# 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.

<figure><img src="/files/BHO2Q6bVqihQQcNQjYEm" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/0NnQ2RnIjMAMa6WqWBNa" alt=""><figcaption></figcaption></figure>

**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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.booldesk.com/how-to-use-modules/change-management-module/how-to-add-a-task-in-a-change-request.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
