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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a task from an incident, problem, or change request

You can create a new project task from the Project Task related list on the Incident, Problem, and Change Request forms. The tasks you create from these forms makes the project task a child of the incident, problem, or change, rather than a project.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to the Incident, Problem, or Change Request form.

  2. Configure the form to add Project Task > Parent if the related list is not already present.

  3. In the Projects related list, select New.

  4. Fill in the project form.

    The project task becomes a child task of the incident, problem, or change record.

Parent Topic:Create a project task from a project