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Iteration Tracking

The Iteration Tracking app provides your team with a view of work items within an iteration organized by schedule state.
Iteration Status is available as a page under
Track, Iteration Status
. Learn more.
Features of the Iteration Tracking app include:
  • Easily switch between list and board views to view and manage iteration details.
  • Make rapid changes within a card or list without opening the detail editor.
  • Choose which columns of data to display in the list view.
Source code is available: Iteration Tracking source code
This section includes the following topics:

Configure the Iteration Tracking App

You can update settings according to your permissions.
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.
    • Show age for card after days in column
      : You can enter any age limit between zero and 99 days.
    • Swimlanes
      : You can add a swimlane. Learn more about swimlanes.
  • User-level settings—any individual may change these values.
To update settings:
  1. Select the app gear menu and select
    Settings
    .
    Iteration Tracking

View Iteration Tracking Information

View and manage your user stories and defects within an iteration, including adding new work items. Within the Iteration Tracking app, you can select an iteration and filter the work items associated with that iteration.
Learn more about filtering.
Import and Export Options
You can
Import User Stories
,
Import Tasks
, and
Export
 as a CSV file by selecting the
Import/Export/Print
 icon.
Switch Between Board and List Views
When viewing work items for your iteration, you can switch between a board view with cards representing work items or a list view that organizes work items so you can easily view relationships and dependencies.
Select the toggle icon to switch between these two views.
Use the List View
The Iteration Tracking list view supports:
Selecting Columns in the List View
You can customize which fields are used as columns in the list.
Follow these steps:
  1. Select
    Show Columns
    .
  2. In the
    Show Columns
     dialog box, select or clear the corresponding check box next to each field you want to display in the list.
  3. Select
    Apply.
Updating Schedule States in the List View
You can update the schedule state for a work item with a single selection.
Follow this step:
  1. Select the desired state in the Schedule State column.
    Track Iterations
Edit Work Items Inline in the List View
You can edit work items inline.
To view and edit all fields of a work item within the detail editor, select the FormattedID.
Follow these steps:
  1. Select the field in the list item.
  2. Enter or select the new field value.
    Track Iterations
  3. Press
    Enter
     to save your changes. You can also select outside of the area to save. Press
    Esc
     to cancel any changes.
Inline Add Peer or Child Work Items in the List View
You can inline add peer or child work items.
A peer cannot be added inline for a parent story. However, a child can be added inline from a parent story.
Do one of the following:
  • Select
    Add Peer Inline
     from the gear menu to add a peer work item.
    Work items must be sorted by rank to add a peer inline.
    Track Iterations
  • Select
    Add Child Inline
     from the gear menu to add children to a parent story. 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.
Ranking Work Items in the List View
You can adjust the vertical position of a work item using 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.
Additionally, you can select the gear menu next to the work item you want to move and select the item's position.
Track Iterations
Learn more about ranking work items.
Editing Multiple Items in the List View
You can edit multiple work items at once by selecting the check boxes next to the work items you want to edit, then selecting an inline gear menu. Note that the options you see in the
Bulk Actions
 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.
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Track Iterations
To select all work items to bulk edit, select the check box at the top of the column.
Use the Board View of the Iteration Tracking App
The Iteration Tracking board view supports:
Select Fields to Display in the Board View
You can customize which fields are displayed on each card.
Follow these steps:
  1. Select
    Show on Cards
    .
  2. In the
    Show on Cards
     dialog box, select or clear the corresponding check box next to each field you want to display.
  3. Select
    Apply.
Update Schedule States in the Board View
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.
Edit Work Items in the Board View
You can edit many of the fields directly on the card.
To view and edit all fields of a work item within the detail editor, select the FormattedID.
Follow these steps:
  1. Select the field on the card.
  2. Enter or select the new field value.
  3. Press
    Enter
     to save your changes. You can also select outside of the card area to save. Press
    Esc
     to cancel any changes.
  4. To edit additional fields, select the FormattedID. Make your changes in the detail editor.
Choose a Color for Cards in the Board View
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.
Track Iterations