Creating Tasks and Events

From InSite

Jump to: navigation, search

A task is a definite piece of work assigned to a specific person. In InSite, task types include Change Preparation Tasks, Change Rollback Tasks, Change Test Tasks, and other tasks. Tasks can have due dates, but unlike events, tasks have no defined time and no specific duration. If you need to write a report, for example, you schedule a task rather than an event in your calendar.

An event is a change of state which has significance for the management of a Configuration Item or IT Service. The term event is also used to mean an alert or notification created by any IT Service, Configuration Item, or Monitoring Tool. Events typically require IT Operations personnel to take actions, and often lead to Incidents being logged.

Tasks and events are activities. If they are related to an Incident record, they can be created from and found in the Open Activities panel on the Incident Details page for that record. If they are related to a Change record, they can be created from and found in the Open Activities panel on the Change Details page for that record. Tasks and events that are unrelated to specific records can be created from the Home page.

Regardless of where a task is created, after that task is assigned to someone, that task appears in the My Tasks list on their Home page. Regardless of where an event is created, after that event is assigned to someone, that event appears on the Calendar panel of their Home page. After someone is invited to an event, that event appears on their Calendar on the Home page.

Creating Tasks

Tasks can be created from the Incident Details page, the Change Details page, and the Home page.

To create a task:

  1. If you want to create a task that is related to a specific Incident record, open the Incident Details page for that record. Locate the Open Activities panel and click New Task. The Select Task Record Type page opens.
  2. If you want to create a task that is related to a specific Change record, open the Change Details page for that record. Locate the Open Activities panel and click New Task. The Select Task Record Type page opens.
  3. If you want to create a task that is not related to a specific Incident record or Change record, open the Home page. Locate the My Tasks panel and click New. The Select Task Record Type page opens.
  4. Select a Type of New Record from the pull-down menu.
  5. Click Continue. The New Task page opens.
  6. Lookup the name of the person to whom you want to assign the task.
  7. Click the Subject combo box icon and select a Subject from the combo box.
  8. Select a Status from the pull-down menu.
  9. Select a task Priority from the pull-down menu.
  10. (Optional) Select values for other fields.
  11. Click Save. The task appears in the My Tasks list on the Home page of the person to whom it is assigned. If the task is related to a specific Incident record, it appears in the Open Activities panel of the Incident Details page of that record. If the task is related to a specific Change record, it appears in the Open Activities panel of the Change Details page of that record.


Creating Events

Events can be created on the Incident Details page, the Change Details page, and the Home page.

To create an event::

  1. If you want to create an event that is related to a specific Incident record, open the Incident Details page for that record. Locate the Open Activities panel and click New Event. The Select Event Record Type page opens.
  2. If you want to create an event that is related to a specific Change record, open the Change Details page for that record. Locate the Open Activities panel and click New Event. The Select Event Record Type page opens.
  3. If you want to create an event that is not related to a specific record, open the Home page. Locate the Calendar panel and click New Event. The Select Event Record Type page opens.
  4. Select an event record type from the pull-down menu.
  5. Click Continue. The New Event page opens.
  6. Lookup the name of the person to whom you want to assign the event.
  7. Click the Subject combo box icon and select a Subject.
  8. Set a start date and start time.
  9. Set and end date and end time.
  10. (Optional) Enter a Description and select values for other fields.
  11. Click Add invitees. The Select Event Invite page opens.
  12. Select a filter from Search within and enter your search term in the text box. Click Go.
  13. Select your invitee from the Search Results list and click Insert Selected. Your invitee appears in the Selected List.
  14. Repeat Steps 12-13 as needed to add other invitees.
  15. Click Done. The Select Event Invite page closes and you are taken to the New Group Calendar Event page.
  16. Click Save. The New Group Calendar Event page closes. You are returned to the page where you began. The event appears in the Calendar on the Home page. If it is Incident related, the event appears in the Open Activities panel of the Incident Details page for the Incident record to which it is related. If it is Change related, the event appears in the Open Activities panel of the Change Details page for the Change record to which it is related.


Retrieved from "http://insite.bluehawknetworks.com/wiki/Creating_Tasks_and_Events"
Personal tools