How to add a task in a change request

Overview

Tasks are used to break down the Rollout Plan of a change request into specific, actionable steps. Creating tasks is crucial for coordinating complex implementations, as each task can be assigned to a different person or team and scheduled independently. This ensures that every step of the change is tracked and completed correctly.

Step-by-Step Guide

1. Navigate to the Tasks Tab

To begin breaking down your implementation plan, open the relevant change request.

• From the Changes module (1), open the change you need to schedule work for (2).

• Inside the change, click on the Tasks tab (3).

• Click the + Add Task button (4) to create a new task.

2. Define the Task Details

In the "Edit Task" window, fill in the details for this specific step of the change.

• Title (1): Give the task a clear, action-oriented title that corresponds to a step in your Rollout Plan, such as "Take a backup before the installation."

• Assignment and Scheduling (2): Assign the task to the correct Group or Analyst. Set the initial Status (e.g., "Open") and schedule the exact Start and End times for when the work should be performed. In this example, the backup task is scheduled for Sunday, September 28th.

• Click Save to add the task to the change.

3. Build Out the Implementation Plan

After saving, the task will appear under the Tasks tab. You can continue this process to add all the necessary tasks for your Rollout Plan, creating a detailed and trackable checklist. This ensures every step of the change is accounted for, assigned, and completed in the correct sequence.