Incidents › How Incidents are Converted into Planned 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. The project to which the task is associated must first exist and be active. You can convert only one incident at a time.

To convert an incident into a project task

1. On the Incident List page, select the Assigned To Me tab.
2. Select the check box for the incident you want to convert into a project task, and then click Convert to Task.

   The Select Project page appears.

3. Select the project to which this task is associated.
4. Click Add.

   The Create Task page appears.

   Certain data is transferred from the incident to the new project task, but you can alter this data. For example, the name of the project task is pre-populated with the short description of the incident.

5. Complete the remaining fields on the page.

   Note: See the Project Management User Guide for more information.

6. Close the incident.

   Note: If more work is required to resolve the incident, it can be reopened by the IT project staff.

More information:

Incident Data Mapping

Change the Incident Status