Index of actions

Backlog item actions

Action Description Availability
Add Acceptance Test Define the criteria that a user story must meet in order to be considered complete. Sprint Backlog, Details page
Add Attachment

Add an attachment to the selected item.

Most common file types are supported as attachments.

Avoid attachment names with special characters (~!@#$%()^&), as these can cause unexpected results when uploading the attachment or when synchronizing with ALM.

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

Add Item

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 Story

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.

  • Each of the new stories inherits the original story's tasks, acceptance tests, and entity links.
  • Story points assigned to the original user story are removed. The group story's story points are the sum of the story points assigned to the new parts.

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.

See also:

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.

See also:

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

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
Split Story

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.

See also:

Sprint Backlog, Task Board, Sprint Closure
Split Feature

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.

  • Right-click and select View Details in New Tab to view the details in a separate tab.

  • Hover over a backlog item to display a tooltip with some basic information and links to the item's feature and theme.

Some properties are available only in the Details page and cannot be viewed from the grid.


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Dashboard actions

Action Description
Add Widgets

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.
Configure Settings

Tweak the basic settings of an existing graph.

Hover over the title banner of a graph, click the down arrow , and select Configure Settings.

  • To return to the graph, click Save or Cancel.
  • To configure more settings, such as time frame and filter, click Advanced 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

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Task actions

Action Description
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.

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Sprint closure actions

Action Description
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.

Split Story

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.

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Defect management actions

Action Description
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.

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Favorite actions

Action Description
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.

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Drag and drop actions

Action Description Availability
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

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Grid actions

Action Description
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.

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Help actions

Action Description
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.

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