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Working With Templates

 

This feature is available in Enterprise and Ultimate editions.

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VersionOne Templates allow you to create and maintain a grid-formatted repository for your common, reusable stories/backlog items or defects. Using this grid, you can:

  • Create and manage story templates

  • Create and manage defect templates

  • Assign common repetitive tasks and tests to existing backlog items

  • Export templates to other projects

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What You Can Do with Templates

Creating Templates

Creating a New Template

  1. Go to Product Planning >Templates.

  2. Click Add Story Template or click Add Defect Template. The Story (Template) or Defect (Template) page opens.

  3. Enter template information into the appropriate fields (required fields are Title and Project).

  4. Click Save. The Templates grid redisplays showing your new template.

Creating a New Story from a Template

When you create a story or defect from a template, the item inherits all the associated tasks and/or tests defined in the template. There are two ways to generate new stories and defects from templates.

Option 1: From the Asset Tray

  1. Open the Asset Tray from anywhere in the system.

  2. Select Add New... Story From Template. The Story Templates grid opens, showing all available templates from which to generate a new story.

  3. Select a template from the list, and then click Generate Story. The Story Details page opens. The newly-created story inherits all details from the template, including the title. The system assigns it a new story ID.

  4. Click Edit and modify the new story as necessary.

  5. Click Save. The new story appears in the project's backlog.

Option 2: From the Templates Grid

  1. Go to Product Planning > Templates.

  2. Select a template from which you want to create a story, and then click Generate Story at the far right. The Story Details page opens. The newly-created story inherits all details from the template, including the title. The system assigns it a new story ID.

  3. Click Edit and modify the new story as necessary.

  4. Click Save. The new story appears in the project's backlog.

Creating a New Defect from a Template

To create a new defect from a template, follow the same steps as for creating a new story from a template except select Add New... Defect From Template when entering from the Asset Tray, and click Generate Defect on the Templates grid.

Adding Tasks or Tests to an Existing Backlog Item

  1. Go to Product Planning > Backlog.

  2. For the story to which you want to add the task or test, select Plan Story from the Edit menu. The Story Planner page opens, showing the tasks and tests already assigned to the selected backlog item.

  3. Open the Add Task drop-down menu and select Copy Tasks and Tests to choose from existing tasks and tests (The Copy Tasks and Tests from Templates grid populates with available project templates from which to choose existing tasks or tests) OR select Add Task to create a new task for the selected backlog item.

  4. Expand a template and select the tasks/tests you want to assign to the selected backlog item, then select Copy to Story.

  5. The Story Planner window updates with the new tasks/tests you assigned to the selected backlog item.

Editing a Template

  1. Go to Product Planning > Templates.

  2. Select the template you want to edit, then select Edit from the Generate Story drop-down list to the right. The Story (or Defect) Template Edit page opens. (Note: you can also get here by clicking on the template title or ID in the grid, which opens the Template Details page, then choose Edit from the drop-down list on the right to display the Template Edit page for the selected template).

  3. Modify the template as necessary and click Save. The system saves your updates to the template.

Copying a Template

  1. Go to Product Planning > Templates.

  2. Select the template you want to copy, then select Copy from the Generate Story drop-down list to the right. (Note: you can also get here by clicking on the template title or ID in the grid, which opens the Template Details page, then click Copy to duplicate the selected template).

  3. The system redisplays the Templates grid with your newly-copied template (the new template inherits the original template's details, including associated tasks and tests, but is assigned a unique ID).

Deleting a Template

  1. Go to Product Planning > Templates.

  2. Select the template you want to delete, then select Delete from the Generate Story drop-down list. The Template Delete page opens showing details of the selected template. (Note: you can also get here by clicking on the template title or ID in the grid, which opens the Template Details page, then choose Delete from the Edit drop-down list on the right to display the Template Delete page for the selected template).

  3. Click Delete. The system removes the selected template. All associated details, tasks, and tests are deleted along with the template.

You can delete multiple templates simultaneously. Select the checkboxes to the left of templates to be included in the deletion and choose Delete from the Move to Project drop-down list, then click Delete on the Delete Items page.

Moving Templates to Another Project

You can move a single template or multiple templates to another project directly from the Templates grid.

  1. Go to Product Planning > Templates.

  2. Choose the templates you want to move by selecting checkboxes, then click Move to Project. The Project window opens.

  3. Select the destination project from the Project drop-down list and click Move. The system moves the templates and redisplays the Templates grid. All associated tasks and tests are moved with the template into the new project.

Ranking and Ordering Templates

You can rank and order your templates in the grid according to your project needs. As with other grids in the system, you can do this through drag-and-drop. You can also accomplish this by using the Move to Project drop-down menu.

  1. Go to Product Planning > Templates.

  2. Select the template you want to rank by clicking its checkbox, then open the Move to Project drop-down menu. You can select multiple templates if you want to reorder a range of templates on your grid.

  3. Select Rank from the drop-down and choose a ranking option (choices are: move selected templates to top or bottom of the selected project, move to top or bottom of the list, or move to a specific page).

  4. The system redisplays the Templates grid with your newly-ordered templates.

Exporting Templates

You can export your story and defect templates and save them in an Excel spreadsheet for use in other projects. When you export templates, you export the details of an entire group of templates (story or defect), as well as their associated tasks to a spreadsheet report.

  1. Go to Product Planning >Templates.

  2. Click the wrench icon  to the right of either the Story Templates or Defect Templates section to open the drop-down menu. Select Export (.xls). The Opening Templates pop-up opens, showing which group of templates (story or defect) you are exporting.

  3. Click Save. Your templates are saved in an Excel spreadsheet in your download area.

  4. From your download area, open the file and save it locally. Information for all tasks associated with story or defect templates is saved in the spreadsheet.

Customizing Template Grid Columns

As with other grids in the system, you can customize the columns that display.

  1. Go to Product Planning >Templates.

  2. Click the wrench icon  to the right of either the Story Templates or Defect Templates section to open the drop-down menu. Select Customize. The Customize Columns window opens, showing you a list of available column types from which to choose.

  3. In the Display column, click the checkboxes for each of the column types you want to display on your Templates grid. Click the Edit checkboxes for each column you want to be editable.

  4. Click Save. The Templates grid redisplays with your updated columns.

Additional Options

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