How to relate Project Phase with Project Task

Nihar1 · ‎08-25-2020

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 · ‎09-04-2020

I don't understand what you are asking?

The example project I used doesn't switch to closed complete with the task is closed and complete.

Here is the step you can do to set the State for a project. Find the "Update Record" action and add it. Drag the Trigger - Record created --> "Project record" pill (the enter pill) in the record filed.

Once it's added, it will pull all the fields you can edit into the action. Pick the State and change the State you want. It will update after the last task is complete if you have the wait check off. You also set the Phase this way as well, switch the state field to phase.

After closing out the last task in the flow, it changed the State.

View solution in original post

ashisharovi · 11 hours ago

Hi @Miguel Donayre and @Rae Ann Prasnic ,

It's a 5 year old post but still gave me some ideas to manage the phase gate process in our implementation. Thanks for it.

A lot has changed in ServiceNow since then and

I was wondering is there any new functionality in the phase gate process or its still the old one where phase has to be edited manually?

Is there any tracker we can use to track phase progress in ServiceNow ?

Regards
Ashish Raj