How to Manage Incidents › Convert Unplanned Incidents into Planned Project Work › Convert Incidents into Project Tasks

Convert Incidents into Project Tasks

If you receive a notification to convert an incident into a project task, use the action item to link to the incident. Each new project task created is added to the bottom of the hierarchy of WBS (work breakdown structure) within the project.

Only the project manager assigned to the incident can convert the incident into a project task. A task can only be associated with an existing and active project. You can convert only one incident at a time.

Follow these steps:

1. Open Home, and from Demand Management, click Incidents.

   The list page appears.

2. Click Assigned To Me.
3. Select the check box next to the incident, and click Convert to Task.

   The select project page appears.

4. Select the project to associate the task.
5. Click Add.

   The create page appears.

   Details from the incident page, like the name of the project, manager, start and finish dates are replicated on to the task page.

6. Complete the remaining fields on the page.

   For more information, see the Project Management User Guide.

7. Save the changes.

   Note: If more work is required to resolve the incident, the IT project staff can reopen the incident.