Relating tasks to a sprint or a phase and unrelating

The Project Manager of the project, Project Masters, Portfolio/Program manager of the parent portfolio/program, Portfolio Masters, and Project Managers with write access in the project, can relate tasks in the backlog of the project ('Backlog' status tasks) to sprints ('Agile' projects) or phases ('Phased' projects). Likewise, you can unrelate tasks from the sprints ('Agile' projects) or phases ('Phased' projects), and return the tasks to the backlog of the project ('Backlog' status).

Predecessor and successor relationships are deleted automatically when a task is unrelated to sprint and phase.

Relating tasks to sprint or phase viewing a project

Log in to the Portfolio Management application
Navigate to Workspaces > Projects.
To open a project on the Projects workspace, click the required project ID.
On the project details page, go to Tasks in the Backlog tab.
Select the task (or tasks) of the list that you want to relate to and click the 'Relate Sprint' (Agile project) or 'Relate Phase' (Phased project) button.
A blade page is opened with the list of sprints (Agile project) or phases (Phased project) of the project.
Select the sprint of the list and click Select.
The task is (or tasks are) related to the sprint (Agile project) or phase (Phased project) selected and the status task is (or tasks are) updated to:
- Selected for Sprint: if the status sprint is Plan/Prepare or New.
- Selected for Phase: if the status phase is Staged.
- To Do: if sprint is In Progress or phase is Active.

Unrelating tasks from sprint or phase viewing a project

Log in to the Portfolio Management application
Navigate to Workspaces > Projects.
To open a project on the Projects workspace, click the required project ID.
On the project details page, go to the Tasks in Sprints tab (Agile project) or Tasks in Phases tab (Phased project).
Select the task (or tasks) which you want to unrelate and click Unrelated Tasks.
A confirmation dialogue window is shown, click Yes.
The status task is updated (or tasks are updated) to Backlog automatically and the task is unrelated (or tasks are unrelated) from the sprint (Agile project) or from phase (Phased project).

Relating tasks to sprint or phase viewing a sprint or phase

Log in to the Portfolio Management application
Navigate to Workspaces > Projects.
To open a project on the Projects workspace, click the required project ID.
On the project details page, go to the Sprints tab (Agile project) or Phases tab (Phased project) and click the required sprint ID or phase ID of the list.
On the sprint or phase details page, go to the Tasks tab and click the 'Relate Tasks' button.
A blade page is opened with the list of tasks in the 'Backlog' status of the project.
Select the task or tasks you want to relate to the sprint or phase, and click 'Select'.
The task is (or tasks are) related to the sprint (Agile project) or phase (Phased project) selected and the status task is (or tasks are) updated to:
- Selected for Sprint: if the status sprint is Plan/Prepare or New.
- Selected for Phase: if the status phase is Staged.
- To Do: if sprint is In Progress or phase is Active.

Unrelating tasks from sprint or phase viewing a sprint or phase

Log in to the Portfolio Management application
Navigate to Workspaces > Projects.
To open a project on the Projects workspace, click the required project ID.
On the project details page, go to the Sprints tab (Agile project) or Phases tab (Phased project) and click the required sprint ID or phase ID of the list.
On the sprint or phase details page, go to the Tasks tab.
Select the task (or tasks) which you want to unrelate and click Unrelated Tasks.
The confirmation dialogue window is shown, click Yes.
The status task is updated (or tasks are updated) to Backlog automatically and the task is unrelated (or tasks are unrelated) from the sprint (Agile project) or from phase (Phased project).

Relating a task to sprint or phase viewing a task

Log in to the Portfolio Management application
Open the task in the backlog which you want to modify, in two ways:
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID. Go to Tasks in the Backlog tab and click the required task ID.
- Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID in the 'Backlog' status.
On the task details page, click the 'Relate to Sprint' (Agile project) or 'Relate to Phase' (Phased project) button.
A blade page is opened with the list of sprints (Agile project) or a list of phases (Phased project) of the project.
Select the sprint (Agile project) or select the phase (Phased project) to which you want to relate the task, and click Select.
The task is related to the sprint (Agile project) or phase (Phased project) selected and the status task is updated to:
- Selected for Sprint: if the status sprint is Plan/Prepare or New.
- Selected for Phase: if the status phase is Staged.
- To Do: if sprint is In Progress or phase is Active.

The unrelating task from sprint or phase viewing a task

Log in to the Portfolio Management application
Open the task which you want to unrelate, in two ways:
- Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID. Go to the Tasks in Sprints tab (Agile project) or Tasks in Phases tab (Phased project), and click the required task ID.
- Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID related to a sprint or phase.
On the task details header page, click the Unrelate from Sprint (Agile project) or Unrelate from Phase (Phased project) button.
The confirmation dialogue window is shown, click Yes.
The status task is updated to Backlog automatically and the task is unrelated to the sprint (Agile project) or from the phase (Phased project).