Iteration Planning Board

The Iteration Planning Board app provides your team with a view of the user stories and defects ready to be scheduled, and any work items scheduled in the next three iterations. Use the board to prepare for and carry out iteration planning.

The Iteration Planning Board includes:

Iteration Planning

Set up the board

To ensure you plan items from the correct team backlog, set the project scoping in the app settings menu. The app defaults to the setting of your global project picker unless you specify a project.

Project settings

You can control what type of work items are visible on the board by selecting the checkboxes in the upper-right corner.

Schedule work

Filter by Owner

Filter cards by selecting an owner from the drop-down. Selecting an owner populates the board with cards belonging exclusively to one person. Select Clear Filter to return the cards to their original state.

Note: If the selected owner is the owner of a defect or task associated to a work item, the related card will display on the board. This includes cards owned by other users.

Filter by owner

Backlog

Backlog user stories and defects display on the board as cards in the left-most column. Cards are ordered by rank.

By default, the next three future iterations display as columns to the right of the Backlog column. Use the arrows to the left and right of the column titles to view iterations further in the past or future. Drag a card into a column to schedule it in the iteration.

Schedule work

Velocity meters

As you schedule work into iterations, the meter at the top of the column updates to reflect the total number of story points assigned to the iteration. The meter changes color according to the number of available points entered in the iteration's Planned Velocity field and the total values of scheduled work item's Plan Estimate fields.

Color coding for the percentage of available planned velocity that has been scheduled:

  • Blue: 0%-80%
  • Green: 80%-100%
  • Red: 100%+

Notes:
  • CA Agile Central recommends planning up to 80% of your available velocity in each iteration, to leave room for technical problems or other unforeseen issues.
  • The meter will only display if a value has been entered in an iteration's Planned Velocity field.

Search for work items to schedule

Use the search field at the top of the Backlog column to quickly find a work item to schedule. Enter your search criteria into the field and click the search icon, or press Enter.

Searches apply to the following fields:
  • Name
  • Description
  • Notes
  • Discussions
  • Tags
  • Custom string and text fields

Quickly view details

Hover over the ID field of a card to view its description. Use this feature to remind your team of the work item's goal when planning.

Click the ID to navigate to the work item's detail page.

Rank cards

You can change the ranking of work items in both the Backlog and iteration columns. This is helpful if your team has many work items within a given iteration and you want to display which items are high priority. Drag a card vertically within a column to change the rank.

Rank cards

Update work items

Add new items to your backlog, edit the details of a work item, make copies, and delete abandoned work from the app.

Add new work

To add a new user story or defect to the board:

  1. Click the +Add New button.
  2. Select the type of work item to create from the drop-down menu.
  3. Do one of the following:
    • Enter a name in the field that displays, then click Add. You can add details later.
    • Click the Add with Details button.
  4. From the pop-up editor, complete additional fields.
  5. Click Save & Close.

Note:
  • New work items are automatically ranked at the bottom of the Backlog column.
  • CA Agile Central recommends adding and discussing new work from the Backlog page, during backlog grooming or planning meetings.

View or edit details

You can edit the Name, Plan Estimate, and Owner fields inline. Enter or select the new field value, then press Enter to save your changes. You can also click outside of the card area after editing to save. Press Esc to cancel any changes.

To view or edit additional fields, click the gear icon and select Edit. Make your changes in the detail page.

Copy or delete cards

Use the gear icon to copy or delete a work item.

The Copy option creates a copy of the work item and any associated tasks. This feature is useful during iteration planning when you need to create a similar story or defect, or a template set of tasks.

The Delete option immediately removes the work item from the board and moves it to the Recycle Bin.

Create and update tasks

After you schedule work into an iteration, you can complete the latter portion of iteration planning by creating and assigning tasks. As you add detail, the overall status of associated tasks display on each card.

Task status

After planning, you can view the task status icons from this app and the Iteration Tracking Board.

Add new tasks

You can quickly create a new task associated to a work item with the Add New button in the task details display.

