Create a change task

After a change is scheduled, you can create the tasks for building, testing, and implementing the change.

To create a change task, follow these steps:

1. Click Change Management > Change Queue.
2. Expand Phase: Change Implementation in the record list.
3. Use search or advanced search to find one or more records.
4. Find the change request you want to create tasks from, and click the record to open it.
5. Click More or the More Actions icon and then select Create New Task.

6. Select a category for the new task.

   Service Manager opens a task information form. Service Manager automatically copies the following information from the change request:

   • Category
   • Status
   • Parent Change
   • Description
   • Impact
   • Urgency
   • Priority
   • Planned Start
   • Planned End

   Note Click Apply Template if you want to use a predefined task template for the new task.

7. Complete the information in the Change Task Details section.
8. Assign the task to the designated Assignment Group and scheduled Change Analyst.
9. Click Save & Exit.

10. Repeat the above steps for each new task that you want to open. Service Manager automatically relates the task to the change.

Close a change task
Searching records

Coordinate change implementation (ST 2.5)