Create tasks to fulfill an incident

  • Release version: Xanadu
  • Updated January 30, 2025
  • 1 minute to read
  • Create a set of incident tasks to fulfill an Operational Technology (OT) incident. Incident tasks help you to split up and categorize the work that is needed to resolve an incident.

    Before you begin

    Role required: sn_ot_incident_write

    Procedure

    1. Navigate to All > Incident > Open.
    2. Open the OT incident record that you want to create a task for.
    3. In the Incident Tasks related list, select New.Create new incident task new button.
      If you don’t see the Incident Tasks related list, you must add it.
    4. On the form, fill in the fields.Operatioonal Technology incident task form.
      Table 1. Incident task form
      Field Description
      Number Unique system-generated incident task number.
      Incident Incident with which the task is related.
      Site Affected incident site.
      Note:
      This field is read-only and is automatically filled in with the related incident site, if applicable.
      Equipment Model Entity Affected equipment model entity.
      Note:
      This field is read-only and is automatically filled in with the related equipment model entity, if applicable.
      OT device Affected OT device.
      Note:
      This field is read-only and is automatically filled in with the related OT device, if applicable.
      State State for tracking an incident task through several stages of the incident's resolution.
      Priority Priority of the incident task.
      Assignment group Group who works on the incident task. If you leave this field empty, the incident is automatically assigned.
      Assigned to User to whom the incident task is assigned to work on.
      Note:
      If the Assignment group changes, the Assigned to field is cleared.
      Short description Brief description of the incident task.
      Description Detailed explanation on the incident task.
      Notes
      Work notes list Users who receive notifications about this incident task when work notes are added.
      Note:
      You can select the add me icon Add me icon. to add yourself to the work notes list.
      Work notes Information about how to resolve the incident task, or the steps that need to be taken to resolve it, if applicable.
    5. Select Submit.

    Result

    Now, you can view and edit the incident task in the related OT incident record in the Incident Tasks tab on either the ServiceNow AI Platform or in the Industrial Workspace.

    You can also view incident tasks in the Industrial Workspace list view in the following places.
    • Incident tasks assigned to you: OT Tasks > Assigned to Me
    • Incident tasks assigned to your group: OT Tasks > Assigned to My Groups
    • Unassigned incident tasks: OT Tasks > Unassigned