Create a task for an idea

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a task for planning and developing an accepted idea.

    Vorbereitungen

    Role required: idea_manager or idea_manager_professional

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    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 (More options icon) 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).
      Hinweis:
      You must also have the appropriate role based on the plugins to create these task types.