Index of actions
Backlog item actions
|Add Acceptance Test||Define the criteria that a user story must meet in order to be considered complete.||Sprint Backlog, Details page|
Add an attachment to the selected item.
Most common file types are supported as attachments.
Avoid attachment names with special characters (
Caution: Attachment files can contain dangerous content, and must be downloaded and opened with caution.
We strongly recommend implementing anti-virus protection for any file storage used when accessing Agile Manager.
Add New Item dialog box, Details page
|Add Comment||Add a comment to the selected item.||Details page|
Create a new theme, feature, user story, or defect, depending on the grid you are viewing.
When creating a new user story or defect on the Release Backlog, Sprint Backlog, and Task Board pages, the new item is included in the selected release or sprint backlog, and added to the product backlog.
|Add Linked Item||Create a user story or defect that is linked to the selected backlog item. Based on your settings, a backlog item cannot be closed while it has open items linked to it.||Product Backlog > Backlog, Release Backlog, Sprint Backlog pages|
|Add Task||Define the actions necessary for fulfilling a user story or defect.||Sprint Backlog, Task Board, Details page|
|Block Item / Unblock||
Indicate that a backlog item should not be worked on, and specify the reason. A blocked icon is displayed in the grid alongside the item, on the Details page, and in the Blocked Items Dashboard widget.
Hover over the icon to view the reason.
Note: Technically, you can assign blocked items to release and sprint backlogs, and change their statuses. However, the best practice is to avoid working on items while they are marked as blocked.
When work on the backlog item may resume, unblock the item.
Break a large user story into two or more smaller stories. The original story is converted into a group story that contains the parts you define, and is linked to them.
Use the Group Story View on the Product Backlog > Backlog page to view the group story and drill down to its children.
Note: You can continue to break the new user stories into lower-level parts. These are all maintained under the same hierarchy as the original user story.
|Product Backlog > Backlog, Release Backlog, Sprint Backlog pages, Task Board|
|Convert to Feature||
If you have a large user story, you can convert it to a feature. You are given the option of keeping the original user story and associating it with the feature.
|Product Backlog, Release Backlog|
|Copy a backlog item||
Make a copy of a user story or defect.
The newly created item is an exact copy of the original item, with a new ID, a modified name, and with Status set to New.
|Product Backlog > Backlog, Release Backlog, Sprint Backlog, Storyboard, Defects|
|Export Backlog to Excel / Export Backlog to CSV||
Export a grid to an Excel or CSV file. Grid data is exported as displayed, based on the current filter and selected columns.
Tip: When you export to Excel, you can include related tasks and acceptance tests.
|All Backlog pages, Task Board, Defect Management|
Import backlog items from an Excel or CSV file.
Tip: When you import from Excel, you can include related tasks and acceptance tests.
|Product Backlog, Release Backlog|
|Mark as Done||
Set a backlog item to 'Done'. By using this action, all of the backlog item's tasks are set to 'Completed'.
Based on your project settings, you may be prevented from closing a backlog item while it has open linked defects or non-passed acceptance tests.
|Release Backlog, Sprint Backlog, Task Board, Storyboard|
|Navigate to Previous or Next Item||If you accessed the details view from a grid page, such as the Release Backlog or Sprint Backlog grid, use the Previous and Next arrow buttons in the top right-corner of the page to navigate to the previous or next item in the grid's filter.||Details page|
|Planning||Plan the selected items to a specified release, sprint, and team. For defects and user stories, you can specify a release together with a sprint or team, or both.||Product Backlog > Backlog, Release Backlog, Sprint Backlog pages, Task Board, Sprint Closure, Feature Board, Storyboard|
|Print backlog grid||Print all of the user stories and defects that match the current filter.||Product Backlog > Backlog, Release Backlog, Sprint Backlog|
|Rank Highest / Rank Lowest||Send backlog items to the top or bottom ranks in the backlog.||All Backlog pages|
|Send by E-Mail||Send items to other project users via email. You can select and send multiple items at the same time.||General|
|Set Applications||Associate a theme, feature, or backlog item with one or more applications.||All Backlog pages|
|Set Feature||Associate a backlog item with a feature.||Product Backlog > Backlog, Release Backlog, Defect Management|
|Set Theme||Associate a feature with a theme.||Product Backlog > Features, Feature Board|
|Show in Backlog Items View||Display the selected user story in the Backlog Items View.||Group Stories view|
|Show in Group Story||Display the selected user story under its group story in the Group Stories View.||Backlog Items view|
|Show Position in Backlog||Locate the item in the current backlog. This action clears the filter and highlights the selected item.||All Backlog pages|
At the end of a sprint, all user stories should be closed. If you invested time in a user story, but not all its tasks and acceptance tests are completed, you can split the story. Remaining effort and non-passed acceptance tests are moved under a new user story, which you can assign to a future sprint.
