Create a New Task or Add Tasks to an Assignment

Follow the procedures below to create a new task within an assignment or to add a task to an assignment. Tasks can be added individually or multiple tasks can be added or deleted at the same time. See field definitions for additional definitions.

To create a new task or add a task to an assignment

Do one of the following:
- To create a new task , do either of the following:
  - In the Containers view, right-click an assignment container and select Add Task. The Add Task dialog box appears.
  - In the Tasks or Assignment view, click or, from the View menu, select Add Task. The Add Task dialog box appears
- To create a new task and check it out to the TEST level , do either of the following:
  - In the Add Task dialog box, select the Checkout check box.
  - Once the task is added to the assignment, select the task, right-click it, and select Checkout.
- To add a task to an assignment , in the Repository Explorer view, the Release view, the Tasks view, the Assignment view, the Impacts view, the Components view, the Set view, the Component Versions view, or the Search view, click or right-click a task and select Add to Assignment. Alternatively, drag a task from the Repository Explorer view to the Assignment view or the Tasks view. The Add Task dialog box appears.
- To add a task to an assignment and check it out to the TEST level , in the Repository Explorer view, the Release view, the Tasks view, the Assignment view, the Impacts view, the Components view, the Set view, the Component Versions view, or the Search view, click or right-click a task and select Add to Assignment with Check Out. The Add Task dialog box appears.
- From a
  Code Pipeline
  project, to add a task to an assignment and optionally check it out to the TEST level , in the Code Pipeline project in the Project Explorer view, right-click one or more files and select Code Pipeline>Add to Assignment. The Add Task dialog box appears.
- From a
  Code Pipeline
  project, to add a task to an active assignment and check it out to the active assignment container that is shown in the Assignments view , in the Code Pipeline project in the Project Explorer view, right-click one or more files and select Code Pipeline>Check Out to Active Assignment. If no active assignment has been set , this menu option does not appear.
- From a
  Code Pipeline
  project, t o add a task to the active assignment container that is shown in the Assignments view , in the Code Pipeline project in the Project Explorer view, right-click one or more files and select Code Pipeline>Add to Active Assignment. If no active assignment has been set, this menu option does not appear.
In the Task Name field, enter a name for the new task. If Code Pipeline can determine a name based on the context, this field will be prepopulated and cannot be changed.
From the Assignment list, select the name of the assignment that contains or will contain this task. If Code Pipeline can determine the assignment based on the context, this field will be prepopulated; even so, the assignment can be changed, if desired. Optionally, do any of the following to select the assignment:
- Click <New> to select the newly created assignment.
- Click <Assignment View> to open the active assignment in the Assignment view.
- Click <Selected Tasks> to select the assignment of the selected tasks or component versions.
- Click <Filtered> to select any assignment from the filtered list.
- Click Filter to open the assignments filter dialog box and enter criteria to filter the Assignment list.
- Click New to add a new assignment.
- Filter-the-Containers-View
  Warning
  Important
  All the above prefixes are displayed only if they are applicable to the assignment.
  In the Assignment list, the <New>, <Assignment View>, <Selected Tasks>, and <Filtered> fields contain a prefix, assignment ID, and assignment description as shown in the following example:
  <Filtered> APPP000001 description
In the Stream field, enter a code for the stream with which the application is associated. If Code Pipeline can determine the stream based on the context, this field will be prepopulated and cannot be changed. This field is disabled when adding tasks to an assignment.
In the Application field, enter the application that the assignment is in. When adding a task to an assignment, if Code Pipeline can determine the application based on the context, this field will be prepopulated and cannot be changed. When creating a new task, this field can be changed.
Warning
Important
It can be useful to package changes across applications in the same assignment. Components can only be checked out and updated by staff having security access to their own components, so security is still preserved. This field is disabled when adding tasks to an assignment.
In the SubAppl field, enter the subapplication that the assignment is in. When adding a task to an assignment, if Code Pipeline can determine the subapplication based on the context, this field will be prepopulated and cannot be changed. When creating a new task, this field can be changed.
From the Type list, select the acronym for the type of component. If Code Pipeline can determine the type based on the context, this field will be prepopulated; even so, the type can be changed, if desired. This field is disabled when adding tasks to an assignment.
From the Action code list, select the appropriate action:
- Normal - Simply creates the new task or add the task to an assignment with no other actions.
- Compile only - Adds the component for compile only, without going through the rest of the change cycle process. The Component Versions dialog box is displayed for informational purpose only during checkout.
- Delete Prod Source - Deletes the production-level source and executables from the production environment.
- Add from history - Indicates that a historical version (for example, -1 or -2) of a component is requested for checkout
From the Path list, select the checkout path or signout level.
From the Base component version table, which is only available for the Add to Assignment with Check Out action, select the version of the task to be based on, for check out. All the versions including inactive versions of this component can be listed. However, you cannot check out all versions, such as superseded gone. This option is not applicable when creating a new task from the Containers, Assignment or Tasks view's toolbar button (), or when adding a task to an assignment from the Impacts view.
From the Release list, select the release to be used to associate logically related assignments. Tasks added to the assignment will default to this release.
- Select <Default> to associate the task with the default release for the currently selected assignment. If the assignment has a default release, this is the default selection.
- Select <Selected Tasks> to select the release of the selected tasks or component versions.
- Select <Release View> to open the release in the Release view.
- Select <Filtered> to select any release from the filtered list.
- Optionally, to filter the list of releases, click Filter to open the Releases Filter dialog box and enter criteria to filter the release list.
- Optionally, click <New>, if desired, to add a new release.
- Select <None> to not relate assignments to a release.
Warning
Important
- All the above prefixes are displayed only if they are applicable to the release.
- An assignment can have tasks in different releases.
- In the Release list, the <New>, <Default>, <Selected Tasks>, <Release View>, and <Filtered> fields contain a prefix, release ID, and release description as shown in the following example:
  <Filtered> APPP000001 description
Optionally, when using the icon in the Tasks view or the Assignment view to create a new task or when adding a task to an assignment from a Code Pipeline project, select the Checkout check box to check the task out.
Click OK. The Assignment view appears if the new task is added to an assignment, while the Tasks view appears if the new task is added from the Tasks view.
Warning
Important
- If a new assignment container was created, the selected assignment container is added to the Assignment list in the Assignment view as the current active assignment.
- When adding a task to an assignment or adding a task to an assignment with checkout, if multiple versions of a component exist in the Code Pipeline repository, the Component Versions dialog box appears so the user can select the version to check out.
If the Add to Assignment action was performed, the task can then be checked out. The Checkout action can be performed from any view that support tasks.
Right-click a task and select Checkout; this will either check out the task or present the Component Versions dialog box to select the level to check out from. Click OK and the task will be checked out.