  1. Click the gear icon in the header of a card and select Tasks.
  2. From the task details display, click the +Add New button.
  3. Do one of the following:
    • Enter a name in the field that displays, then click Add. You can add details later.
    • Click the Add with Details button.
  4. From the pop-up editor, complete additional fields.
  5. Click Save & Close.
Quick add Add with details

Edit task fields

Click the status icon on a card to display a list of all tasks associated to the work item. Alternatively, click the gear icon in the header, then select Tasks. To exit the task details display, click the arrow icon or outside of the area.

The following fields display:

  • Name
  • Owner
  • Schedule State
  • Task Estimate
  • To Do
  • Actuals (if visible)
  • Blocked

Click any field to enter inline editing mode. You can enter new data into text and number fields, or use a drop-down menu to change multiple value fields.

  • Press Enter to save your changes and edit the next field down.
  • Press Tab to save your changes and edit the next field to the right.
  • Click outside of the tasks area to save changes to a field.
  • Press Esc to cancel any pending changes.
Edit task details

To edit additional fields, click the gear icon next to a task and select Edit.

Copy or delete tasks

Use the gear icon in the task details display to copy or delete a task.

The Copy feature is useful during iteration planning, when you need to create a similar set of tasks associated to a work item.

The Delete option immediately disassociates the task from the work item and moves it to the Recycle Bin.

View and update discussions

You can review and add discussions for each card on the board. Discussions allow team members to provide detailed updates and comments on a work item.

  1. To update discussions for a card, click the gear icon and select Discussion.
  2. In the discussions details display, enter your new comment in the text field, then click Reply.
  3. If the work item already has discussion comments present, click the icon on the card to access the details display.

To delete a comment, click the trashcan icon when viewing the details display. Only the original author and administrators may delete a comment.

Click outside of the card or on the arrow icon to close the details display.

An icon will display on each card, indicating the number of comments present. The icon will change color depending on the time the last comment was posted. A discussion with a post less than four hours old displays as dark blue, while older posts display as a lighter blue or grey, so you can see which work items have new information.

View and update associated defects

You can quickly view the overall status of defects associated to a user story. If defects are associated to a story, an icon and a count of active defects display at the bottom of the card.

   

A red icon indicates that one or more defects with a state other than Closed are associated to the user story. A green icon indicates that one or more defects are associated to the story, but all have a state of Closed. Product owners can quickly scan the icons when updating iteration work—a red icon indicates that open defects exist, and the story cannot be accepted.

Edit defect fields

Click the status icon on a card to display a list of all defects associated to the story. Alternatively, click the gear icon in the header, then select Defects. To exit the defect details display, click the arrow icon or outside of the area.

The following fields display:

  • Name
  • Severity
  • Priority
  • Owner
  • State

Click any field to enter inline editing mode. You can type in the Name field and use drop-down menus to change fields with multiple values.

  • Press Enter to save your changes and edit the next field down.
  • Press Tab to save your changes and edit the next field to the right.
  • Click outside of the tasks area to save changes to a field.
  • Press Esc to cancel any pending changes.

To edit additional fields, click the gear icon next to a defect and select Edit.

Add new defects

You can quickly create a new defect associated to a user story with the Add New button in the defect details display.

  1. Click the gear icon in the header of a card and select Defects.
  2. From the task details display, click the +Add New button.
  3. Do one of the following:
    • Enter a name in the field that displays, then click Add. You can add details later.
    • Click the Add with Details button.
  4. From the pop-up editor, complete additional fields.
  5. Click Save & Close.
Quick add Add with details
Add a defect with details

Copy or delete defects

Use the gear icon in the defect details display to copy or delete a task.

The Copy option creates a copy of the defect associated to the same user story.

The Delete option immediately disassociates the defect from the story and moves it to the Recycle Bin.

Available actions

Column actions

Action What it does
Drag-and-drop to schedule Hover over the card to see the cross-hair cursor that allows you to drag the card into any of the other columns on the board. The Iteration field is updated when a card is moved from one column to the next.
Drag-and-drop re-ranking Hover over the card to see the cross-hair cursor that allows you to re-rank cards within the same column or re-rank by drag-and-drop from one column to the next.
The card that you re-rank will always be re-ranked to a position higher than the card beneath it. For example, if you move S456 above S123, it will set the rank of US456 higher than the rank for US123.
Search the Backlog column Search for a specific work item by the Name field. Enter criteria in the field at the top of the column and click the search icon, or press Enter.