Right-click a user story, and select Split Story.
|Sprint Backlog, Task Board, Sprint Closure|
At the end of a release, split unfinished features. User stories and defects that are not completed are moved under a new feature, which you can assign to a future release.
|Product Backlog > Features, Feature Board|
|Update Selected||Update properties of multiple backlog items at once.||All Backlog pages, Defect Management|
|View Details / View Details in New Tab||
Click an item's ID to view an item's details in a form layout on the Details page.
Some properties are available only in the Details page and cannot be viewed from the grid.
Select widgets from the widget gallery to add to the dashboard.
|Change Layout||Set the column configuration of the dashboard.|
|Clear Dashboard||Remove all the widgets from the current dashboard.|
Tweak the basic settings of an existing graph.
Hover over the title banner of a graph, click the down arrow , and select Configure Settings.
|Create Custom Graph||
Use a wizard to design a graph on any data and time frame you choose.
Select Add Widgets > Create Custom Graph
|Add Task||Define the actions necessary for fulfilling a user story or defect.|
|Edit||Edit task details.|
|Increase remaining / Decrease remaining||
Report the time spent on a task, or add to the time planned for a task.
Click the Remaining work icon , and click the Decrease remaining or Increase remaining button.
|Mark as Completed||Set a task as completed. After you mark a task as completed, the task's remaining hours are automatically transferred to the invested hours.|
|View change history||
Review changes that were made to the task.
Sprint closure actions
|Add Action Item||Create a new action item.|
Convert to action items
After listing the things that worked well or things that can be improved in the sprint, convert them to action items.
|Create User Story||Convert an action item to a user story.|
The following actions offer you ways to clean up backlog items that remain open at the end of a sprint.
Click the Open Items tab located on the right of the Sprint Closure page.
|Planning||Plan the selected items to a specified release, sprint, and team. You can specify a release together with a sprint or team, or both.|
|Roll to Next Sprint||
Assign the selected backlog items to the next sprint.
Move open tasks and acceptance under a new user story. You assign the new story to a future sprint. The completed tasks and passed acceptance tests remain under the original user story.
Note: Story points are included in the velocity of the sprint in which the user story is closed. Therefore, when you split a user story, the original story's story points are set to zero.
Defect management actions
|Add Bucket||Create a new bucket.|
|Add Item||Create a new defect.|
|Add to Bucket||Assign the selected defects to a bucket.|
Add to My Watch List / Remove from My Watch List
Add Watch for User
|Add defects to your or another user's watch list. Defects in your watch list are displayed in the My Watched Defects widget on the Dashboard.|
|Assign To||Appoint an owner for the selected defects.|
|Planning||Plan the selected items to a specified release, sprint, and team.|
|Remove from All Buckets||Remove the selected defects from all buckets.|
|Add to Favorites||Add the current view to the list of favorites. This enables you to reload the view later.|
|Delete Favorite||Delete the current favorite.|
|Rename Favorite||Rename the current favorite.|
|Save Favorite||If a favorite view is loaded and you have made changes to the settings, save the changes to the favorite view.|
Drag and drop actions
|Drag and Drop Planning||
Drag backlog items to release or sprint buckets.
|Product Backlog, Release Backlog|
|Drag and Drop Ranking||Change backlog item ranks by dragging them up or down the grid.||Backlog Pages|
|Drag and Drop to Buckets||Drag defects to buckets.||Defect Management|
|Drag and Drop Attachments||
Add attachments by dragging files or URLs to the Attachments field.
|Details Page, Add New Item dialog box|
|Columns||Select the columns to display in the grid.|
|Sort Ascending / Sort Descending||
Click a column header to sort the grid items by the field values of the selected column. Click again to reverse the sort order.
Note: In a grouped grid, each group is sorted individually.
|Subsort by Column||To sort items with the same value according to the values of another field, open the column menu of another field, select Subsort by Column, and set the sort direction.|
|Help on This Page||Look up help relevant to the current view.|
|Help Center||Open the Help Center, offering you links to key information from various sources.|
|Support Requests||For Portal Users: Log a request for the Micro Focus SaaS support team.|
|Show Callouts / Hide Callouts||Switch callouts on/off. Callouts provide on-screen assistance in selected areas of Agile Manager.|