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Adding/Creating a Story

This feature is available in all editions.

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Overview 

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?

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 Story Inline to the right of the grid.

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

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 Story to the right of the grid.
    GridAddStory.png

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

Option 3. In the Asset Tray

To view recent changes in the Asset Tray, click on the tab on the left side of the window.

If you can’t seem find an item you just added, just open the Asset Tray to see the list of your most recent changes.

  1. Open the Asset Tray, and then click Add New... > Story.

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

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.

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