> For the complete documentation index, see [llms.txt](https://docs.booldesk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.booldesk.com/how-to-use-modules/change-management-module/how-to-add-a-task-in-a-change-request.md).

# 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.
