Iteration Tracking

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Beta version of the new Iteration Status page now available

Rally has released a Beta version of a new Iteration Status page.

With the new Iteration Status page, you can:

  • quickly view the most important information to keep track of your iteration
  • view detailed iteration data as cards or as a grid
  • easily view the parent-child relationship of artifacts in a hierarchical grid
  • make rapid changes within a card or grid line without opening the detail page
  • personalize which columns of data to display in the grid view

To use the new Iteration Tracking page, click Track -> Iteration Status and click Try New Version.

The Iteration Tracking app provides your team with a view of the user stories and defects within an iteration organized by schedule state, as if you were looking at a whiteboard.


Iteration Tracking Board

Set up the app

Once you add the app to a page, the app automatically displays the Schedule State field of work items as columns. If you have set up custom values for the Schedule State field (you can have a custom value before Defined and one after Accepted), those columns will also display. If you want to hide or change the names of the custom states, you must remove or edit the values for the field in your workspace.

Set up the board

The app automatically displays the state of work items in the current iteration. If there is not an active iteration in your project, it will display the most recent iteration.

Change the iteration from the drop-down near the title bar. The arrows on each side of the drop-down allow you to quickly move to the next or previous iteration.

Global settings

You can set the app to change its data with your global project picker, or you can choose a specific project or group of projects to work from. If you choose the Follow Global Project Setting, then the contents of the app will change according to your global project picker. Select Choose a Specific Project if you want to see another project's work, regardless of your global project setting.

If your app is installed on a shared custom page, check the Default Settings check box to use the settings selected in the lower section of the menu for all projects in the workspace. Changes you make to fields displayed on cards and other options will be used when viewing the app from any project.

Change the display options

Use the Card Fields section to select what work item fields are displayed on cards. You can select any valid standard or custom field for user stories and defects.

Card Fields

Select the Show age for card after day(s) in column if you want to see a visual indicator on a card after the limit is exceeded. You can change the maximum number of days as desired.

Use cards

User stories and defects are displayed on the app as cards.

Once your team has committed to which user stories will be in the next iteration, you can use the app to complete iteration planning by creating tasks. When the iteration begins, you can update all work items, including tasks, without leaving the app.

Update states

Each card resides in a column according to its current Schedule State field value. If you are starting a new iteration, your cards should be in the left-most column. When work begins, cards are moved to the right.

To update the state of a card, drag it into the appropriate column. If the work item has tasks associated with it, the card moves to a column automatically after updating the state of a task.

Update States

Edit details

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

Inline Edit

To edit additional fields, click the gear icon and select Edit. Make your changes in the editor window.

Filter cards by owner

Use the Filter by Owner drop-down to see all cards owned by a specific team member. You can also filter cards that have no owner.

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

Mark cards as blocked or ready-to-pull

If you cannot work on a card, or a task associated with a card, you can mark it as blocked to notify your team of a problem. Blocked cards display on the board with a red border. Hover over a card and click the stop sign icon to set the blocked status.

After the stop sign icon is clicked, the Blocked Reason field displays. Type the reason for the blocked status, then click outside of the card to save. You can edit the Blocked Reason by clicking the field on the card. When a blocked status is removed, the Blocked Reason field is cleared out.

When a card is ready to move to the next stage of development, you can mark it as ready-to-pull to update your product owner or other team members. The card displays on the board with a green border. Hover over a card and click the checkmark icon to set ready-to-pull status.

If you check the Blocked field when using the task editor window, the blocked status will roll up to the associated work item. The card for that work item will display the red border.

Choose a color for cards

Use the color picker icon to change the top border of the card. This icon is located by hovering on the bottom of the card.

Rank cards

Adjust the vertical position of a card by dragging it up or down within a column. This is helpful if your team has many work items within a given state, and you want to visually remind them which items are high priority. At the beginning of an iteration, you can use this feature to identify what work is most important to begin first.

Rank Cards

Add new cards

You can add a new user story or defect to the app with the Add New button:

Quick add Add with details
Quickly add new card Add card with details

Copy or delete cards

You may copy or delete a work item by hovering over a card and clicking the gear icon.

Select Copy to create 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, defect, or a template set of tasks.

Select Delete to immediately remove the work item from the app and move it to the Recycle Bin.

View and update tasks

You can quickly view the overall status of associated tasks on each card. If tasks are associated to a work item, an icon and a count of completed tasks display at the bottom of the card. An aggregate total of the remaining task to do hours will display to the right of the icon.

Task status icon

Task Status icons

Add the task status column to your Backlog page to see the state of tasks associated to your user story or defect. When displayed, the column will have a colored icon indicating the status of the associated items.

Note: These columns are also available inside of Custom Grid apps.

Icon Tasks associated to the work item
Grey fill icon All have a state of Defined
In Progress icon At least one has a state of In Progress, none are blocked
Task Blocked icon At least one is blocked
Green check icon All have a state of Completed, none are blocked

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 plus icon when hovering over the card and select Tasks. To exit the task details display, click the arrow icon or outside of the area.

The following fields display:

  • Name
  • Owner
  • State
  • 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.

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

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.

Quick add Add with details

Copy or delete tasks

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

Select Copy to create a copy of the task. This is useful during iteration planning when you need to create a similar set of tasks associated to a work item.

Select Delete to immediately disassociate the task from the work item and move it to the Recycle Bin.

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 plus icon when hovering over a card and 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 or use the 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. Quickly add a new defect by clicking the Add button, or click Add with Details to open the defect editor.

Quick add Add with details

Copy or delete defects

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

Select Copy to create a copy of the defect associated to the same user story.

Select Delete to immediately disassociate the defect from the story and move it to the Recycle Bin.

View and update discussions

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

To update discussions for a card:

  1. Hover over a card, click the plus icon and select Discussion.
  2. Enter your new comment in the text field and 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 on 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.

Available actions

Column actions

Action What it does
Drag-and-drop to another column 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 app. The Schedule State 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.

Card actions

Action What it does
View the details of the 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.
Mark a card ready Highlights the card with a green border, indicating work is ready to be reviewed or moved to the next stage. Hover over a card, and then click the stop check icon at the bottom to mark it ready. Use this same method to remove a ready status. The Ready checkbox inside of the user story or defect will be edited when performing this function.
Change the color of a card The default colors for cards is blue for a user story and grey for a defect. The card color can be customized with the color picker. Hover over a card, then click the color picker icon at the bottom.
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.
Change the name of a card Click the name in the center 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 near the top 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 copies any associated tasks. Hover over the card, then click the gear icon and select Copy.
Delete a card Removes the work item from the app 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.

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, click the plus icon, and select Tasks.
Edit task details inline You can 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.
Open full task editor 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 will display 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, click the plus icon, and select Defects.
Edit defect details inline You can 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.
Open full defect editor 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 defect 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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