How to relate a Change Request to a Task

Settings

The steps described below are the ones when the Enable Work Items Home Page Charts option is enabled by the Administrator in the System Settings workspace, Work Management Settings folder, Global Options tab.

  1. Log in to the HTML5 client.

  2. Select:

    1. The Work workspace, Work Items tab, if you want to modify a Change Request related to a Project.

      Then select a Project in the Project Data Selector.

    2. The Portfolio Work Management workspace, Work Items tab, if you want to modify a Change Request related to a Portfolio.

      Then select a Portfolio Folder in the Data Selector.

  3. Click on the number of open Change Requests in the upper right corner of the Change Requests Chart section to open the Work Item full screen view, Inbox tab.

  4. Select a Change Request in the Work Items List panel.

  5. In the Work Item Details view, select a task in the Related Task field if you want to relate the Change Request to a task. In doing so, the Change Request will be available in the Gantt side panel.

    Note

    This field is only available if you create a Change Request related to a Project.

  6. Click on the (search_clear22_md.png) button to close the full screen view.