How to relate Project Phase with Project Task

[Nihar1]

How to  link the Project Phases with the task and make dependent so that new phase will get start when the previous state task got closed completely. 

Any suggetion will be help full , I am new to Service now and currently in learning phase. 

[Miguel Donayre]

Hello, 

You need to write/draw out your Phase-Gate process and figure out the tasks and when they will change the project phases and states. For example, if task 1 is complete, the project enters Phase 2.  Figure out the IF then or else logic. 

The project phase is manually set, and the project states are semi driven by dates, project tasks, and can be manually changed as well.  They can all be automated with different features in ServiceNow.

Once you have a process mapped out, the best way to implement that process( in my option) is through SN Flow Designer. The Flow Designer will automate the Phase-Gate process you mapped out. FLow Designer can change the projet state, phase, and assign users/groups. You can also create Project tasks and have that task trigger the next phase.  There is so much that can be done in the Flow Designer to automate your process.

 You can also use SN Workflow to automate your process as well, but Flow will be easier to maintain and will require less coding. 

That's the approach I would take.

Here is some documentation on the ServiceNow Flow designer, and there is some training on Flow Designer at the Now Learning site.

Here is the documentation on Workflow as well.

I hope that helps out. 

[Nihar1]

Thanks for the Response. 

This is going to be complete re developing the process.

What I was thinking can it possible I can enable a Custom column in pm_project_task table and refer to the same list of values as Project phases. 

When the User is changing the Phase field value under task that will inherit to Project .

One point is We are going to create multiple task for a single phase . So I am thinking the logic should be what ever the First active task phase that value will be inherit to the project phase.

Let me know if this is possible or not as well as some pointers I can refer to achieve it . 

[Nihar1]

Hello Miguel,

I am now taking the Flow designer approch .

I have setup the flow and it is working as expected .

The new project task is automatically getting created. But How Do I associate with the newly created project task to the project number .

Can you please provide some hint here which field in the pm_project_task table contains the Project number and how do I link that

Here is the Screen shot which I have done 

When I test it it is showing the task created but It it not displaying when I check under project .

[Miguel Donayre]

Hello,

You have to use the trigger record --> project record--> sys_id data pill to relate the project task to the project.

[Miguel Donayre]

I just created a new Project and the tasked showed up with the flow