To add multiple tasks to an assignment at the same time

Select two or more tasks in the Repository Explorer View, Release View, Tasks View, Assignment View, Impacts View, Components View, Set View, Component Versions View, or Containers View, and click Add to Assignment. The Add Tasks to Assignment dialog is displayed.
Select the required values in the following fields:
1. Assignment: From the Assignment list, select the name of the assignment that contains or will contain this task. If Code Pipeline can determine the assignment based on the context, this field will be prepopulated; even so, the assignment can be changed, if desired. Optionally, do any of the following to select the assignment:
  - Click <New> to select the newly created assignment.
  - Click <Assignment View> to open the active assignment in the Assignment view.
  - Click <Selected Tasks> to select the assignment of the selected tasks or component versions.
  - Click <Filtered> to select any assignment from the filtered list.
  - Click Filter to open the assignments filter dialog box and enter criteria to filter the Assignment list.
  - Click New to add a new assignment.
  - Filter-the-Containers-View
    Warning
    Important
    All the above prefixes are displayed only if they apply to the assignment.
    In the Assignment list, the <New>, <Assignment View>, <Selected Tasks>, and <Filtered> fields contain a prefix, assignment ID, and assignment description as shown in the following example:
    <Filtered> APPP000001 description
2. Path: Select the desired checkout path or signout level from the list of available options.
3. Action code: From the Action code list, select the appropriate action:
  - Normal: Simply creates the new task or add the task to an assignment with no other actions.
  - Compile: only - Adds the component for compile only, without going through the rest of the change cycle process. The Component Versions dialog box is displayed for informational purpose only during checkout.
  - Delete Prod Source: Deletes the production-level source and executables from the production environment.
  - Add from history: Indicates that a historical version (for example, -1 or -2) of a component is requested for checkout
4. Release: From the Release list, select the release to be used to associate logically related assignments. Tasks added to the assignment will default to this release.
  - Select <Selected Tasks> to select the release of the selected tasks or component versions.
  - Select <Release View> to open the release in the Release view.
  - Optionally, to filter the list of releases, click Filter to open the Releases Filter dialog box and enter criteria to filter the release list.
  - Optionally, click <New>, if desired, to add a new release.
  - Select <None> to not relate assignments to a release.
    Warning
    Important
    All the above prefixes are displayed only if they are applicable to the release.
    An assignment can have tasks in different releases.
    In the Release list, the <New>, <Default>, <Selected Tasks>, <Release View>, and <Filtered> fields contain a prefix, release ID, and release description as shown in the following example:
    <Filtered> APPP000001 description
Select Finish or, if required, select Next to review and modify the options for each task before proceeding to add them to the assignment.
1. In the Add Tasks to Assignment dialog box, click Finish if no changes are required, else, select the task you wish to modify and click on Modify. The Modify Options dialog box is displayed.
2. Select the values as required in the Action Code and Release fields.
  Warning
  Important
  The Task field is read-only.
3. Click OK and then click Finish. The tasks are added to the assignment.

