Tasks

The tasks are the activities required to resolve the change. Creating tasks is not mandatory but a convenient feature to effectively work on a change. You can add tasks, assign technicians, and set due date for it.

note

• This tab can be disabled using the Change Form Rule. If disabled, you can only view the existing tasks and not create. The option to add task gets hidden.
• The tasks can be disabled using the Task Form Rule. Once disabled, the Done button will get disabled for all the tasks. However, it does not apply to Project Tasks.

The Tasks tab displays all the tasks done for a change. Here, you can perform the following activities:

1. Search: The search works on the content of the tab. It matches your query with all the content (that technicians have entered) to find the results.
2. Sort: You can sort all the items in ascending or descending order.
3. Add Tasks: You can add new tasks.
4. Task List: You can view a list of tasks.

Adding a Task

When you add a new task from the Change Details page, the task automatically gets associated with this change. To add a task:

1. Click on the Add Task button. A popup appears.
2. Fill all the details of the task as shown below.

Parameters	Description
Subject	Enter the subject of the task.
Assigned to	Select the technician to whom the task is to be assigned.
Task Type	Select the task type.
Technician Group	Select the technician group to whom the task is to be assigned.
Start Date	Select the date when the task should start.
End Date	Select the date till which the task should end.
Status	Select the status of the task.
Priority	Select the priority of the task.
Notify Before	Set the hours or minutes before which the technician should be notified about the task. The minimum value is 15 minutes.
Description	Enter the description of the task.

3. Once done, click Add, and the task appears in the list.

Managing the Task

Here, you can manage the change related tasks. The options are:

1. Set the status
2. Set the priority
3. Set the task type
4. Set the assignee
5. Set the technician group
6. Set the start and end date of the task.
7. Edit/Delete the task
8. View the due date and time of the change.
9. Done/Reopen the task using the Done button.
10. View the task details using View Details button