Track Iterations

Iteration Status page provides your team with a view of work items within an iteration organized by schedule state .

Iteration Status is available as a page under Track, Iteration Status and in the App Catalog as Iteration Tracking.

Features of the Iteration Tracking app include:

  • Easily switch between grid and board views to view and manage iteration details.
  • Visualize iteration data in multiple ways using charts.
  • Make rapid changes within a card or grid line without opening the detail page.
  • Personalize which columns of data to display in the grid view.

Source code is available: Iteration Tracking source code

Iteration status includes the following topics:

Select Settings

To update settings:
  1. Select the Gear menu and select Settings.
  2. There are three permission levels for settings:
    • Global settings—only workspace administrators may change these values.
    • Project -level settings—only project administrators may change these values.
      • Show age for card after __ days in column(s): You can enter any age limit between zero and 99 days.
      • Swimlanes : You can select a swimlane to add. Learn more about configuring swimlanes here.
    • User -level settings—any individual may change these values.
    Iteration Status settings

View Iteration Information

View and manage your user stories and defects within an iteration.

Note: The Progress Banner can only be displayed on the Iteration Status page. It is not available for the Iteration Tracking app.

Select an Iteration

Choose your iteration from the drop-down menu from the top of the page to display the work items that apply to that iteration.

select iteration

Add New Work Items

Add a new story, defect, defect suite or test set by selecting the Add New button.

You can select the Add button to quickly add a new work item and enter details later, or you can select Add with Details to open the editable detail page for the work item and enter details.

Add a Peer or Child Inline

You can inline add a work item by selecting Add Peer Inline from the gear menu of a work item on the grid. Children can be added to a parent story by selecting the Add Child Inline option in the gear menu.

Note: Work items must be sorted by rank to add a peer inline.

Apply Filters

You can filter the work items to display.

Follow these steps:
  1. Select the filter icon.
  2. The default quick filters are Filter by Owner , Filter by Schedule State , and Filter by Type. Select the desired value from the drop-down lists.

    Use the Filter by Owner drop-down to select a team member and show work items that apply to that team member. You can search for other people that are not team members, and you can filter work items that have no owner.
    Note: If the selected owner is the owner of a defect or task associated to a work item, the related work item will display on the board. This includes work items owned by other users.
  3. Select Clear All to clear all filter values.
  4. To add more filters, select + Add Filter.
  5. To use advanced filtering , select Advanced Filters. Learn more.

Import and Export Options

You can Import User Stories, Import Tasks, and Export as a CSV file by selecting the Import/Export/Print icon on the right side of the page.

Switch Between Board and Grid Views

When viewing work items for your iteration, you can switch between a board view with cards representing work items or a tree grid that organizes work items so you can easily view relationships and dependencies.

Select the toggle icon to switch between these two views.

switch view

Use the Grid

There are many ways to view or modify the information displayed in the app or page in grid view.

Select Columns to Show on the Grid

Search or scroll to select columns that you want to display on the grid. De-select columns to hide them.

Release Planning show columns

Update States

Update the Schedule State for a work item with a single selection. Hover over the desired tick mark in the Schedule State column.

View or Edit Details

Follow these steps:
  1. You can edit the Name, Plan Estimate , and Owner fields inline.
    1. Select the field on the card.
    2. Enter or select the new field value.
    3. Press Enter to save your changes. You can also select outside of the area to save. Press Esc to cancel any changes.
  2. To edit additional fields, select the gear icon and select Edit. Make your changes in the detail page.
  3. Select the Peer or Child Type, enter a Name, Plan Estimate and Owner. Then select Create + New to continue inline adding peer or child work items, or select Create to add the work item without adding additional peers or children. Additionally, you can select Add Details, which will display the detail page for the specified work item.
    Note: A peer cannot be added for a parent story. However, a child can be added inline from a parent story.
    Iteration Status create peer

    The type of children you can add to a parent depends on the parent type. For a user story , you can add a child task, defect, user story or test case . For a test case within a test set, you can add a defect.

Rank Work Items

Adjust the vertical position of a work item using drag-and-drop . This is helpful if your team has many work items within a given state, and you want to visually remind them which items are high priority. At the beginning of an iteration, you can use this feature to identify what work is most important to begin first.

dragdrop

Additionally, you can select the gear menu next to the work item you want to move and select the item's position.

Sort Work Items

Select any column header to sort a work item by descending or ascending order.

Bulk Actions

You can edit multiple work items at once by selecting the checkboxes next to the work items you want to edit, then selecting an inline gear menu. Note that the options you see in the Bulk Actions menu depend on the types of work items selected. For example, selecting two user stories to bulk edit will also allow you to select a parent for both stories.

To select all work items to bulk edit, select the checkbox at the top of the column.

Use the Board

You can modify the way information is displayed on the board.

Set Up Swimlanes

Swimlanes are horizontal rows that can be applied to a board for a team to easily visualize work items by category or sub-process.

Best Practice: The most common usage is to add an Expedite swimlane. You can use this swimlane to visualize a single work item that is allowed to violate work-in-progress (WIP) limits. This work item receives priority treatment over other work items in a column.
To add a swimlane:
  1. Select the Actions gear menu in the top-right of the board and select Settings.
  2. Select the Swimlanes checkbox.
  3. Select the type of swimlane you want to set up from the drop-down menu.
  4. Select Save at the bottom of the settings pane to save changes and create your swimlane.

settings

Cards can be moved across swimlanes using drag-and-drop. Collapse a swimlane by selecting the arrow icon on the right side of the swimlane header.

iteration expand

You can create several types of swimlanes, including:

  • Blocked:
    Work items that are blocked can be manually blocked or dragged into the swimlane.
    swimlanes blocked
  • Expedite:
    Cards designated as urgent can be dragged into the swimlane and tracked. The Expedite field is available on all artifact work items (user story, defect, portfolio item , test set, and defect suite).

    iteration expedite

  • Owner:
    Create owner swimlanes to easily drag work items that should be assigned to a specific owner.
    iteration owner
  • Sizing:
    Sizing points are used to easily drag work items into a specific size grouping.
    sizing
Note: Work items that include the swimlane field but the field has not been set to a value will display in a swimlane named No Entry.

Select Fields to Show on the Cards

Search or scroll to select fields that you want to display on the board. Select Apply to confirm your selections.

Update States

Each card resides in a column according to its current Schedule State field value. If you are starting a new iteration, your cards should be in the left-most column. When work begins, cards are moved to the right.

To update the state of a card, drag it into the appropriate column. If the work item has tasks associated with it, the card moves to a column automatically after updating the state of a task.

Update States

View or Edit Details

Follow these steps:
  1. You can edit the Name, Plan Estimate, and Owner fields inline.
    1. Select the field on the card.
    2. Enter or select the new field value.
    3. Press Enter to save your changes. You can also select outside of the card area to save. Press Esc to cancel any changes.
    Inline Edit
  2. To edit additional fields, select the gear icon and select Edit. Make your changes in the editable detail page.

Choose a Color for Cards

Use the color picker icon to change the top border of the card. This icon is located by hovering on the bottom of the card.

Grid and Board Actions

Action Grid Board
Rank items

grid dragdrop

Rank Cards
Mark as blocked or ready
Add new work item Quickly add new card Quickly add new card
Copy or delete

Feedback

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