Creating a folder

About this task

You can use Rational Synergy to group tasks into folders. This means you can build folders that group sets of compatible tasks for use together. An example of compatible tasks is a grouping for a release or a milestone within a release. A folder created to group tasks for a milestone in a release might be called All integration testing tasks for Langley web client Beta. A build manager can use such a folder to build a reusable Beta version of the Langley web client.

Folders are part of the basis for how a project is updated.

Procedure

  1. In the Task menu, point to New and choose Folder.

    The Create Folder dialog box appears.

  2. Type a description of the folder.

    If you leave this blank, the description will be filled in using the specified query values. For example, if you set With Resolver to bob, In State to task_assigned, and For Release to CM/1.0, the Description will read bob’s Assigned Tasks for Release CM/1.0.

  3. Specify which users will be able to use this folder. Your choices include Build Managers, Everyone, Owner, or No one. The default is Build Managers.
  4. Specify whether to add tasks to the folder with a query or manually by clicking the appropriate button. The default is Manually.
  5. If the folder will use a query, enter the query that will gather tasks to populate the folder.

    If you want to use an existing query, click Copy Query and select an existing query to use.

    For detailed information on building a custom query, see Customizing a query.

  6. Create the folder by clicking OK.

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