Work on your stories
Once you have assigned items, manage your own individual backlog. Do this from the Team Backlog module or the Backlog module.
Tasks enable you to work on an item in more manageable chunks.
To create tasks:
Do one of the following:
- While creating a new backlog item, you can type tasks in the Tasks to generate text box. Each line in the text box will be converted to a task.
- In existing backlog items, you can create tasks in the Tasks tab.
To assign a task to a team member, select a user in the Owner field. If you are working in the Team Backlog, you can drag a task to a user bucket in the Team pane.
Estimate the effort needed for each task, in hours.
You define the estimated hours as integers or decimal fractions.
To use decimal fractions, the TASK_SUPPORTS_FLOAT_VALUES parameter must be turned on. For details, see Configuration parameters.
You can also import tasks from an Excel file.
Choose one of the following options:
- To import tasks to one specific backlog item, open the item's Tasks tab, and click Import from Excel.
- To import tasks to several backlog items, in the Settings menu, under the Import section, click Tasks.
For details, see Importing from Excel.
Use the Board View to manage task progress.
To use the Task Board:
ALM Octane displays the Board View by default:
In the Backlog or Quality : in the Tasks tab when you open an individual user story, quality story, or defect
In the Team Backlog: in the Tasks tab
ALM Octane groups tasks per user story, quality story or defect. The board displays each task phase in its own column. Drag the tasks from column to column to update the phase.
To add tasks, click the + Task button in a Task board column. Provide a name for the task. Then, click on the task number link to define other necessary attributes.
Note: You can view up to 100 lanes of tasks in a given period. If ALM Octane does not display the necessary lanes, add a filter. If you have a filter set, the Board View displays only stories that contain tasks.
In the item, advance the phases as you complete work. For details, see Phases.
Tip: If you are working in the Team Backlog module, use the Board View for a visual, customized display of work items. For details, see Board view.
Occasionally, when working on a backlog item, you cannot proceed with your work due to a dependency or other reasons. You can indicate this by blocking the item.
To block an item:
In the grid or details view, select items and click the Block button.
The Block reason dialog box opens. Enter the reason for the item being blocked. You can enter plain text.
The Blocked field automatically changes to Yes.
To unblock an item:
Select a blocked item and click the Unblock button. The item's Blocked field automatically changes to No.
Blocked item indicators
Blocked items have special indicators in the grid and board views.
In the grid view, ensure that the Blocked column is selected.
Note: The description above matches the default behavior for blocking stories. This behavior can be customized for the workspace using business rules.
Track your work completion progress to ensure you finish items at the right time.
To track work completion progress:
|Backlog module and Team Backlog module
The story details show the completion status of the tasks in the selected story:
|Team Backlog module
Each team member bucket shows the progress for assigned items (stories and tasks):
Tip: Hover over the graph to see a numerical breakdown of progress by hours.
This graph does not show the individual per-story breakdown.
Update your task hours
Update your task hours using the following time counters:
The time estimation for the task.
The Remaining hours counter is initially set to equal the Estimated hours.
If you adjust the Estimated hours before the Remaining or Invested hours are updated, the Remaining hours will be adjusted to match the new Estimated hours.
The number of hours remaining for the task.
This is initially equal to the Estimated hours.
As you decrease the Remaining hours, the Invested hours counter increases accordingly.
Adding to the Remaining hours does not subtract from the Invested hours.
The time invested in the task.
As you increase the Invested hours, the Remaining hours counter decreases accordingly.
Subtracting from the Invested hours adds time back to the Remaining hours.
To disconnect the Remaining hours and Invested hours counters, click the lock button.
To re-establish the connection between the counters, click the lock icon again.
Usually, at the end of a sprint, you should close all user stories. If you are unable to complete all the tasks, split the user story.
To split user stories:
In the backlog or Team Backlog module, select the user story to split.
In the toolbar, click the Split Backlog Item button .
In the Split Story dialog, specify the details for the current user story and new user story.
If necessary, use the Move open tasks option to instruct ALM Octane how to resolve all open tasks.
When you split the user story, ALM Octane creates another user story in the New phase.
ALM Octane moves all tasks not marked as Done to the new user story. ALM Octane also adds these attributes and items to the new user story:
The value of any field other than the Name, Sprint, or Phase
Tests associated with the original user story
Attachments included in the original user story