Create a task for an idea

Create a task for planning and developing an accepted idea.

Before you begin

Role required: idea_manager or idea_manager_professional

About this task

Create a task such as a demand, project, story, SAFe epic, SAFe feature, or SAFe story for an accepted idea. Plan and work on these tasks to develop an idea into a new feature, product, or enhancement.

Procedure

1. Navigate to All > Ideas > Idea Portal.
2. Select the title of an idea that you want to create a task for.
3. Open the idea in form view by clicking the more options () icon, and selecting the Open in platform option.
4. Select an appropriate state for the idea from the State list based on the priority of the idea.
   For more information about different idea states, see Manage ideas.
5. Select Create Task.
6. In the Convert Idea to task dialog box, select a task type from the Select task type list.
   The available task types are:

   • Demand
   • Project
   • Epic
   • Story
   • SAFe epic
   • SAFe feature
   • SAFe story

   These task options are based on the installed plugins such as PPM Standard, Agile Development 2.0, and Scaled Agile Framework (SAFe).

   Note:

   You must also have the appropriate role based on the plugins to create these task types.