Create and assign a task

If during an investigation of an incident, additional items are found to be the cause of the incident, but it does not impact a different set of users, then a task needs to be opened to groups that are required to restore the service. The original assignee will maintain ownership of the original ticket.

Multiple tasks can be created for an incident. Tasks will be completed in a sequential order.

1. Open an incident.

2. Click the "Tasks" tab and select "Ad hoc" from "Request Type" drop down.

(click on the image to see a larger one)

 

3. Click "Relate".

The Task form appears:

 

4. Type a brief description of the task in the "Name" field.
The task name appears in the summary on the Tasks tab, as well as in notification messages.

5. Type a concise summary of the task to be performed in the "Summary" field, and put more detailed information in the "Notes" field.

6.  Click the "Assignment/Dates" tab.

7. Select the company, organization, assignee group, and assignee.

8. Click "Save".