This documentation supports the 18.05 version of Change Management.

To view the latest version, select the version from the Product version menu.

Creating activity task groups and tasks

When you plan an activity, determine whether you can divide it into separate tasks, especially if you need to add more granularity to the activity. Tasks are the individual components of an activity, and can be assigned to specific assignees who complete the tasks.

When you add an activity, by default, the Requested By and Location information fields on the Activity form are populated with information of the user creating the activity.


Tip

When you are creating tasks for an activity, you must complete the Company, First Name and Last Name fields under Requester Information, Company fields under Location information and the Summary field on the activity form before you include the tasks.

The Tasks tab displays the tasks that are required to be performed to complete the activity. You can use task groups to manage an activity with many tasks, each having its own schedule, task assignee, and plan. For less complex activities, tasks are optional. Tasks are created and modified within the activity and are stored separately within the Tasks form.

A single activity can have an unlimited number of tasks. After a task is assigned to a support group or an individual, the assignee receives notifications to perform the various task activities when the activity reaches the Assigned status.

The task dates are also displayed on the Dates tab. Tasks, like activities, go through many status transitions as they progress. The status in which a task is created depends upon the status of the parent activity.

Your assigned tasks and task groups are listed in the Tasks and Task Groups table on the Activity form. Tasks are prefixed with TAS and task groups with TGR. You can also view tasks and task groups related to an activity from within the Tasks tab of the Activity form.

Activity form — Tasks tab

Important

You can click the View Flow button to see a read-only view of the task flow in the task group. For more information about using the View Flow button, see Using CCM tasks.

Adding task groups and tasks to activities follows the same steps as change requests. For more information, see Implement stage - Working with tasks.

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