can configure the Mark as required/Set properties as read-only option only when planning a task in a change model. If you select this option, you cannot modify or delete the task from a change record of this change model, which is indicated by a red dot at the upper left corner of the task box in task planner (see Add a task to a change model). When you plan a task in a change record, this setting is not configurable and not used.

5. Click Add Task to add another task.

   Or

   To create a sequential task, 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, resize the task planner graphical interface by expanding the details form or resizing the task planner window.

7. If needed, specify an existing task as dependent on another task by adding a connector between two sequential tasks.

   Tip You can reposition the workflow by moving the outline boxes of the tasks or by clicking Auto Layout to allow task planner to automatically arrange the tasks and dependencies.

8. Click Save to save the planned tasks.

   Once a task is created, you cannot delete this task or modify its properties in task planner. You can click the task number in graphical interface to modify its details.

   If a task is not marked as required in the change model and has not been created, you can click Delete to remove this planned task, or you can modify its properties. However, you cannot move the Open In Phase of a planned task to a phase prior to the current phase of the change.

   If you see a red dot on the top left corner of a task, it means that this task cannot be modified or deleted from the change record, because the Mark as required/Set properties as read-only option is selected for this task in the change model.

   The following table describes various status values of a task and their graphic styles in task planner.

   Task Status	Graphic Style	Remarks
   0-Planned
   0-Planned (opened)		This style appears when a task is created but still has a Planned status because it is dependent on another task to complete.
   1-Ready
   2-Assigned
   3-In Progress
   4-Blocked
   20-Completed
   21-Completed with problem
   30-Canceled
   31-Withdrawn
   32-Failed

Create a change category or task category

Create a new change record