Iteration Tracking

Iteration Status page provides your team with a view of work items within an iteration organized by schedule state.

Features of the Iteration Tracking app includes:

  • Easily switch between grid and board views to view and manage iteration details.
  • Visualize iteration data in multiple ways using charts.
  • 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.

Demo video

Watch the video below for a demo of the page, and preview how we're using some new features to provide consistency throughout the application:


5 minutes

Iteration status includes the following topics:


Select settings

Click the Gear menu to select settings for the page.

There are three permission levels for settings:

  • Global settings - only workspace administrators may change these values.
  • Project-level settings - only project administrators may change these values.
  • User-level settings - any individual may change these values.

Iteration Status settings

Enter a value in the Show age for card after __ days in column(s) box. You can enter any age limit between zero and 99 days.

You can also select the Swimlanes checkbox and select from the drop-down menu. Learn more about configuring swimlanes here. Swimlanes are a project-level setting and can only be change by project administrators.

Select an iteration

Choose your iteration from the drop-down menu from the top of the page to display the work items that apply to that iteration.

select iteration

Switch between board and grid views

When viewing work items for your iteration, you can switch between a board view with cards representing work items or a tree grid that organizes work items so you can easily view relationships and dependencies.

Click the toggle icon to switch between these two views.

switch view

Add new work items

Add a new story, defect, defect suite or test set by clicking the Add New button.

You can click the Add button to quickly add a new work item and enter details later, or you can click Add with Details to open the editable detail page for the work item and enter details.

Use the grid

Apply filters

You can filter the grid by many different values. Click the filter icon and select the desired field name, operator and value from the drop-down lists. Click Apply to save your changes. You can also Clear all filter values or Cancel if needed. To add more than three filters to the grid, click Add New.

filter

Use the Filter by Owner drop-down to select a team member and show cards on the grid that apply to that team member. You can search for other people that aren't team members, and you can 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

Select columns to show on the grid

Search or scroll to select columns that you want to display on the grid. Click Apply to confirm your selections.

Release Planning show columns

Import and export options

You can Import User Stories, Import Tasks, and Export as a CSV file by clicking the arrow icon on the right side of the page.

Update states

Update the Schedule State for a work item with a single click. Hover over the desired tick mark in the Schedule State column.

View or edit details

You can edit the Name, Plan Estimate, and Owner fields inline by clicking 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.

To edit additional fields, click the gear icon and select Show Details. Make your changes in the editable detail page.

Inline options

Add a peer or child inline

You can inline add a work item by selecting Add Peer Inline from the gear menu of a work item on the grid. Children can be added to a parent story by clicking the Add Child Inline option in the gear menu.

Select the Peer or Child Type, enter a Name, Plan Estimate and Owner. Then click Create + New to continue inline adding peer or child work items, or select Create to add the work item without adding additional peers or children. Additionally, you can select Add Details, which will display the detail page for the specified work item.

Note: A peer cannot be added for a parent story. However, a child can be added inline from a parent story.
Iteration Status create peer

The type of children you can add to a parent depends on the parent type. For a user story, you can add a child task, defect, user story or test case. For a test case within a test set, you can add a defect.

Rank work items

Adjust the vertical position of a work item via drag-and-drop. 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.

dragdrop

Additionally, you can click the Gear menu next to the work item you want to move and select the item's position.

Sort work items

Click on any column header to sort a work item by descending or ascending order.

Bulk actions

You can edit multiple work items at once by clicking the checkbox next to the work items you want to edit. Note that the options you see in the bulk edit menu depend on the types of work items selected. For example, selecting two user stories to bulk edit will also allow you to select a parent for both stories.

To select all work items to bulk edit, select the checkbox at the top of the column.

Use the board

Set up swimlanes

Swimlanes are horizontal rows that can be applied to a board for a team to easily visualize work items by category or sub-process.

Best Practice: The most common usage is to add an Expedite swimlane. You can use this swimlane to visualize a single work item that is allowed to violate work-in-progress (WIP) limits. This work item receives priority treatment over other work items in a column.

To add a swimlane:

  1. Click the Actions gear menu in the top-right of the board and select Settings.
  2. Select the Swimlanes checkbox.
  3. Select the type of swimlane you want to set up from the drop-down menu.
  4. Click Save at the bottom of the settings pane to save changes and create your swimlane.

settings

You can create several types of swimlanes, including:

Swimlane Description
Blocked

Work items that are blocked can be manually blocked or dragged into the swimlane.

swimlanes blocked
Expedite

Cards designated as urgent can be dragged into the swimlane and tracked. The Expedite field is available on all artifact work items (user story, defect, portfolio item, test set, and defect suite).

iteration expedite
Owner

Create owner swimlanes to easily drag work items that should be assigned to a specific owner.

iteration owner
Sizing

Sizing points are used to easily drag work items into a specific size grouping.

sizing



Note: For work items that include the swimlane field but the field has not been set to a value, those work items will display in a swimlane named No Entry.

Cards can be moved across swimlanes using drag-and-drop. Collapse a swimlane by clicking the arrow icon on the right side of the swimlane header.

iteration expand

Apply filters

You can filter the board by many different values. Click the filter icon and select the desired field name, operator and value from the drop-down lists. Click Apply to save your changes. You can also Clear all filter values or Cancel if needed. To add more than three filters to the board, click Add New.

Use the Filter by Owner drop-down to select a team member and show cards on the board that apply to that team member. You can search for other people that aren't team members, and you can filter cards that have no owner.

Select fields to show on the cards

Search or scroll to select fields that you want to display on the board. Click Apply to confirm your selections.

Import and export options

You can Import User Stories, Import Tasks, and Export as a CSV file by clicking the arrow icon on the right side of the page.

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

View or edit details

You can edit the Name, Plan Estimate, and Owner fields inline by clicking 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 Show Details. Make your changes in the editable detail page.

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.

Grid and board actions

Action Grid Board
Rank items

grid dragdrop

Rank Cards

Mark as blocked or ready

 

Add new work item Quickly add new card Quickly add new card
Copy or delete

 

 


Feedback

Need more help? The Rally Community is your one-stop shop for self-service and support. To submit feedback or cases to Rally Support, find answers, and collaborate with others, please join us at rallycommunity.rallydev.com.
© 2015 Rally Software Development Corp | Legal