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Create Tasks

As a team member, you can create and manage tasks from the following pages:

Create Tasks from the Sprint Backlog & Charts Page

If the user story or issue is assigned to a sprint, you can create a task on the Sprint Backlog & Charts page.

Follow these steps:

  1. Click Agile, and from Sprint Tracking, click Sprint Backlog & Charts.
  2. Select the user story or issue for which you want to create a task.
  3. Click New Task.
  4. Complete the required information.
  5. Save your changes.

Note: To edit or delete a task, from the Sprint Backlog & Charts page, expand the user story, select the task, and click Details or Delete.

Create Tasks from the Kanban Backlog & Charts Page

If the user story or issue is assigned to a Kanban Board, you can create a task on the Kanban Backlog & Charts page.

Follow these steps:

  1. Click Agile, and from Kanban Tracking, click Kanban Backlog & Charts.
  2. Select the user story or issue for which you want to create a task.
  3. Click New Task.
  4. Complete the required information.
  5. Save your changes.

Note: To edit or delete a task, from the Kanban Backlog & Charts page, expand the user story, select the task, and click Details or Delete.

Create Tasks from the User Story Details Page

You can create tasks from the User Story Details page.

Follow these steps:

  1. Click Agile, and from Planning, click Backlog.
  2. Select the product name from the Product drop-down list.
  3. Click Details for the user story for which you want to create a task.
  4. Click New Task.
  5. Complete the required information. The following fields require explanation:
    Estimated Hours

    Defines the number of hours that are estimated to complete the task and includes hours that are already logged for the task.

    Hours Worked

    Displays the total hours that are logged for the task.

  6. Save your changes.

Note: To edit or delete a task, from the User Story Details page, select the task, and click Details or Delete.

Create Tasks on the Virtual Wall

You can create new tasks on the Virtual Wall while managing the assigned tasks.

Follow these steps:

  1. Click Agile, and from Sprint Tracking, click Virtual Wall.
  2. Select the product, release, and sprint from the drop-down lists.

    The Virtual Wall shows task cards for different user stories for the selected sprint.

  3. Click New Task for the user story to which you want to add a task.
  4. Complete the required information.
  5. Save your changes.

    A new task card is added to the user story.

Note: To edit a task, from the virtual wall, click the task name on the task card, and edit. If you want to delete, click the task name on the task card, and click Delete.

Copy Tasks

You can select a group of tasks and copy them to other user stories or issues.

Follow these steps:

  1. Click Agile, and from Planning, click Backlog.
  2. Select the product name from the Product drop-down list.
  3. Click Details for the user story from which you want to copy tasks.
  4. Select the tasks you want to copy.
  5. Click Copy Tasks.
  6. Select the user stories or issues to which you want to copy tasks.
  7. Save your changes.

Note: The copied tasks include the custom field values, but the worklogs are not copied.