Creating a Standard Task

A standard task entity type can be used to create any kind of task that cannot be created with the existing task entity types.

This task entity type provides you with the flexibility to specify details that suit your requirements.

  1. Search for the Request Details window, if it is not already on screen.

  2. Select the Update Dependencies explorer option on the Request Details window, or the button from the toolbar. The Task Dependencies window appears with icons for task entity types displayed below the toolbar.

  3. If the workflow template you have used to create the request already has tasks defined in it, you will see these tasks here. You can open them and change their details such as dates, assignment, or expenses. You can add new tasks or delete them from the current request without affecting the template.

  4. Add the task to the Dependency Diagram.

    Select the icon from the task palette and drag it to position. Alternatively, right-click in the window, and from the menu that appears, select New and then the task entity type. Then link the task to the previous task in the workflow.

  5. On the dependency diagram, double-click the Task iconto view the Task Details window.

  6. Complete the common task fields on this task.

  7. All CMDB items linked to the request are displayed on this type of task in the Linked CIs and Linked Services fields. If required, you can schedule changes against linked the CMDB items and create a planned outage against these items as they will not be available for use when they are being updated. Outages against a linked CMDB item can be created through a request or task.

  8. Complete the Resource Management details, if appropriate.

  9. After you have completed the fields, forward the task internally, save it, defer the task for later action, delete it, or cancel any changes.