The Work Views page is your one-stop shop to view all the work items relevant to one or more teams/projects. The page allows you to easily view and find your work and manage it in one place. You can manage multiple levels of work items for multiple teams and create work views. Views can be saved for quick access.
The Work Views page can be used to replace the work that you do on the following pages:
- User Stories
- Portfolio Items
Work items on all of these pages can be easily viewed and managed on the Work Views page.
The Work Views page includes:
- Select Projects and Work Item Types
- Filter Work Items
- Customize How Work Items Display
- Save Your View
- Manage Saved Views
- Add New Work Items
Select Projects and Work Item Types
Select at least one project and work item to get started using the page. You can select multiple projects and work item types to display.
Multiple child projects can be selected for an extensive display of work items in your project hierarchy. Shift + select to select child items.
You can also select multiple work item types, regardless of hierarchy. Tasks will only display as children of work items.
Duplicate work items may display on the grid. For example, if you select both user story and portfolio item work items, a user story may display under the feature and as a stand-alone user story. You can alleviate this issue by adding a filter to only show features and un-parented user stories.
Filter Work Items
You can work with quick filters or advanced filters. You cannot combine the two.
Select Manage Filters to refine the results on the page. Multi-select from the drop-down or enter search criteria to add filters. Once you've selected all applicable filter types, select Apply.
Next, populate the selected filters. The grid will automatically display work items based on your filters.
The selected filters display at the top of the grid. Use the drop-down field multi-select values for the selected filters. The work items on the grid automatically populate as you select values. The drop-down lists selected and available values. Select the No Entry option to display work items that do not have a field value.
To clear selected filters, select the Reset button.
Advanced filters allow you to specify more detail than in the quick filter settings. Using advanced filters, you can:
- Specify a date range
- Use more operators when defining a filter (other than "=" or "contains")
When you switch to advanced filters, CA Agile Central ports your quick filter settings. You can then adjust the detail of the filter.
To clear the advanced filters, select Clear All.
Switching back to quick filters displays the message "Returning to Quick Filters may change your results. All operators will be converted to either '=' or 'contains'."
Customize How Work Items Display
You have several options for modifying work items on the page, including:
The Group By functionality allows you to group your information according to the values contained in a field.
- Select Group By.
- Select the field to group by from the drop-down list. Only one field can be selected.
To stop grouping, select
The work items are grouped under each field value. The Total Work Items in each group displays to the right.
You can drag-and-drop work items between the groups. This updates the field value in that work item.
Select the column picker icon. Columns will display even if a field is hidden for a project or work item. Hidden fields can be edited inline and bulk edited. Columns will show -- if not applicable for a work item. Search or scroll to select columns you want to display on the grid. Select Apply to confirm your selections.
You can reorder columns (except for Rank, ID, and Name) by dragging and dropping the column header to the new location.
Drag and Drop
You can use drag and drop to reparent or re-rank work items.
- Dropping an item onto another item (target) attempts to reparent it to the target. If the target item is allowed to have a child item, it highlights as an available target.
- Dropping an item between items re-ranks it.
A drop operation is allowed if the target (either a work item or the line between items) highlights as an available target. Otherwise, the dragged item goes back to its original position.
Select multiple work items, then select the pencil icon to edit fields across work items.
You can select up to four values to update across the checked work items. You can only bulk edit fields that apply to all work items selected on the grid. Hidden fields are available on the bulk edit list of fields and can be edited. Learn more.
Select one or more work items and select the trash can icon to delete multiple work items at one time.
Save Your View
You can save your modifications to the Work Views page so you can view them later.
- Set up your Work Views page.
- Select Manage Saved Views.
- Select + Add New.
Enter a name for the view, then select Create.
Manage Saved Views
Access all your saved views from the drop-down. You can also manage your views from the drop-down.
You can make changes to the view and update the view or save it as a new view:
You can rename the view by selecting the checkbox next to the view, then entering a new name.
The Sharing value determines whether the view is User only (Not Shared), project shared (Shared with project), or workspace shared (Shared with workspace).
Add New Work Items
If your page is already populated with work items, select a value from either the Work Item Types or Projects drop-down. Then, select the + Add New button.
To enable the quick add Create button, at least one value from both the Work Item Types and Projects drop-downs must be selected. To Create with Details, only one value from either the Work Item Types or Projects drop-down must be selected.
Complete the required fields for the work item in editable detail page and select Save. The newly created work item will only display on the grid if it matches selected filters.