On this page:

Creating an issue

You can create three types of issue, depending on the relationship with the original issue.

Copy and Paste

You can duplicate a source issue, or a source issue and all its subordinate issues.

To create from the contextual menu

Right-click on the issue you want to duplicate.
Select Copy & Paste ⇒ This issue or This issue and all child issues.

To create from the operations toolbar

Select the issue you want to duplicate.
Select Add ⇒ This issue or This issue and all child issues on the operations toolbar.

Successor issues

This is when an issue is created with the original issue set as a predecessor issue.

The process is as follows:

A dependency line is drawn from the issue of the selected node.
The next business day after the planned finish date in the selected node of the issue is set as the planned start date of the new issue.

Creating a successor issue from the contextual menu.

Right-click the issue you want to make the predecessor issue.
Select Add ⇒ Successor issue... ⇒ Select the type of issue to be created.

Child issues

This is when a selected type of issue is created with the original issue set as a child issue.

In the sub-menu ...

If you select Issue, the original issue is duplicated as the selected issue type.
If you select Template or Shared template, all issues subordinate to the selected template are duplicated.

To create from the contextual menu

Right-click the task you want to be a parent.
Select Add ⇒ (Child) issue ⇒ Select the type of issue to be created.

To create from the operations toolbar

Select the task you want to be a parent.
Select Add ⇒ Select the type of issue to be created on the toolbar.

To create from the issue navigator screen

Display the issue navigator screen of the issue you want to be a parent.
Select ○○ Create on the toolbar or ○○ Create in the WBS Gantt-Chart section.

These menus or links may be hidden by (project) administrator.

Creating an issue from an issue template

Changing an issue name on an issue template

When Template or Shared Template is selected, you can replace “$” in the issue name (under Template) with a name of your choice.

Adjusting the planned dates of an issue template

If you select Template or Shared template to create an issue, the planned start date is adjusted in the issue template according to the planned start date set in the original issue.

If a planned start date is not set in the original issue, the planned date is adjusted according to the date of creation of the issue. However, the creation date of the issue is the only date that can be set as the planned start date.

Fields configured when issues are created

When issues are created values are set according to the following criteria:

System fields are copied from the original issues
- Set default values are related to workflow (for example, status, resolution)
Custom fields are not copied
- Planned dates are copied from the original issues

Deleting an issue

To delete from the contextual menu

Right-click on the issue you want to delete.
Delete ... ⇒ Select This issue, or This issue and all child issues.
Select Yes in the delete confirmation dialog.

To delete from the operations bar

Select the issue you want to delete
Delete on the toolbar ⇒ Select This issue, or This issue and all child issues.
Select Yes in the delete confirmation dialog.

If you select This issue and delete an issue with a subordinate issue, the subordinate issue will not be displayed. Please reload WBS Gantt-Chart to see it again.

Issues displayed in gray font (displayed in order to preserve the hierarchy structure) cannot be deleted.

Changing the structure of an issue

To change the structure with drag-and-drop

You can arbitrarily change the structure of an issue by rearranging it using drag-and-drop.

To change the structure through the operations bar

The process is as follows:

Select the task you want to change
Click Edit on the operations bar
Select Indent or Outdent
Indent changes the hierarchy down one step (i.e. it makes an issue the child of the one above it). Outdent is the reverse of this. It changes the hierarchy up one step.

To change the structure with keyboard shortcuts

Select the task you want to change
To Indent (changes hierarchy down one step), press Alt + → (Alt + Shift + → for Mozilla-based browsers).
To Outdent (changes hierarchy up one step), press Alt + ← (Alt + Shift + ← for Mozilla-based browsers).

Note

The hierarchy link and fix version changes according to the changes you make and where you move the issue.

Target	Hierarchy link	Fix version
Project	Cancels all	Deletes all
Version	Cancels all	Changes to version of dropped-on issue
Issue	Changes to issue which is dropped on	Changes to fix version of dropped-on issue

If the dragged issue has several fix versions, the existing fix versions are deleted, and the fix version of the dropped-on issue is selected.

Drag and drop is not possible under the following circumstances:

When a hierarchy link cannot be formed by the combination;
When a dragged issue or dropped-on issue cannot be edited;
When a dragged issue has a dependent issue which is a parent or a child of the dropped-on issue.

If you have any questions please feel free to ask a member of the Ricksoft community!

Browser not supported