Turning Tickets Into Tasks (new)

[We said this should live in waterfall category, and be shortcutted in card wall cat.]

This how-to article will help [user types] to [do this thing that the feature does] using the [interface]. The user must have the [permission settings] in [interface].

Overview

[Briefly describe why they would want to do this.] This can be done on both waterfall and card wall plans, though the steps are slightly different in each.

When a task is converted from a ticket, the ticket's status will be updated based on the task's status. When the task is completed, the associated ticket will also be updated.

Impact of Converting a Ticket to a Task

A ticket will lose some functionality when it is converted to a task.

You will no longer be able to:

  • Change the start and end dates
  • Change the estimated hours
  • Reassign or remove a workflow
  • Change the classification
  • Change the status
  • Set it as a child of another ticket
  • Move it to a different application
  • Convert it to a project or project request

[True?] Some of these settings can instead be performed from the task.

Turning a Ticket Into a Task on a Waterfall Plan

To turn a ticket to a waterfall plan task:

  1. In TDNext, open the Projects/Workspaces application.
  2. Click on a project title in the left navigation, then click Plans in the child menu.
  3. Click the Title of the desired waterfall plan.
  4. Check Out the plan by clicking the Check Out padlock below the search field.
  5. Click the Convert Tickets button (tag icon) in the toolbar.
  6. Select the Ticketing application that contains the ticket(s) you want to add.
  7. In the ticket list, click the check box beside each ticket you want to add to the plan.
  8. Click the Convert to Task button.
  9. The tickets will now appear as rows in the project plan. They can be identified by the ticket icon next to each in the Status column. Click the icon to view the ticket details.
  10. Click the Check In button to finish editing and update the original ticket.
    Note: Until you check the plan in, the original ticket will not reflect that it has been converted to a task.

If the date of the original ticket falls outside of the project plan dates, this will automatically be updated to fit within the plan dates. This can be updated in the project plan.

Turning a Ticket Into a Task on a Card Wall Plan

To turn a ticket to a card wall plan task:

  1. In TDNext, open the Projects/Workspaces application.
  2. Click on a project title in the left navigation, then click Plans in the child menu.
  3. Click the Title of the desired card wall plan.
  4. At the top of one of the card wall lists, click the three dot menu button and select Convert Tickets.
  5. Select the Ticketing application that contains the ticket(s) you want to add.
  6. In the ticket list, click the check box beside each ticket you want to add to the plan.
  7. Click the Convert to Task button.
  8. The tickets will now appear as task cards in the list. They can be identified by the ticket icon at the bottom of the card. Click the icon to view the ticket details.

Gotchas & Pitfalls

[This is not a requirement in How To articles, but if there are any common issues or implementation mistakes related to performing the described steps, they should be included here.]

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Examples

[Examples are not required but have a look around the knowledge base to see if examples exist for this. ]

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