Share

Create a change task

Change tasks are created within the context of a change request (CR) or change order (CO) using the Task Planning tab. This tab enables you to capture all task details first before initiating them. See Derive tasks during review and Plan and Track Change Execution for more information.

CR tasks

When the change task is created, relevant information from the CR or CO is used to populate the Related Change Process section, including links back to the original change processes.

If a change task is dependent on another task to be completed first, a link to this task is shown in the Task Details section > Depends On field, as well as the References tab. This enables you to quickly see the task that came before the current one.

change request

Change tasks also have an Affected Items tab. Click Add to add items that need to be addressed during the task.

Was this information helpful?