After the triage team has accepted a request, start the process of
completing that request by creating a task that identifies the work required.
Procedure
Select a query to run which returns the newly submitted ALMRequest
records for which your triage team is responsible.
Select a request from the Query Results grid.
On the record form click the Utility toolbar
icon and select CreateTask. On the Task tab
enter or change values in at least the mandatory fields:
Headline
Owner
Priority
Description
If you have clicked on the SetDefault action on a project record,
then the newly created task(s) have the project field set to the that default
project. If you have not clicked on SetDefault or you wish to assign the task
to a different project, then on the Project tab
click Add next to the Project field.
Either enter a keyword and click Search or click Browse and
navigate to a query, such as FindALMProjects, to run
to return a list of projects. Select the project to be associated with this
task and click OK. Optionally, select the phase in
which the task is to be completed, and select the iteration within that phase.
If you want to identify any related requests, on the Related
Records tab click Add next to the Request field.
Either enter a keyword and click Search or click Browse and
navigate to a query to run to return a list of requests. Select the request
to be associated with this task and click OK.