User interface

The basic window elements include the banner, window panes, and the details view.

Banner

The banner contains the following options.

Button	Description
Global menu	Access all areas of user interface. For details, see Modules.
Search	Search for any item in your workspace. For details, see Search.
Favorites	Save personalized views as favorites that you can return to and share. For details, see Favorites.
<Programs>	If programs are enabled, switch to a different program context. For details, see Programs.
<Workspaces>	If you have access to more than one workspace, switch to another workspace. For details, see Space configuration.
My Work	View and handle your assigned work in a personalized to-do list. For details, see My Work.
Settings	Perform the following actions: Administration: Access the Settings area. For details, see Administration and Site settings. Import: Import items from Microsoft Excel. For details, see Import from Excel. Reports: Create a document report. For details, see Document reports. Management: Environment tags list. See Tags. Test assignment rules. See Test assignment rules. External action editor. See External actions. Preferences, Accessibility: Set personal preferences. For details see Set preferred behaviors.
Help	Links to the what's new window, the online community, and other useful resources.
User settings	Choose your language and theme, and upload a picture. For details, see Set language and upload image.

Window panes

The main module views consist of the following areas.

Pane	Description
Entity tree	The following sub-modules consist of an expandable tree of items: Requirements: Requirements tree Backlog: Backlog tree Quality, Pipelines: Application modules tree Expand and select a tree folder or item. The selected item is reflected in the data displayed in the main pane.
Main pane	The main pane consists of tabs, each displaying different information. Overview tab. The Backlog and Quality modules contain an Overview tab containing a customizable dashboard of widgets. For details, see Dashboard. Grid tabs. Many of the tabs display grids that you can filter, sort, and group. For details, see Grids and boards. Click an item's ID to open it in full-page view. For details, see Details view.
Sidebar	The sidebar enables other interactions with the items in the main pane. Standard sidebars include the Quick Filter and Preview. Your environment can contain custom sidebars developed for your workspace. For details, see Sidebar plugins. If the sidebar is hidden, click one of the sidebar buttons to open it. You can choose which of the sidebar icons are displayed in the toolbar. Click the Manage sidebars button and switch sidebars on or off.

Pane

Description

Entity tree

The following sub-modules consist of an expandable tree of items:

Requirements: Requirements tree
Backlog: Backlog tree
Quality, Pipelines: Application modules tree

Expand and select a tree folder or item. The selected item is reflected in the data displayed in the main pane.

Main pane

The main pane consists of tabs, each displaying different information.

Overview tab. The Backlog and Quality modules contain an Overview tab containing a customizable dashboard of widgets. For details, see Dashboard.
Grid tabs. Many of the tabs display grids that you can filter, sort, and group. For details, see Grids and boards.

Click an item's ID to open it in full-page view. For details, see Details view.

Sidebar

The sidebar enables other interactions with the items in the main pane. Standard sidebars include the Quick Filter and Preview.

Your environment can contain custom sidebars developed for your workspace. For details, see Sidebar plugins.

If the sidebar is hidden, click one of the sidebar buttons to open it.

You can choose which of the sidebar icons are displayed in the toolbar. Click the Manage sidebars button and switch sidebars on or off.

Pane responsiveness: You can stretch and shrink the entity and sidebar panes to bring more information into view. When you stretch a pane beyond a point, the opposite pane automatically collapses, allowing more room for the main view. Shrinking the pane restores the opposite pane.

Details view

You can open an item in a full-page details view. To open in details view, click the item’s ID. The details view includes the following elements.

Element	Description
Back button	Returns to the view from which you arrived at the current item.
Breadcrumbs	The chain of the items that you clicked to arrive at the current item. Click any of the links to return to a previous item.
Follow button	Follow the item to receive notifications about changes made to the item. For details, see Follow items.
m out of n	If you arrived at the item from a grid, use the back and forward arrows to move to the previous or next item in the list.
Phase selector	Click Move to <next phase> to move the item to its next phase. For details, see Phases.
Details tab	The Details tab contains the following: Fields. The fields are organized in collapsible sections. Click the Customize fields button to add or remove fields from the standard form. Fields that you add are included in the More section. Your customizations are saved for next time. For details, seeForms and templates. Tags. Assign tags to the item. For details, see Tags. Related users. The item's stakeholders, including Owner and Created by.
Relations tab	A diagram of the items related to the current item. For details, see Related items.
Backlog Items tab	The item's child backlog items. Available for: Epics and features. Epics also have a Features tab, which shows the child features of the epic.
Tasks tab	Tasks related to the item. For details, see Work on backlog items. Available for: Backlog items.
Development tab	If you have set up a source control management (SCM) system to work with your CI server, this tab shows code commits, pull requests, and branches associated with the current item. For details, see Analyze development in your SCM system.
Tests tab	Tests associated with the item. For details, see Testing overview.
BDD tab	The item's BDD (behavior-driven development) specifications. For details, see BDD testing framework.
Attachments tab	Files relating to the item. Attachments also include images that are embedded in the item's description. For details, see Attachments.
History tab	A record of the changes made to the item's fields. For details, see History and auditing.

Manage sidebars

In the grid and details view, you can choose which sidebar icons are displayed in the toolbar and in the sidebar pane.

In addition, you can also customize the size of the sidebar tabs and the order in which they are displayed in the details view. The sidebar selections are saved with the settings, and are loaded the next time you access the view.

To select the tabs to display:

Open the Manage Sidebar tabs dialog box.
- In the grid view, click the Manage sidebars button .
- In the details view, click the Manage sidebar button .
The Manage Sidebar tabs dialog box opens, displaying the list of sidebars in the workspace and the order in which they appear. This list includes the system sidebars and any custom sidebars that were developed for your workspace. By default, system sidebars are displayed at the top of the list.

To filter the list to display only active sidebar tabs, select the List only active tabs checkbox.
Select which sidebar tabs you want to display by turning the relevant switches on or off.
Note:
- A maximum of eight tabs can be displayed in the details view. If more than eight tabs are selected, any additional tabs are listed under a new tab named More.
- You cannot hide the Comments sidebar tab in the details view.

To customize tab size and order (details view only):

In the details view, click the Manage sidebar button .
To set the sidebar tab size, under Tab size, select Standard or Compact.
To customize the tab order, click the handle of a tab that you want to move, and drag and drop the tab to change the tab display order. By default, system sidebars are displayed at the top of the list.

Quick actions

Use the Quick Action shortcut (CTRL+Q) from anywhere to jump to any tab, or perform relevant actions.

The list of quick actions is filtered according to your current context.

In the Quick Action dialog box, start typing the name of an action. Select an action from the suggestions.