{"id":22058,"date":"2016-01-12T05:31:31","date_gmt":"2016-01-12T13:31:31","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/22058\/linking-tasks-to-requirements-in-topteam\/"},"modified":"2020-04-15T03:24:20","modified_gmt":"2020-04-15T10:24:20","slug":"linking-tasks-to-requirements-in-topteam","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/22058\/linking-tasks-to-requirements-in-topteam\/","title":{"rendered":"Linking tasks to requirements in TopTeam"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p>You can add links between issues\/tasks and requirement records. This can be done using two methods.<\/p>\n<p>This article describes:<\/p>\n<ul>\n<li>How to create tasks\/issues for a requirement record.<\/li>\n<li>How to link existing tasks\/issues to a requirement record.<\/li>\n<\/ul>\n<p>The first option will let you create a new issue\/task and the link will be created automatically between the newly created issue\/task and the requirement record.<br \/>\nThe second option lets you add a link between the existing issue\/task and a requirement record.<\/p>\n<p>You can link tasks to requirements using both <i>TopTeam Desktop App<\/i> and <i>TopTeam Web<\/i>.<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>Tasks or Issues record types must be included in your project that you are working on. Refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/1897\/adding-record-type-to-topteam-project\/\" target=\"_blank\" rel=\"noopener\">How to add a Record Type to a Project<\/a>.<\/li>\n<\/ul>\n<ul>\n<li>You must have required permissions to create Tracking Item\/issues record types such as <i>Tasks, Issues<\/i>, etc. in your project.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">1. Creating and linking a task to a requirement using TopTeam Web<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.1. Open a requirement<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/wpid24869-media_1452257542370-1-1-1-1.png\" alt=\"wpid24869-media_1452257542370-1-1-1-1.png\" width=\"800\" height=\"481\" \/><\/div>\n<div class=\"StepInstructions\">\n<ol>\n<li>Log into <i>TopTeam Web<\/i>. Refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/49337\/logging-into-topteam-web\/\" target=\"_blank\" rel=\"noopener\">Logging into TopTeam Web<\/a>.<\/li>\n<li>After logging in open <i>Repository Explorer<\/i> either from the main menu or link on the home page.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.2. Create and link a task<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/wpid24868-media_1452257211327-1-1-1-1.png\" alt=\"wpid24868-media_1452257211327-1-1-1-1.png\" width=\"800\" height=\"277\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.3. Enter task details and save<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/wpid24870-media_1452257826635-1-1-1-1.png\" alt=\"wpid24870-media_1452257826635-1-1-1-1.png\" width=\"800\" height=\"465\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 1.4. New task has been created and linked to the requirement<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/wpid24871-media_1452257905037-1-1-1-1.png\" alt=\"wpid24871-media_1452257905037-1-1-1-1.png\" width=\"800\" height=\"326\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>&nbsp;<\/p>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">2. Creating and linking a task (new and existing) to a requirement using TopTeam Desktop App<\/h3>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.1. Open a requirement and navigate to its Issues tab<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1530702433734-1-1-1-1.png\" alt=\"media_1530702433734-1-1-1-1.png\" width=\"800\" height=\"352\" \/><\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE<\/strong>: From the <strong>Issues <\/strong>tab it is possible to create new items such as Change Request, Task, Issue, etc. using the <strong>New&#8230; <\/strong>button.<\/p>\n<p>To open <i>Repository Explorer<\/i>, you can use any one of these methods:<\/p>\n<ol>\n<li>From Home screen, click <i>Go to Repository Explorer<\/i><\/li>\n<li>Go to <i>TopTeam <\/i>main menu &gt; <i>Repository<\/i> &gt; <i>Repository Explorer<\/i><\/li>\n<li>Open <i>How do I?\u00a0 <\/i>(located in the top right corner of the application) and type repository explorer<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.2. Drag-and-drop records into the Add Links window<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/wpid24866-media_1452171206715-1-1-1-1.png\" alt=\"wpid24866-media_1452171206715-1-1-1-1.png\" width=\"800\" height=\"457\" \/><\/div>\n<div class=\"StepInstructions\">\n<p>The above step provides two ways to link a record:<\/p>\n<ol>\n<li>Link an existing issue\/task.<\/li>\n<li>Create a new issue\/task and then link it. For this, a window will open in which you can add <strong>Title<\/strong> and other details (optional) and save it. A new issue\/task will be created and a link will be created with the selected requirement.<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size: 20px;\">Step 2.3. The task has been successfully linked to the requirement<\/h3>\n<div class=\"StepImage\" style=\"margin: 10px 0px;\"><img loading=\"lazy\" decoding=\"async\" style=\"padding: 3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2020\/04\/media_1530702961792-1-1-1-1.png\" alt=\"media_1530702961792-1-1-1-1.png\" width=\"800\" height=\"343\" \/><\/div>\n<\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: April 15th, 2020<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview You can add links between issues\/tasks and requirement records. This can be done using two methods. This article describes: How to create tasks\/issues for a requirement record. How to link existing tasks\/issues to a requirement record. The first option will let you create a new issue\/task and the link will be created automatically between the newly created issue\/task and the requirement record. The second option lets you add a link between the existing issue\/task and a requirement record. You can link tasks to requirements using both TopTeam Desktop App and TopTeam Web. Who should read this? TopTeam Users Prerequisites <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[33],"tags":[286,266],"class_list":["post-22058","post","type-post","status-publish","format-standard","hentry","category-requirements","tag-requirements","tag-tasks"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-5JM","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=22058"}],"version-history":[{"count":16,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22058\/revisions"}],"predecessor-version":[{"id":49804,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/22058\/revisions\/49804"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=22058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=22058"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=22058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}