I dug into this during a workshop with a potential client and determined that 
it can be done by reviewing the existing workflow and do the following.




Add New Task Type field. Adapt current task scheduling workflow to use this 
field




Hope this helps

-----Original Message-----
From: Jones, Jonathan Clark <[EMAIL PROTECTED]>
To: [email protected]
Sent: Thu, 7 Aug 2008 12:32 pm
Subject: Tasks and Change Phase - ITSM v.7



We have a situation where we would like the tasks related to a CR have
the ability to move to "closed" during the CR's plan & schedule phase.
These are generally research type tasks that occur in preparation for
the implementation phase, but often drive the implementation approval
decision and/or scheduled dates.  An example might be "identify space in
the data center" or "research the latest patch level and release date."
Any suggestions on how to progress a task during the plan & schedule
phase of the change request?  We do not want to create a related CR to
track the activity...that seems cumbersome to the team.

Thanks,

Jonathan Jones
Southern Company Services
205-257-4799

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