Create an automation task

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create an automation task to effectively manage the activities associated with the automation request. However, this is an optional step.

    Before you begin

    Create an automation request. For more information, see Creating an automation request.

    Verify that the associated automation request is either in the Planned or In Progress state.

    Role required: sn_ac.automation_technical_user or sn_ac.automation_admin

    About this task

    There are five types of automation tasks:
    • Requirement
    • Design
    • Development
    • Quality engineering
    • Sign off

    Procedure

    1. Navigate to All > Automation Center > Automation Center Home.
    2. Select the list icon (List icon.).
    3. On the Lists tab, under Build, select All Automation Requests.
    4. Open the automation request that you want to create and associate an automation task to.
    5. On the Automation Task tab, select New.
    6. On the form, fill in the fields.
      For a description of the field values, see Automation task form.
    7. Select Save.
    8. Optional: In the Activity and Compose fields, view the activity of the form, work notes, and additional comments.

    What to do next

    Create an automation resource for the automation task. For more information, see Create an automation resource.