Manually Creating a Task

The following procedure describes the manual process for creating a task from the Inventory Details tab for a selected inventory item on the Project Inventory tab. You can also create a task from the Tasks list (see Opening the Tasks List).

Note:A task can also be created automatically in an automated workflow process (along with external work items) based on review and remediation options up for the project, as described in Updating Inventory Review and Remediation Settings for a Project. Users with proper permissions can then manage these tasks and manually created tasks, using the procedures described in this section.

To create a task manually, do the following:

1.

Open the Project Inventory tab for the desired project (see Displaying Project Inventory).

2.

Select the inventory item to which you want to add a task. Alternatively, to help you locate the inventory item, click the Advanced Search button to open the Advanced Inventory Search dialog. From here you can filter inventory items accordingly.

When you select the specific inventory item, the Project Inventory Details Pane on the right is populated with information about the inventory item. The Inventory Details tab in focus.

3.

In the Tasks section on the tab, click the Create Task button to open the Create Task dialog.

The Create Task window is opened.

4.

Select the type of task you want to create—Manual Inventory Review, Remediate Inventory, or Miscellaneous. (See Task Types.)

5.

Complete the following fields as needed:

•

In the Summary field, provide a summary or title for the task.

•

In the Details field, provide instructions or requirements for completing this task (or provide any information that will be useful to the reviewer).

•

In the Priority field, assign a High, Medium, or Low priority to the task.

•

Keep the Status as Open for a new task.

6.

To change the task owner, click the Assign button under the Owner field, and select a new owner.

The initial task owner defaults to one of the following contacts, depending on the task type:

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The Project Contact for Miscellaneous tasks

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The project’s Legal Contact for Manual Inventory Review tasks

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The project’s Developer Contact for Remediate Inventory tasks

For more information about the these contacts, see Summary Tab.

7.

To create an external work item associated with the task, click the Create Work Item button. (See Creating and Viewing External Work Items for a Project Inventory Task for details.)

A “Success” message is displayed if the work item is created successfully on the corresponding ALM system (currently, a Jira server) associated to this project.

You can repeat this step to create another work task.

8.

Click Save to create the task. The Tasks list opens, showing the task you created.

A notification email is automatically sent to the task owner, notifying that person about the new task assigned to them.