To add multiple tasks to an assignment with checkout

Select two or more tasks in the Repository Explorer View, Release View, Tasks View, Assignment View, Impacts View, Components View, Set View, Component Versions View, or Containers View, and click Add to Assignment with Check Out. The Add Tasks to Assignment dialog is displayed.
Select the required values in the following fields:
1. Assignment: From the Assignment list, select the name of the assignment that contains or will contain this task. If Code Pipeline can determine the assignment based on the context, this field will be prepopulated; even so, the assignment can be changed, if desired. Optionally, do any of the following to select the assignment:
  - Click <New> to select the newly created assignment.
  - Click <Assignment View> to open the active assignment in the Assignment view.
  - Click <Selected Tasks> to select the assignment of the selected tasks or component versions.
  - Click <Filtered> to select any assignment from the filtered list.
  - Click Filter to open the assignments filter dialog box and enter criteria to filter the Assignment list.
  - Click New to add a new assignment.
  - Filter-the-Containers-View
    Warning
    Important
    All the above prefixes are displayed only if they apply to the assignment.
    In the Assignment list, the <New>, <Assignment View>, <Selected Tasks>, and <Filtered> fields contain a prefix, assignment ID, and assignment description as shown in the following example:
    <Filtered> APPP000001 description
2. Path: Select the desired checkout path or signout level from the list of available options.
3. Action code: From the Action code list, select the appropriate action:
  - Normal: Simply creates the new task or add the task to an assignment with no other actions.
  - Compile: only - Adds the component for compile only, without going through the rest of the change cycle process. The Component Versions dialog box is displayed for informational purpose only during checkout.
  - Delete Prod Source: Deletes the production-level source and executables from the production environment.
  - Add from history: Indicates that a historical version (for example, -1 or -2) of a component is requested for checkout
4. Release: From the Release list, select the release to be used to associate logically related assignments. Tasks added to the assignment will default to this release.
  - Select <Selected Tasks> to select the release of the selected tasks or component versions.
  - Select <Release View> to open the release in the Release view.
  - Optionally, to filter the list of releases, click Filter to open the Releases Filter dialog box and enter criteria to filter the release list.
  - Optionally, click <New>, if desired, to add a new release.
  - Select <None> to not relate assignments to a release.
    Warning
    Important
    All the above prefixes are displayed only if they are applicable to the release.
    An assignment can have tasks in different releases.
    In the Release list, the <New>, <Default>, <Selected Tasks>, <Release View>, and <Filtered> fields contain a prefix, release ID, and release description as shown in the following example:
    <Filtered> APPP000001 description
In the Component versions to checkout:
- Use the latest version of each component: Select this option if you prefer to check out the available latest version of each component.
- Use production versions: Select this option if you prefer to check out the production version of the component.
  After selecting any of your preferred options, select Finish or, if required, click Next to select the different base version for each task, or to modify the checkout options. The Add Tasks to Assignment dialog box is displayed.
  - In the other versions of the selected task:
    - Select the base version of the task for check out, select Use Version, and click Finish.
    - Select the task you wish to modify and click Modify. The Modify Options dialog box is displayed.
      - Select the values as required in the Action Code and Release fields.
      - Click OK and then click Finish. The tasks added to the assignment are checked out.

The Add to Assignment Results dialog box shows the number of tasks added to the assignment and gives the reason for any tasks that could not be successfully checked out. The Tasks view appears if the Assignment view isn't the active view.

To delete multiple tasks from an assignment at the same time

In a view that support tasks (with the exception of the Set view), select the tasks to be deleted from the assignment.
Right-click and select Delete. A message asks for confirmation of the deletion.
Click OK. The selected tasks are deleted from the assignment.