Submitting tasks

About this task

After the triage team has accepted a request, start the process of completing that request by creating a task that identifies the work required.

Procedure

  1. Select a query to run which returns the newly submitted ALMRequest records for which your triage team is responsible.
  2. Select a request from the Query Results grid.
  3. On the record form click the Utility toolbar icon and select CreateTask. On the Task tab enter or change values in at least the mandatory fields:
    • Headline
    • Owner
    • Priority
    • Description
  4. If you have clicked on the SetDefault action on a project record, then the newly created task(s) have the project field set to the that default project. If you have not clicked on SetDefault or you wish to assign the task to a different project, then on the Project tab click Add next to the Project field. Either enter a keyword and click Search or click Browse and navigate to a query, such as FindALMProjects, to run to return a list of projects. Select the project to be associated with this task and click OK. Optionally, select the phase in which the task is to be completed, and select the iteration within that phase.
  5. If you want to identify any related requests, on the Related Records tab click Add next to the Request field. Either enter a keyword and click Search or click Browse and navigate to a query to run to return a list of requests. Select the request to be associated with this task and click OK.
  6. Click OK.