Adding Tasks as References

  1. Log on to PPM.

  2. Open or create a request.

  3. From the Jump To navigation panel, click References.

  4. From the New Reference list, select Task.

  5. Click Add.

    The Add Reference: Task window opens.

  6. Using the fields provided, enter your search criteria.

  7. Click Search.

    The Add Reference: Task window lists the tasks that match your search criteria.

    Note: "Related to this Task" is the only relationship that can exist between requests and tasks.

  8. In the Select Task to View section, select the checkboxes for the tasks that you want to add as references to the open request.

  9. Click Add.

    On the detail page for the request, the References to be added on Save field now list the selected task(s).

  10. Click Save.

In the References section of the request detail page, the Tasks section lists the task(s) you added.