Create a change task

task australia Updated Sep 10, 2026 4 min read create-a-change-task.md
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Create change tasks to track the work for a change request, such as planning, implementing, testing, and reviewing the change.

Before you begin

Before creating a change task, confirm you have the required roles. If not, contact your administrator to request access.

Role required: itil, admin, or sn_change_write

Note:

If the change task form is read-only, confirm that you have a required role and that the change request is in an editable state. Editing is not available in certain states, such as Closed. For state-based restrictions, see State model and transitions.

About this task

Change tasks can be created manually or from a workflow. The Change Tasks related list is displayed by default and includes all manual and workflow-generated change tasks.

To edit existing tasks or create tasks, from the Related Links section, select the Change Tasks tab and then select New.

If the Change task related list is not visible, scroll down the change form or verify that your role has permission to view it. If the list is still not visible, contact your IT administrator to verify your permissions and form configuration.

Procedure

  1. Navigate to All > Change > Open.

  2. Select the change request that you want to add a change task to.

  3. In the Related Links section, select the Change Tasks tab, and then select New.

  4. To associate an existing change task with the change request, open the change task record and update the Change field to the target change request and save the record.

    Note: The New button creates a change task and doesn't attach an existing change task. To carry tasks over to a new change request, copy the change request. For more information, see Copy a change request.

  5. On the Change Task form, fill in the fields.

Name

Definition

Configuration item

The configuration item (CI) or service that the change task applies to.

Planned start date

The date you plan to begin working on the task.

Planned end date

The date the change task is planned to be completed.If the task type is Implementation, the Planned start date and Planned end date values must fall within the planned start and end dates specified in the change request.

Number of copies

The number of change tasks to generate for each scheduled date.Note: This field appears only when you choose Multiple Dates option.

Change Task Types

Tasks that are implemented for each phase of work they represent:- Planning: Tasks that plan and prepare the change before implementation.

  • Implementation: Tasks that carry out the change. The Planned start date and Planned end date values must fall within the planned dates of the change request.
  • Testing: Tasks that verify the change works as expected.
  • Review: Tasks for post-implementation review. The default workflow generates tasks in type Planning.

State

The state of the change task:- Pending: Not yet ready to be worked on. Waiting for a predecessor task to complete or for the scheduled start time.

  • Open: Ready to be worked but not yet started.
  • In progress: Actively being worked on.
  • Closed: Inactive and closed. Set the Close code and Close notes fields before you move the task to Closed.
  • Canceled: No longer required. The task is closed without being completed.

On hold

The On hold check box indicates whether the change task is on hold. Provide an On hold reason if a change task is placed on hold.

Assignment group

The group that the change task is assigned to.

Assigned to

The user that the change task is assigned to. If an assignment rule applies, the change task is automatically assigned to the appropriate user or group.

Short description

A summary of the task.

Description

A detailed description of the task.

6. To enter work notes for the change task, select the **Notes** tab.
  1. To record the reasons for closing a task, select the Closure Information tab and set the Close code and Close notes fields.

    Each change task is closed individually. The Close code applies to the current change task and not to other change tasks on the change request.

    Important:

    Close codes and close notes apply to individual change tasks only and do not affect other change tasks on the change request. After you submit or close a change task, you cannot revert it to an earlier state, such as Open or In Progress.

  2. Select Submit.

    The change task is added to the change request. The assigned user receives a notification that a task was assigned to them.

Parent Topic:Create a change request

Related topics

Create a change request from a configuration item (CI)

Create a standard change request from the catalog

Copy a change request

Unauthorized change request

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