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.

Add New Item dialog box, 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.

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.

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.

• 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.

See also:

• Split Story
• 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:

• Break Story

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.

Export a grid to an Excel or CSV file. Grid data is exported as displayed, based on the current filter and selected columns.

Import backlog items from an Excel or CSV file.

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.

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:

• Break Story

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.

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.

Select widgets from the widget gallery to add to the 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.

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

Use a wizard to design a graph on any data and time frame you choose.

Select Add Widgets > Create Custom Graph

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.

Review changes that were made to the task.

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.

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.

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.

Add to My Watch List / Remove from My Watch List

Add Watch for User

Drag backlog items to release or sprint buckets.

Add attachments by dragging files or URLs to the Attachments field.

Click a column header to sort the grid items by the field values of the selected column. Click again to reverse the sort order.