How To Create A Task In Servicenow?

How To Create A Task In Servicenow

0: Introduction

Creating a task in ServiceNow can help streamline and manage the workflow of any organization's daily tasks. It allows for easy tracking of tasks and tasks completion, while offering reporting features and more. In this guide, we’ll show you the steps you need to take to create tasks in ServiceNow.

1: Log into ServiceNow

To begin, you’ll need to log into ServiceNow. To do this, you’ll either need to have an account or be given access to an account. Once you’re logged into ServiceNow, you can begin creating tasks.

2: Navigate to the Create Tasks Menu Option

To create a task, you’ll first need to navigate to the “Create Task” option. This option can typically be found in the main service desk menu. Once you reach the “Create Task” option, you’ll begin the process of creating a task and assigning it to yourself or others It’s important to not that some organizations may also have additional process or selection requests prior to creating tasks.

3: Inputting Task Information

Once you’ve reached the “Create Task” screen, you can begin inputting the necessary information for your task. Here you’ll have to enter details like the task name, a description for the task, assigned to whom, what type of task it is, who the task is created by, and other related details.

4: Adding Attachments

In addition to inputting task information, you can also add attachments to tasks in ServiceNow. You can do this by clicking on the “Attach File” option and locating the files you need to add to the task. This can come in handy for keeping all the information for a task in one convenient location.

5: Setting Reminders

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ServiceNow also offers the ability to set reminders for tasks. This can be used to keep track of when a task is due and even alert other users of upcoming deadlines. To set reminders for a task, you’ll need to click the “Reminders” option when creating the task.

6: Priority Settings

When creating tasks in ServiceNow, you can also assign each task a priority level. This is useful for keeping track of which tasks need to be tended to first and which can be taken care of later. To assign a priority, simply select the “Priority” setting when first creating the task and then choose from the options provided.

7: Completing Tasks

Once you’ve finished creating and assigning the task, you can finish it off and mark it as complete by clicking the “Complete” button. You can also opt to elect a reviewer to review the task before it can be marked as complete, depending on your organization’s specific process.

8: Task Description

Finally, you can also add a detailed description of the task. This can include things like “To-Dos” or any important details about the task that may be necessary for someone to review. To add a description, simply scroll down to the “Comments” section when creating a task.

9: Submitting Tasks

Once you’ve added all the necessary details for the task, you can submit the task by clicking on the “Submit” button. After submitting the task, it will be assigned to the user you’ve chosen or yourself, depending on how you’ve configured it.

10: Conclusion

Creating a task in ServiceNow is a pretty simple process. Whether you’re managing tasks for yourself or others, ServiceNow offers a great workflow and task management system that’s easy to use. Following this guide, you should now have a basic understanding of how to create tasks in ServiceNow and assign them to users.