Moving to backlog a global task
The Project Manager of the project, Portfolio/Program Manager of the parent portfolio/program, Project Masters, Portfolio Masters and Project Managers with write access to the project, can move global tasks to the backlog of the project ('Backlog' status).
To move a global task to backlog from the 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 Global Tasks tab.
- Select the task or tasks of the list that you want to move to 'Backlog' status and click the Move to Backlog button.
- The confirmation dialogue window is shown, click Yes.
- Tasks selected are updated to Backlog status.
To move a global to backlog task from the 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 the Global Tasks 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 global task ID.
- On the task header page, click the 'Move to Backlog' button.
- The confirmation dialogue window is shown, click Yes.
- The task is updated to Backlog status.
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