Viewing and assigning tasks

You can assign a task to a group or an individual, reassign a task to a group or an individual or view tasks assigned to you, and your group.

To reassign a task

1. To view a list of tasks, click Show Tasks under Details and Tasks.
2. In the Assigned Tasks table on the Change Management console, select the task to reassign, and then click View.
3. On the Assignment tab, select the group or person to whom you want to assign the task in the Assignee Group or Assignee field.
4. Ensure that the Notify Assignee field is set to Yes, and then click Save. 
   Until the new implementer accepts the task assignment, you are assigned to the task and have responsibility for it.

To view the tasks assigned to you

1. On the Change Management console, select Assigned To Me from Show.
2. To view a list of tasks, click Show Tasks under Details and Tasks.
3. To view the details of a task, select it, and then click View.

To view the tasks assigned to your group

1. On the Change Management console, select Show > Assigned To My Selected Groups.
2. In the My Group Selection dialog box, select the option under View Group, and then click OK.
3. To view a list of tasks, click Show Tasks under Details and Tasks.
   The open tasks assigned to your group are displayed in the Assigned Tasks table.
4. To view the details of a task, select it, and then click View.

To assign a task

1. On the Tasks tab of the Change form, select a parent task or child task that is related to the change request, and then click View.
2. On the Assignment tab, select the group or person to work on the task, and then click Save. 
   The implementer for that task is notified of the task assignment.

To assign all tasks in a change request

1. Open the change request in the Change form.
2. Set the Status field to Scheduled. 
   The change request is set to Scheduled and the status of the first task is set to Assigned.

To respond to task reassignment requests as a change coordinator

As a change coordinator, you might need to assign new assignees to the tasks associated with the change. Task reassignment is performed manually and directly on the Task form.

1. In the change request, from the Tasks tab, open the task that you want to reassign.
2. Click the Assignment tab.
3. After reviewing the task, reassign the request.
   
   1. In the Assignee field, select a new staff member.
      The task is assigned to this new staff member.
   2. In the Notify Assignee field, select Yes.

   3. Update the work history.

      Warning

      Important

      If you reject the assignment request, set Notify Assignee to Yes and update the work history.

4. Click Save.
   When the task is reassigned, the previous and new assignees are automatically notified of the changed assignment.