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Working with the Taskboard

This feature is available in all editions.

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Overview

The Taskboard page presents a visual depiction of tasks grouped by backlog item and/or defect and by task status. From this page you can track, update, and report on stories, defects, and tasks for specific projects/sprints/teams. You also have several options for customizing your Taskboard views.

Accessing the Taskboard

From the main menu, select Sprint Tracking > Taskboard.

Tracking and Updating Backlog

Backlog Cards are displayed in the left column on the board. Each card shows the backlog item ID and title, status, owner, and total work estimate. Backlog items may be shown to be blocked by issues. The Block action provides a convenient way to create or assign a blocking issue to a backlog item. The Blocked Icon link appears on the backlog item when it is blocked, and offers fast access to viewing, assigning, adding, and removing blocked issues.

A summary section in the right column shows current test results and the total remaining To Do for each backlog item. Test status for each row is displayed as a stacked bar, indicating the relative number of items in each status. Hover over the indicator to see an itemized count of tests by status value.

From the main menu:

  1. Go to Sprint Tracking > Taskboard.

    • Select the project for which you want to review team summaries from the Project drop-down list.

    • Select the sprint you want to track from the Sprint drop-down list.

    • Select the team you want to track from the Team drop-down list.

  2. Open the Filter drop-down menu and select a filtering option to focus on a subset of backlog items (i.e., view by Backlog Group, Portfolio Item, Owner, Status, Priority, Story, Defect, or closed items). To focus only on tasks assigned to an individual owner, select the owner name in the Highlight Owner field at the top of the board. This action dims all tasks not assigned to the highlighted owner so you can see where that task owner fits into the overall project/sprint picture (as opposed to selecting Owner from the Filter drop-down, which isolates the view to show only that owner's tasks, removing all others from the board).

  3. Hover over any Backlog Card title to see a detailed description of the item. To update an item, open the drop-down menu in the top right corner of the card and select the appropriate action (edit, assign an owner, assign yourself, plan story, block with an issue, close, add task, add test, convert the item to a defect, or watch story).

Reporting on Taskboard Information

Two inline reports allow you to review statistics for the current view of your Taskboard:

  • Standup Dashboard Report
    Displays a high-level view of team progress through its sprint workload. The dashboard gives a snapshot view of the remaining work To Do burndown, the cumulative flow by status, and a picture of the current view of your Taskboard.

  • Burndown Report
    Displays the progression of a team through its sprint workload by showing the amount of work remaining to be done (To Do) versus the expected (ideal) schedule. The remaining work appears to 'burn down' as the team completes more work over the period of time viewed.

To access these reports and show details of your current Taskboard view:

  1. Go to Sprint Tracking > Taskboard.

  2. Click Reports: Standup Dashboard for the dashboard report, or open the drop-down list and select Burndown.

  3. For the Burndown report, filter the data to be included in the report from the drop-down lists (Sprint, Team, Backlog Group, Workitem, Start Date, Duration, and whether you want to include all projects) then click Go. The bar graph populates with the appropriate detail. For the Standup Dashboard report, click Configure to change the start and end date of the report.

  4. Click Print to print a paper copy, or click PDF to generate an electronic copy. You can also click the Chart Context Menu Chart_Context_Menu.png in the upper right corner under the action buttons to save the report as a PNG graphic, download it as a CSV file, or download it as an XLS spreadsheet.

Customizing the Taskboard

Members who have the role of Project Lead or above can customize the Taskboard for the project.

Customizing Columns

The Status attribute defines the columns in the board display. Add new columns by adding a new List Value to the Status list type and enabling that value for use in a project using the Project Workspace settings on the Display Fields page in Administration.

Customizing Task Card Colors

Click the Legend button to review current color representation settings and/or to configure the color coding by task type. Backlog cards retain any customizations made via the Storyboard of the same project so that any changes there are available on the Taskboard as well.

The board view includes items on subprojects even if those items fall outside of the list values designated for the columns, rows, or coloring scheme defined for the board. For example, if the board is colored by Type and a subproject of the current project selection uses a particular Type value that is not used on the selected project, that lower level Type value still receives a color on the board.

Viewing and Filtering Tips

  • Use the Highlight Owner option to highlight the work assigned to a single team member so that each individual can more easily recall what work they have done and what is next up on their list. Highlighting (Nobody) allows team members who are ready to sign up for new tasks to easily see unassigned tasks that are available.

  • Pop up the Standup Dashboard page in a new window and expand the page to view the Taskboard and graphs without the surrounding page wrapping so that you can view more on the page.

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