In Problem Management, Are Problem Tasks Mandatory Before Starting Root Cause Analysis?

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Tera Contributor

Hello ,

I am currently learning ServiceNow Problem Management and have a question regarding the process flow.

When a Problem record moves from the Assess stage to the Root Cause Analysis stage, should we create and complete any Problem Tasks before starting the Root Cause Analysis?

Or can we directly move the Problem record to the Root Cause Analysis stage and perform the investigation without creating any Problem Tasks?

I noticed that the Problem form has a related list called "Problem Tasks".

I would like to understand:

  1. Are Problem Tasks mandatory before starting Root Cause Analysis?

  2. What is the actual purpose of Problem Tasks in real-time projects?

  3. In which situations should we create Problem Tasks?

  4. Is it possible to complete Root Cause Analysis without creating any Problem Tasks?

Could anyone please explain the recommended real-time workflow?

Thank you!

Best regards,

Damodar.

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