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Customizing Story Cards

Editions

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

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To make a storyboard, taskboard, or testboard match your organization's workflow, you can choose from a variety of customization options to change the way the story cards display. Note that these changes only apply to the Backlog Items, defects, and test sets for the selected project. 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.).

Customizing Story Cards

  1. From the main menu, select Iteration Tracking (or Sprint Tracking), and then click on the Storyboard tab.

  2. In the top right corner of the page, click on the wrench icon, and then select Customize.
    StorycardCustomize.png

  3. In the Customize Storyboard window, click on the Card Options tab, and then select from these customization options.
    StorycardCustomizeWindow.png
    Note that the fields available for display include any of the available standard or custom story fields except for rich text fields.

  4. Click Save.

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