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Working with the Storyboard

Editions

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

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A Storyboard is a visual display of the all the stories (shown as story cards) in a sprint/iteration. For each project, Agile teams can use it to track the status of stories from the time they are pulled into a sprint until they are accepted by the product owner. Storyboards keep progress highly visible so teams can identify which stories are included a sprint and where they are in the product development lifecycle.

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Accessing a Storyboard

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

What You Can Do on a Storyboard

Manage Stories

Work in the Storyboard

Customization Options

Viewing/Updating Story Details

Story cards represent the stories that have been included in the current sprint. To view details, follow these steps:

  1. From the main menu, select Iteration Tracking (or Sprint Tracking), and then select Storyboard.
  • To view basic details, hover over the title or ID.

  • To see full story details, click on the story title or ID.

  • Click the Edit button, and then modify story details as necessary.

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Updating Story Status

To change the status (e.g., Future, In Progress, Done, Accepted, etc.) of a story, drag and drop it horizontally to a different status column. Note that status changes carry through to all other views in the system.

Ranking/Prioritizing Stories

By default, story cards display in rank order within each status column. Using drag-and-drop, you can change the priority by dragging and dropping it up or down within a column. Note that story ranking changes carry through to all other views in the system.

Copying a Story

Follow these steps to make a copy of a story.

  1. From the main menu, select Iteration Tracking (or Sprint Tracking), and then select Storyboard.
  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Copy. A duplicate copy of the story will display on the storyboard. You can now update the details with whatever information you'd like to change.

Taking Ownership of a Story

When you are ready to begin working on a story, follow these steps to assign the story to yourself.

  1. From the main menu, select Iteration Tracking (or Sprint Tracking), and then select Storyboard.
  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Sign Me Up. For details, see Transitions.

Assigning a Story to a Member

If you want to assign a story to another member, follow these steps.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Assign. For details, see Assigning stories to members.

Closing a Story/Defect

When all the work has been done to complete a story/defect and no work remains, you can close it. Note that closing a story also closes all associated tasks and tests, and zeros out all remaining To Do.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Close or Quick Close to automatically close the story.

Adding Tasks or Tests

Following the instructions below, you can add tasks or tests directly from a storyboard.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu, and then select Plan Story.

  3. In the Story Planner, click Add Task, Add Test, or Copy Tasks and Tests, and then add details as prompted.

Filtering the Storyboard

Use filters to limit the cards displayed on the board.

Watching a Story/Defect

To receive notifications about all the activities that occur with a story, follow these steps.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Watch Story/Defect.

Converting a Story to a Defect/Converting a Defect to a Story

Directly from a story board, you can convert stories to defects or convert defects to stories. Note that any tasks, tests, links, conversations, and attachments will also be converted.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select Convert to Defect or Convert to Story.

Creating/Assigning Blocking Issues

You can also create or assign an issue to a story to indicate that it is blocking the story.

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

  2. In the top right corner of a story card, click the arrow to expand the action menu.

  3. Select one of the following:

    • Select Block > Block with New Issue to create a new issue, or

    • Select Block > With Existing Issue to associate the story with an existing issue.

  4. Follow the prompts to return to the storyboard.

Viewing Policies

To view the polices that have been established by your organization, click on the Policies icon at the top of the storyboard.

Reports

Agile Insight

For traditional Agile teams (or hybrid teams mixing Agile and Lean approaches), Sotryboards give a visual summary of feature status within the current sprint.

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