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Customizing a Storyboard

This feature is available in Catalyst, Enterprise, and Ultimate editions.

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Overview

The look and feel of each Storyboard can be completely customized in the manner that works best for your project team. This allows teams who follow the traditional Agile approach to peacefully coexist with teams on other projects who follow more hybrid approaches (e.g., Kanban, Scrumban, etc.).

To customize a Storyboard, your project role must be "Project Lead" or higher.

Steps

  1. Select Team > Iteration Tracking (or Sprint Tracking) > Storyboard.

  2. In the top right corner of the page, click on the wrench icon, and then select Customize. The Customize Storyboard window opens.

    StorycardCustomize.png

  3. Click on the Board Options tab, select from these customization options, and then click Save.

    Option

    Description

    Column by

    By default, Storyboards use Status as the measure of progress.

    • Cycle Start/Cycle End
      Used in the Workitem Cycle Time report and to define card aging. Note that the selected end of the cycle represents the first column that is beyond the cycle, so cards sitting in the end column are no longer considered within the cycle. Cycle aging is visible on any card that has reached the cycle by hovering over the time indicator on the card.

    • Threshold (Days)
      Set the maximum total number of days an item is expected be in a column and/or in the defined cycle. A warning highlight display on the card when the card's time reaches 75% of the threshold value. A violation highlight displays for any card that reaches the threshold. Cycle warnings and violations do not display for cards that have moved outside of the defined cycle. Time is calculated as a running clock, so an item that moves out of and then back into the column or cycle will continue to accumulate time where it left off previously.

    • WIP Limit
      Specify a Work-In-Progress (WIP) limit for individual columns or groups of columns. Note that the system highlights cases where the number of items exceeds the column's limit. User-applied filters do not impact the WIP limits (which are always applied against the total number of items under the selected project). All columns displayed within the group's boundaries count against the group's WIP limit. This can include a column that is not explicitly configured as part of the group within the customize view, but display on the board between the group's start and end columns as the result of a difference in a lower level project workspace.

    You can add new columns by adding a new List Value to the Status list type and then enabling that value for use in this project in the Project Workspace settings on the Display Fields page. You can also select a different drop-down field for your board columns to view cards by a different angle. 

    Group by

    Groups the horizontal swim lanes by the attribute selected.

    Dot Colors

    Displays color dots on story cards. Select any field to use for dot coloring.

    • Hover over a dot to see the value. Refer to the Story Card Dot Color Order Chart to see the color order of colors. Note that the story ID color indicates the asset type: backlog item (green), Defect (red) or Test Set (blue).

    Policies

    Define specific project team policies to remind board users of the agreed upon rules and definitions. You can use policies to specify entrance or exit criteria for board columns, daily review times, and other team norms that are helpful to keep close at hand.

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