Tips and Tricks

Want to make working in Agile Manager better, quicker, more fun? We've collected some tips and tricks to help you out.


Quick actions (CTRL+1)

Jump quickly from one area in Agile Manager all the way to the other side!

Press CTRL+1 to open the Quick Actions dialog box.

Start typing the name of the tab you’d like to jump to, select it and press ENTER.

Agile Manager brings you straight there.

Recent items

Not sure how to find an item you just had open?

Find it again in the Recent Items menu in the top-right corner of Agile Manager.

The Recent Items menu lists recently viewed:

  • Individual backlog items
  • Configuration tabs for specific releases and teams

Open items in a new tab

Keep your original grid open in it’s current display, and view individual items in new tabs.

Right-click an item in a grid, and select View Details in New Tab.

Refresh data to view changes made on other tabs.

Links to themes and features in tooltips and Details View

Navigate to an item’s theme or feature directly from grids or from the Details view.

In grids, hover over an item ID to display the item’s tooltip. Navigate to the item’s theme or feature using the links in the tooltip.

In the Details view, under Release Plan, hover over the Theme and Feature names to display tooltips with the link.

Open a feature's list of user stories from the feature grid

When viewing features in the Product Backlog, easily see a list of the feature's user stories, and then return to your original feature grid.

In the Features page in the Product Backlog, add the User Stories column to the grid. The column displays the number of user stories for each feature.

Clicking the number of user stories opens the Backlog page, filtered to show the feature's user stories. To return to the previous Features view, click the Features tab.

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Use backlog item templates

Create templates to use the same naming conventions, descriptions, tasks, and acceptance tests in similar backlog items.

Templates are saved per workspace, in the configuration area.

Select a single template as the default for a new user story or defect.

Add descriptions to your templates to help your users determine which one to use.

Add multiple tasks or acceptance tests at once

There’s no need to add each task or acceptance test separately.

Type them out all at once, and add numbers or bullets to each line.

Click Save as <#> tasks or Save as <#> acceptance tests instead of Save.

Use workspace teams to retain assignments across releases

Do you ever need to push an item off to the next release, but know that the same team will be working on the item?

Use workspace teams for all your releases to retain the team assignment when you change an item’s release.

This works whether you change the release using the Planning button, in a grid column, or in the Details view.

Note: The workspace team must also be assigned to the target release.

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Drag & Drop

Reorder tasks

Drag and drop tasks to reorder them, for example, in the order they should be performed.

In the Details view, or in the Sprint Backlog tab, drag a task up or down.

On the Task Board, drag tasks in any direction to place them where you want them.

Task order is retained throughout Agile Manager.

Add attachments

Add attachments to a backlog item as you create it!

In the Add New Item dialog box, just drag a file in to the Attachments field to add it to the new item.

For existing items, in the Details view, drag files to the Attachments field on the right.

Drag individual tasks to team member buckets

Use the Sprint Backlog grid to assign tasks to users.

Ensure that the correct team is selected at the top to display the correct team members.

  1. Select a backlog item in the grid to display its tasks in the pane below.
  2. Select a task and drag it to a team member bucket on the right.

The assignment progress bars are automatically updated.

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Modify widget context

Modify dashboard context menu selections to display data for a different release, sprint, or team in contextual widgets.

Graphs configured to use contextual data will be automatically updated.

Configure widget settings to modify contextual values.

Suggestion: Use this function in status meetings that cover multiple teams, sprints, or releases.

Add custom graphs to the Gallery

If you like to create and reuse custom Dashboard graphs, add them to the gallery to find them again.

Create your custom graph, and click Next before clicking Add to Dashboard.

Save it to a private category to keep the graph just for yourself. You can find these again in the My Widgets section of the gallery.

Or, select a public category to make the graph available for others.

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Grid actions

Multiple selections

Ever wanted to select many items in a grid at once? You don’t have to select them one by one.

Use the SHIFT key to select multiple items at once. Select the item row, not the checkbox.

If you really have a lot of items, zoom out in your browser to select more at a time.

Use the column header options

Grids can be sorted and grouped by field.

If you have a column displayed for the field, you can sort and group from the column header.

Hover to the right of the column label, and click the arrow to display the dropdown menu.

Sort, subsort, or group grid items, or hide the column altogether.

Filter for empty numeric values

Sometimes you want to find all the items with an empty value for a specific field.

In the column header, enter two single quotes (‘’) to filter for empty values.

Note: This works for numeric fields only.

Filter using footer items

Each grid has information displayed in the footer.

For example, the number of items selected, number of story points displayed, etc.

Bold and colored items are also links.

Click the bold, and red or green text to show only those items indicated.

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Help Center

Find more details on any page in our Help Center

For details about a specific tab or dialog box, select Help > Help on This Page.

To learn more about Agile Manager concepts, browse directly to the Help Center home page (Help > Help Center).

Browse through the Help Center, or use search terms to find the data you’re looking for.

Select a filter to search in specific area only.

Show or hide callouts for additional help inside Agile Manager.