How to use Master and Subtasks & How to Copy an Issue

1. How to use Master and Subtasks & How to Copy an Issue

2. Scenarios list

3. Master-subtask scenario We’ll start with the Master-Subtask scenario: In this example, a new application that needs to be installed on a virtual server as well as a database that needs to be created for the application on an sql server. You have already created your ticket in Footprints, so click on the ‘details’ option to bring it up for creating the Subtasks

4. Creating the subtask Click the “Subtask” option in the menu at the top of the screen.

5. Creating the subtask 2 This brings up a submenu for creating your subtask. Clicking this creates a copy of your issue.

6. Creating the subtask 3 Here the brief description gets updated. The correct team gets assigned, Removing the initial team, since they own the Master ticket. Click “Save”

7. Creating a secondary subtask You would go thru the same steps to add the second subtask, updating the brief description and assignees.

8. Related issues on Master ticket If you go back into your original ticket, you will now see a tab labeled “Related Issues”, you can see the subtasks listed here. If your subtasks need to be done in a specific order you can sequence them here.

9. Homescreen with master and subtask You can see the difference between master and subtasks on the home screen. A subtask will have a “-” beside the number. A master will have “+” beside the number.

10. Both subtasks get completed and closed. Closed subtasks

11. Subtask closure email Once both of your subtasks are closed, Footprints will send you an email telling you they are completed. You can now continue working on the master issue until complete.

12. Copy Ticket Scenario • Scenario #2: You have an issue you have worked on, everything your team needs to • do is completed, but another team needs to do something before all is ready for • the customer, in this case, you would make a copy of the issue and assign it to the • new team, then close the issue for your team. • For this example, we’ll use the decommissioning of a desktop computer, the user • has left and the machine is no longer needed. In details view, select “Copy/Move” from the menu list at the top.

13. Creating copy The menu will change, select “Copy in this Workspace”

14. Copy in edit mode You will notice the new issue is open in “Edit” mode. Notice the link to the original issue. Update the description.

15. Assignees Tab for Copy Go to the “Assignees and Notifications” tab. Remove your team and add the new one. Click “Save”

16. Update original description Go back to your original issue, click “edit” and update the description field.

17. Closing original Change the Status to “closed” and the Resolution Code to “Completed” Update the amount of time spend working on the issue. Then click “Save” to close.

18. Homescreen with Original and Copy You will notice even though you closed your issue, the copy is still open and ready to be worked by the next team. Using these methods, every team gets credit in the metric reporting for the amount of work they do.

19. If you have any questions about master and subtasks or copying issues, please contact support.footprints@maine.gov