When a task is related to other
TeamForge items such as documents, tracker artifacts,
file releases, integrated application objects, or news items, you can connect the document
to the other item by creating an association.
Creating associations between items helps you define relationships, track
dependencies, and enforce work flow rules. Some example uses for task associations
include:
- Associating tasks with a master document describing the project, such as a
project plan.
- Associating a task with the deliverables it requires, such as a requirements
document, completed code, or a file release.
- Associating a task with a related object in the integrated application.
- Associating a task with items on which it is dependent, such as closed tracker
artifacts.
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Click TASKS in the project navigation bar.
-
On the Task Summary page, find the task folder containing
the task to which you want to add an association, and click the task name.
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On the
View
Task Details page, click the
ASSOCIATIONS
tab.
-
Click Add.
-
In the Add Association Wizard window, select the items
with which you want to associate the artifact:
- ENTER ITEM ID - If you know the item's ID, you
can enter it directly.
Note:
- To associate an object in an integrated application from
within TeamForge, use the
[<prefix_objectid>] format.
Successful associations appear hyperlinked.
- Each integrated application displays its prefix on moving
the mouse over the application name in the tool bar.
- ADD FROM RECENTLY VIEWED - Select one of the last
ten items you looked at during this session.
- ADD FROM RECENTLY EDITED - Select one of the last
ten items you changed.
-
Click Next.
-
You may add a comment in the ASSOCIATION COMMENT text
box.
-
Save your work.
- Click Finish and Add Another to add additional
associations.
- Click Finish to return to the
Details page.
Note: When an association is added to or removed from TeamForge
objects such as tracker artifacts, tasks, documents, discussions, and file releases,
a notification mail is sent to users monitoring these objects.
An option is
provided at site level and user level to make sure whether the notification mail
has to be sent or not. For more information on this, see Configure your site's settings.
-
Click the Associations tab to view a graphical
representation of all the associated items.
Through the Association Viewer, you can choose to view associations in the
form of a list or flip over to the Trace view to explore the layers of
associations (including parent/child dependencies) laid out in a timeline. You
can scroll across the Trace view by dragging the mouse over the association
layer or use the 'Previous' and 'Next' arrows to view all the objects as events
in a timeline.
While the Associations tab shows the count of the total number
of associations, you can only view the most recent 500 associations when you
click the Associations tab in case the artifact has more than 500
associations. You can, however, browse through the Association Viewer to
view older associations.
You can click on each node on the graphical
association viewer to filter and display the associated items in the table
below the association viewer thus matching the number of associations
provided on the selected node. For example, if the node that you select for
filtering is having two associations on it, the table displays the two
associated items as a result of the filtering process.