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Creating/Generating a New Story from a Template

This feature is available in Enterprise and Ultimate editions.

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Overview

There are two ways to generate a new story/backlog item from a reusable story template.

When you create a story from a template, the item inherits all the details from the template, including title and associated tasks and/or tests.

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, and then click Generate Story. When the story details page opens, all of the story information will be the same except the story ID.

  4. Edit the new story as necessary. The new story will display in the project's backlog.

Option 2: From the Templates Grid

  1. From the main menu, select Product Planning > Templates.

  2. In the Story Details section, select a template, and then click Generate Story. When the story details page opens, all of the story information will be the same except the story ID.

  3. Edit the new story as necessary. The new story will display in the project's backlog.

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