If a Change Request is inside the scope of an on-going project, the Change Request could be transformed into a task. Doing so, the Project Manager will be able to manage its duration, assignments, effort, etc.
Log in to the HTML5 client.
Select the Change Requests Center workspace.
In the Change Requests Grid, click on the Workflow State Vote cell of the Change Request you want to transform and select a Workflow State.
OR
In the Change Requests Grid, click on the Open button available on the right-hand side of the Change Request Name to open the Change Request Card and select a Workflow State.
After having reached the “Closed” Workflow State, the user will be prompted to take specific actions from a popup.
Click on the Create a Connected Task button.
In the Task list, select a task, so that the newly created task will be inserted after the selected one.
In the Task Details dialog box, enter all the information related to this new task.
Close the dialog box.
The newly created task is now displayed in the Gantt view.