You can add tasks relevant to any of the 8 stages with complete details on the group associated, the estimated and actual effort, dependent tasks, and trigger specific tasks.
In the change details page, navigate to a stage. Under the Tasks tab, you can add appropriate tasks, define task dependencies, and organize/edit/delete/trigger them.
Click Add Task drop-down menu. Here, you can either select Add Task to define a completely new task or select Add Task from Template to use an existing task template.
Fill out the details displayed page to configure the task by using the pointers in the table below:
|
Field Name |
Explanation |
|
Stage |
This field displays the stage to which the task will be added and is non-editable. |
|
Template |
Choose the task template from the drop-down list. |
|
Title |
Provide an appropriate name for the task. |
|
Description |
Briefly describe the objective of this task and its significance in the overall change implementation. This field supports rich-text content and by default, the rich-text editor is enabled. |
|
Schedule Start/End |
Provide an estimate of the time this task may require. |
|
Actual Start/End |
You will add this after the task has been completed, either fully or partially. |
|
Assign Group/Owner |
Select the Group and the technician responsible.
You have the option to ‘Mark’ this field by selecting the green button. In that case, the group is assigned when you trigger this task. |
|
Priority |
Select the appropriate priority. |
|
Status |
Mark the status. |
|
Additional Costs ($) |
Add any unplanned costs that this request may entail. |
|
Task type |
Select the task type. |
|
Notify me before Scheduled Start |
Set the time before which you must be notified of the task start. |
|
% Completed |
Add the percentage of task completed. |
|
Estimated Effort |
Include the estimated effort. |
|
Attachments |
Add any related information, not captured in the form, in any format. |
Here's a screenshot of a configured task:
Comments & Replies
Comments and Replies allow technicians to communicate between themselves about the task as well as the change.
Under comments, you can tag change approvers, users associated with change roles, and technicians associated with the sites you can access. To tag a user, type @ followed by their username.
You can also notify users when they are tagged. Configure this under Setup >> Automation >> Notification Rules.
On the Task List View page, click the Organize button to sequence the tasks.
In the absence of task dependencies, the tasks are completed sequentially. To alter the sequence, select any task by clicking it and then use the arrows that appear on the right to move the tasks up or down, as shown below:
On the Task List View page, click the Trigger button to fire the tasks.
You can either fire all tasks, along with their dependencies or only selected tasks.