Create a change task in Service Operations Workspace

task brazil Updated Sep 10, 2026 2 min read create-change-task-sow.md
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When you need to engage another team or agent for help, create and assign change task. For example, there can be tasks to plan the change, implement the change, and test, and review the work.

Before you begin

Role required: itil or admin

Procedure

  1. Open a change request.

  2. On the change record page, Select the more actions icon ([Omitted image "more-actions-icon.png"] Alt text: more actions icon) and select Create Change Task.

  3. In the Create Change task dialog box, select the task type.

    By default, the following task types are available. To create additional task types, see Create a task type for problem or change in Service Operations Workspace.

    • Planning
    • Implementation
    • Testing
    • Review
  4. Select Create.

  5. On the form, fill in the fields.

Name

Definition

Short description

A summary of the task.

Description

Detailed description of the task.

Number

Auto-generated identification number for the task.

Change request

Associated change request.

State

State of the change task:- Pending: Open and unassigned

  • Open: Open and unassigned
  • In progress: Open and actively being worked on
  • Closed: Inactive and closed. Requires close code and close notes to be provided.
  • Canceled

Configuration item

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

Type

Type of change task, Planning, Implementation, Testing, or Review. The default workflow generates tasks in type Review.

On hold

Option to indicate whether the change task is on hold. Provide an On hold reason if a change task is placed on hold.

Assignment

Assignment group

Group that the change task is assigned to.

Assigned to

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.

Schedule

Planned start date

Date you plan to begin working on the task.

Planned end date

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.

6. Select **Save**.

Parent Topic:Change Management in Service Operations Workspace

Related topics

Create a change request in Service Operations Workspace

Work on a change request in Service Operations Workspace

Standard change catalog

Work on a change task in Service Operations Workspace

Create a Change Advisory Board (CAB) definition

Create a CAB meeting

Conduct a CAB meeting in the CAB workbench

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