Transforming tasks to subtasks and releasing

The following users can transform a task in the backlog into a subtask within another task in the backlog:

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 transform a task into a subtask within another task related to the same sprint or phase.

Tasks with subtasks or tasks closed (Done or Cancelled status) are not allowed to transform into subtasks.

The above mentioned users can also release a subtask being related directly to the sprint or phase of the parent task, or related directly to the project if the parent task is in 'Backlog' or is a global task.

To transform a task in the backlog to subtask

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 of the list that you want to transform to subtask and click Transform to Subtask. A blade page is opened with the list of the rest of the tasks in Backlog status.
Select the parent task of the list and click Select. The task is related as a subtask within the parent task selected.

To transform a task in sprint or phase to subtask

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, open the task that you want to transform to the subtask, in following ways:
- go to the Tasks in Sprints tab (Agile project) or Tasks in Phases tab (Phased project)
- go to the Sprints tab (Agile project) or Phases tab (Phased project) and click the required sprint ID or phase ID of the list and go to Tasks tab.
Select the task that you want to transform to subtask in the list and click Transform to Subtask. A blade page is opened with the list of the rest of the tasks in the sprint or phase.
Select the parent task of the list and click Select. The task is related as a subtask within the parent task selected.

To transform a global task to subtask

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 Global Tasks tab.
Select the task of the list that you want to transform to subtask and click Transform to Subtask. A blade page is opened with the list of the rest of the global tasks.
Select the parent task of the list and click Select. The task is related as a subtask within the parent task selected.

To transform a task to subtask by viewing the task

Log in to the Portfolio Management application.
Open the task that you want to transform to the subtask, 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 Transform to Subtask.
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 in Backlog status if the task is in Backlog status, or rest of the global tasks if the task is a global task.
Select the parent task of the list and click Select. The task is related as a subtask within the parent task selected.

To release a subtask viewing parent task

Log in to the Portfolio Management application.
Open the task which contains the subtask 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.
Go to the Subtasks tab.
Select the subtask of the list that you want to release and click Release Subtask. Now the subtask is a task being related directly to the sprint or phase of the parent task.