Setting Predecessors and Successors in a task

The following users can set the tasks for predecessors and successors in the task:

• Task member of the project team
• Project manager of the project
• Portfolio/Program manager of the portfolio/program
• Portfolio/Project masters
• Project manager with additional write access to the project

The predecessor's and successor's tasks are related to the same sprint or phase. In the case of subtasks, the predecessor's and successor's tasks are related to the same parent task. 

Tasks in Backlog status or closed tasks (Done or Cancelled status), are not allowed to set predecessor's and successor's tasks. 

Predecessors and successors relationships are deleted automatically when a task is unrelated to sprint and phase.

To set a predecessor in a task

1. Log in to the Portfolio Management application
2. Open the task in which you want to set predecessor tasks, in different ways:
   1. Navigate to Workspace > Projects and open a project on the Projects workspace by clicking the required project ID.
      
      • If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
      • Otherwise, go to the Global Tasks tab, and click on the required task ID.
   2. Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
3. On the task details page, go to the Predecessors and Successors tab, and click the '< New Dependency' button.
4. A blade page is opened with the list of the rest of the tasks related to the sprint or phase if the task is related to the sprint or phase, or the rest of the global tasks if the task is a global task.
5. Select the predecessor task of the list and click 'Select'.
6. The predecessor relation is created with the task, and the start date and end date of the task can be updated automatically if the start date is before the end date of the task predecessor.

To set a successor in a task

1. Log in to the Portfolio Management application
2. Open the task in which you want to set predecessor tasks, in different ways:
   1. Navigate to Workspace > Projects and open a project on the Projects workspace by clicking the required project ID.
      
      • If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
      • Otherwise, go to the Global Tasks tab, and click the required task ID.
   2. Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
3. On the task details page, go to the Predecessors and Successors tab, and click the'> New Dependency' button.
4. A blade page is opened with the list of the rest of the tasks related to the sprint or phase if the task is related to the sprint or phase, or the rest of the global tasks if the task is a global task.
5. Select the successor task of the list and click Select.
6. The successor relation is created with the task, and the start date and end date of the successor task can be updated automatically if the start date successor is before the end date of the task.

To delete a predecessor relation in a task

1. Log in to the Portfolio Management application
2. Open the task in which you want to delete a predecessor task, which can be done in different ways:
   1. Navigate to Workspace > Projects and open a project on the Projects workspace by clicking the required project ID.
      
      • If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
      • Otherwise, go to the Global Tasks tab, and click the required task ID.
   2. Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
3. On the task details page, go to the Predecessors and Successors tab.
4. Select the predecessor task from the list of predecessor tasks and click the 'X Dependency' button.
5. The predecessor relation is deleted and the list of predecessor tasks is updated. 

To delete a successor relation in a task

1. Log in to the Portfolio Management application
2. Open the task in which you want to delete a predecessor relation, in different ways:
   1. Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
      
      • If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
      • Otherwise, go to the Global Tasks tab, and click the required task ID.
   2. Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
3. On the task details page, go to the Predecessors and Successors tab.
4. Select the successor task from the list of successor tasks and click the 'X Dependency' button.
5. The successor relation is deleted and the list of successor tasks is updated.