Create a task for an idea

task australia Updated Sep 10, 2026 1 min read create-a-task-for-an-idea.md

Create a task for planning and developing an accepted idea.

Before you begin

Role required: idea_manager or idea_manager_professional

About this task

Create a task such as a demand, project, story, SAFe epic, SAFe feature, or SAFe story for an accepted idea. Plan and work on these tasks to develop an idea into a new feature, product, or enhancement.

Procedure

Navigate to All > Ideas > Idea Portal.
Select the title of an idea that you want to create a task for.
Open the idea in form view by clicking the more options ([Omitted image "more-options-icon.png"] Alt text: More options icon) icon, and selecting the Open in platform option.
Select an appropriate state for the idea from the State list based on the priority of the idea.

For more information about different idea states, see Manage ideas.
Select Create Task.
In the Convert Idea to task dialog box, select a task type from the Select task type list.

The available task types are:
- Demand
- Project
- Epic
- Story
- SAFe epic
- SAFe feature
- SAFe story These task options are based on the installed plugins such as PPM Standard, Agile Development 2.0, and Scaled Agile Framework (SAFe).
Note: You must also have the appropriate role based on the plugins to create these task types.

Parent Topic:Managing ideas using Innovation Management

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---
title: Create a task for an idea
description: Create a task for planning and developing an accepted idea.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/innovation-management/create-a-task-for-an-idea.html
release: australia
product: Innovation Management
classification: innovation-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managing ideas using Innovation Management, Innovation Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Create a task for an idea

Create a task for planning and developing an accepted idea.

## Before you begin

Role required: idea\_manager or idea\_manager\_professional

## About this task

## Procedure

1. Navigate to **All** &gt; **Ideas** &gt; **Idea Portal**.

2. Select the title of an idea that you want to create a task for.

3. Open the idea in form view by clicking the more options \(\[Omitted image "more-options-icon.png"\] Alt text: More options icon\) icon, and selecting the **Open in platform** option.

4. Select an appropriate state for the idea from the State list based on the priority of the idea.

For more information about different idea states, see [Manage ideas](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/innovation-management/manage-ideas.md).

5. Select **Create Task**.

6. In the **Convert Idea to task** dialog box, select a task type from the Select task type list.

The available task types are:

- Demand
- Project
- Epic
- Story
- SAFe epic
- SAFe feature
- SAFe story
These task options are based on the installed plugins such as PPM Standard, Agile Development 2.0, and Scaled Agile Framework \(SAFe\).

**Note:** You must also have the appropriate role based on the plugins to create these task types.

**Parent Topic:**[Managing ideas using Innovation Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/innovation-management/using-innovation-management.md)