Relating tasks to a sprint or a phase and unrelating

The following users can relate tasks in the backlog of the project (Backlog status tasks) to sprints (Agile projects) or phases (Phased projects):

Project manager of the project
Portfolio/Program manager of the parent portfolio/program
Portfolio/Project masters
Project manager with additional write access to the project

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.

To relate tasks to sprint or phase viewing a project

Log in to the Portfolio Management application.
Navigate to Workspace > 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(s) of the list that you want to relate to and click Relate Sprint (Agile project) or Relate Phase (Phased project). A blade page is opened with the list of sprints (Agile project) or phases (Phased project) of the project.
Select the sprint from the list and click Select.
The task(s) is related to the sprint (Agile project) or phase (Phased project) selected and the status task(s) is updated to:
- Selected for Sprint: if the sprint status is Plan/Prepare or New.
- Selected for Phase: if the phase status is Staged.
- To Do: if sprint status is In Progress or phase status is Active.

To unrelate tasks from sprint or phase viewing a project

Log in to the Portfolio Management application
Navigate to Workspace > 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.
On the confirmation dialogue box, 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).

To relate tasks to sprint or phase viewing a sprint or phase

Log in to the Portfolio Management application
Navigate to Workspace > 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 Relate Tasks. 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 sprint status is Plan/Prepare or New.
- Selected for Phase: if the phase status is Staged.
- To Do: if sprint status is In Progress or phase status is Active.

To unrelate tasks from sprint or phase viewing a sprint or phase

Log in to the Portfolio Management application.
Navigate to Workspace > 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.
On the confirmation dialogue box, 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).

To relate 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 Workspace > 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 Workspace > 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 Relate to Sprint (Agile project) or Relate to Phase (Phased project). A blade page will open 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 sprint status is Plan/Prepare or New.
- Selected for Phase: if the phase status is Staged.
- To Do: if sprint status is In Progress or phase status is Active.

To unrelate 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 Workspace > 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 Workspace > 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.
On the confirmation dialogue box, 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).