---
title: "Service Automation for Change and Task Management"
slug: "service-automation-for-change-and-task-management"
updated: 2025-05-30T07:49:08Z
published: 2025-05-30T07:49:08Z
canonical: "help.symphonysummitai.com/service-automation-for-change-and-task-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Service Automation for Change and Task Management

## Overview

**Change** and **Task Management** systems are important to ensure efficient workflows within organizations.

Service Automation can be integrated to enhance these systems further. This initiative aims to streamline the process of creating and updating **Change Requests (CRs)** and **Tasks** by integrating them with Service Automation Workflows.

Service Automation Workflows can be automatically triggered whenever a CR or Task is created or updated. The changes are implemented primarily in the SymphonyAI ITSM platform.

> [!NOTE]
> Note
> 
> Service Automation already supports **Incident Management (IM)**, **Service Request (SR)** and **Work Orders** integration.

## Benefits

- **Enhanced Automation**: The integration supports real-time processing and automation of workflows, making operations more efficient.
- **Improved Visibility**: The new Orchestration tabs offer clear insights into automation workflows, allowing users to easily track the progress and status of workflow executions.
- **Efficiency Gains**: Streamlining the process of creating and updating Change Requests (CRs) and Tasks reduces the need for manual intervention, speeding up service delivery.
- **Scalability**: The system is designed to handle high volumes of tasks and requests efficiently, allowing it to grow and adapt to increased demand.

### View and configure Change and Task Management

To view the Change and Task Management module in Service Automation Workflows, perform the following steps:

1. Navigate to **Menu** > **Workflows** > **Manage Workflows** > **New Workflow**. The **New Workflow** configuration page is displayed.
2. In the **Workflow Configuration** pop-up, select **ITSM on Create** from the **Trigger Event** drop-down. Select **Change Management** or **Task** from the **Module** drop-down based on the requirement. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-K9ZCA62Z.png?sv=2026-02-06&spr=https&st=2026-11-11T13%3A08%3A38Z&se=2026-11-11T14%3A08%3A38Z&sr=c&sp=r&sig=6ac3zFIOoWDHkuJx6AVgbGCuG8h2OlfOvkMVCVkwpG8%3D) Figure: Workflow Configuration pop-up
3. Provide all other details and configure the workflow.

> [!NOTE]
> Note
> 
> For more information on new workflow configuration, refer to [New Workflow](https://help.symphonysummitai.com/sauto/docs/new-workflow-v7sp5).