Card actions

Action What it does
Quickly view a description Hovering over the FormattedID link on the card title (such as DE7018) will display the Description field in a pop-out.
View the detail page of a work item The FormattedID link on the card title (such as DE7018) is a URL that will take you to the detail page for the work item.
Edit card details Displays a full editor window for the work item. Hover over the card, then click the gear icon and select Edit.
Change the name of a card Click the name in the middle of the card to enter inline editing mode. Type in the new name, then click outside of the field.
Change the owner of a card Click the owner name in the header of the card to enter inline editing mode. Use the drop-down to select a new owner, then click outside of the card.
Copy a card Creates a copy of the work item and any associated tasks. Hover over the card, then click the gear icon and select Copy.
Delete a card Removes the work item from the board and places it in the Recycle Bin. Hover over the card, then click the gear icon and select Delete.
Review and add discussions Read or add comments to the work item. Hover over the card, then click the plus icon and select Discussion.
Block a card Highlights the card with a red border, indicating work is stalled. Hover over a card, and then click the stop sign icon at the bottom to mark it blocked. Use this same method to remove a blocked status. Note: This indication is best used when tracking work in a currently running iteration. Consider using the Iteration Tracking Board.
Mark a card ready-to-pull Highlights the card with a green border, indicating work is ready to move to the next stage. Hover over a card, and then click the check mark icon at the bottom to mark it ready. Use this same method to remove a ready status. Note: This indication is best used when tracking work in a currently running iteration. Consider using the Iteration Tracking Board.

Task actions

Action What it does
View overall task status The status of task progress and total remaining to do hours will display at the bottom of each card. Task progress is represented by an icon.
View all tasks with details Displays a list of all associated tasks and essential fields. Click the task summary icon at the bottom of a card, or hover over a card, then click the plus icon and select Tasks.
Edit task details inline Update the task Schedule State, Name, Owner, Estimate, and To Do fields from the task details display. Click a field to enable inline editing mode, then enter your changes. Text and number fields will have an entry form, while multi-select fields will display a drop-down. Click outside of the card area or press Enter to save your changes.
View or edit tasks Displays an editor window to change any standard or custom task field. From the task details display, click the gear icon to the left of the task, and then click Edit.
Copy a task Creates a copy of the task and associates it with the same work item. From the task details display, click the gear icon to the left of the task, and then click Copy.
Delete a task Disassociates the task from the work item and places it in the Recycle Bin. From the task details display, click the gear icon to the left of the task, and then click Delete.
Rank a task You can change the order that tasks display when viewing the details of a card. In the task details display, click the gripper icons to the left of a task row and drag the task to its new position.

Associated defect actions

Action What it does
View overall defect status The status of associated defects at the bottom of user story cards. An icon displays based on the number of defects associated to the story, and indicates if all defects have been closed.
View all associated defects with details Displays a list of all associated defects and essential fields. Click the defect summary icon at the bottom of a card, or hover over a card, then click the plus icon and select Defects.
Edit defect details inline Update the defect State, Name, Owner, Severity, and Priority fields from the defect details display. Click a field to enable inline editing mode, then enter your changes. Text fields will have an entry form, while multi-select fields will display a drop-down. Click outside of the card area or press Enter to save your changes.
View or edit defect Displays an editor window to change any standard or custom defect field. From the defect details display, click the gear icon to the left of the defect, and then click Edit.
Copy a defect Creates a copy of the defect and associates it with the same user story. From the defect details display, click the gear icon to the left of the task, and then click Copy.
Delete a defect Disassociates the defect from the user story and places it in the Recycle Bin. From the task details display, click the gear icon to the left of the defect, and then click Delete.
Rank a task You can change the order that defects display when viewing the details of a card. In the defect details display, click the gripper icons to the left of a defect row and drag the defect to its new position.

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