Creating a Task
While working on a parent object such as an incident, a change, a problem, or a release
1. | Within the Service Desk Console, open a parent object. For example, open an incident record. |
2. | From the Task tab, click New Task. The New Task window appears. The parent object name and the parent ID automatically appear on the task record and the task is in logged status. |
3. | Enter information into the fields. |
--fields--
Field | Description |
---|---|
Summary | A brief summary title for the task. |
Details | Description of the task. |
Status | This field is automatically generated. |
Priority | The priority. Automatically entered or select from the drop-down list. |
Service | The service organization. Select from the drop-down list. |
Team | The team. Select from the drop-down list. |
Manager | This field is automatically generated based on the team field. |
OLA |
This field appears according to the chosen team. This field is automatically generated. When fulfilling an incident or request of a service with an OLAOperational-level agreement., the Service Desk Analyst sees the defined task catalog. If there is no operational level agreement, the task catalog does not appear. |
Task Catalog | This field appears according to the chosen team. Choose a task catalog from the drop-down list. |
Owner | The owner. Select from the drop-down list. |
This field is automatically generated bases on the Owner field. | |
Phone | This field is automatically generated based on the Owner field. |
Actual Effort | The amount of time (in minutes) that the task has taken. |
Cost | This field is automatically generated based on the actual effort and cost per unit. |
4. | Click Attach file to attach a document to the record. |
5. | To add a comment, click Create. See Notes and Comments. |
6. | Click Save. |
At this time:
- The task record appears under the Task tab of the business object.
- The task owner (if specified) is notified of the assignment.
- The team manager (if the owner is not specified) can assign the task to a team member.
- The task status is updated to assigned if an owner is selected, otherwise it remains in the logged status.