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Adding/Creating a Story

This feature is available in all editions.



Learn how to add a story/backlog in a grid, on the story/backlog item details page, in the Asset Tray, or by importing from a an Excel spreadsheet.

What is a story/backlog item?

A story, also called a Backlog Item, is a lifecycle system asset that generally represents a requirement, feature, or unit of business value that can be estimated and tested, but may also encompass non-functional requirements and defects.

Option 1. Inline in Any Grid

Choose this option to quickly add empty rows to any grid.

  1. Click Add Backlog Item Inline to the right of the grid.

  2. When the new row displays, type the details in the available fields, and then click Save.

Option 2. Using the Story Details Page

The story details page provides additional fields and allows you to enter more detailed information about the story.

  1. Click Add Backlog Item to the right of the grid.

  2. When the Story Details window opens, type in the appropriate fields, and then click Save.

Option 3. In the Sidebar

  1. Click on the plus icon in the sidebar.
  2. Select the type of asset you want to add.

  3. Enter the asset details, and then click Save.

The Asset Tray was replaced by a static Sidebar in the Summer 2017 (17.2) release. Prior releases still display the Asset Tray.

  1. Click the  icon in the Sidebar, and then click Add New... > Story.

  2. When the Add Story window opens, enter the details in the appropriate fields, and then click Save.

You can also add defects, requests, issues, portfolio items, stories and defects from templates, and regression tests. Simply select the appropriate option from the drop-down list.

Option 4. Import from a Spreadsheet

If your backlog items/defects are in an Excel spreadsheet or if you have a large number of backlog items to add, you can import them into the backlog using the Import feature. For instructions on how to do this, refer to Excel Import.

Option 5. Generate a New Story from a Template

If you have created story/backlog item templates, which are reusable assets that contain pre-defined story details, you can use them as a starting point to create a new story. To learn more, see Creating/Generating a New Story from a Template.