Execute

How to Execute a User Story

In this article, we will help you to understand the marketing templates and menus related to it. Skip Ahead to: Overview Navigation Prioritizing and Estimating User Stories Add ToDo to a User Story Tracking User Story/ ToDos Progress Creating Test Cases for the User Story Overview Typically, the product owner defines the user stories and […]

Task Plan Overview

This article aims to provide you with a comprehensive overview of the Task Plan and layout of the Tasks section. Skip Ahead to: Task Plan Overview Customize the Tasks View Tasks Section Layout Task Plan Closure Overview Task Plans are used to divide the scope of the project into multiple concurrent or time-phased streams of […]

How to Add a Defect

In this article, we will help you to understand how to add a defect. Skip Ahead to: Overview Navigation Steps to Create Defects Common Operations to Manage Defects Overview The defect is a non-conformity observed against the specifications. Defects are logged as a part of the testing process, reported internally, or reported by customers. You […]

How to Add a User Story

Start with the video first to get a better grasp of the topic! Skip Ahead to: Overview Navigation Steps to Create a User Story Common Operations to Manage a User Story Overview A User Story is a software system requirement formulated by the customer, in one or two sentences, in the everyday language of the […]

Working with Themes & Epics

In this article, we will help you to understand themes and epics. Skip Ahead to: Themes and Epics Overview Navigation Default Sections in Themes/Epic Form Common Operations to Manage Themes/Epics Tracking the Progress of Parent Cards on the Work Hub Themes and Epics Overview Themes is a collection of related user stories. An Epic can […]

How to Reschedule the Task Plan

Overview A rescheduling plan is an explicit modification of the project plan by the project manager in real-time. Rescheduled task changes are visible immediately to the Project Manager for evaluation. The task efforts are based on the Planned Start and Planned End dates of the tasks. The Resource assignment for the task is dependent on […]

How to Assign/Unassign Resources to Tasks

This article explains how to easily assign or unassign resources in tasks. Skip Ahead to: Overview Steps to Assign Resources to Tasks Steps to Unassign Resources for Task Steps to Unassign Resources from Selected Task Overview After you create a task, assign resources (team members invited into your project) to assign responsibility for getting those […]

How to Sync Calendar for all Tasks

Overview At times, resources may need to change their working hours or add non-working days to their calendar. For this change to reflect the task’s duration and planned effort of the resource, the project managers can edit one of the relevant task fields such as Planned Start, Planned Finish, Planned Effort, or Percent Allocation of […]

Working with Tasks Section

This article aims to provide you with a comprehensive overview of the Tasks section of the Task Plan and its features. Skip Ahead to: Overview Tasks Section Features Overview The Tasks section displays a list of tasks available in the Task Plan. From here, you can add, modify, or delete tasks, assign resources, and log […]

How to Customize the Task Plan View

Overview The columns in the Task Plan are based on the fields selected in the Table view. The task listing always reflects the selected column order and visibility settings. Tasks are displayed according to their hierarchy level, and as you scroll through the plan, the column headers remain fixed for easy reference. To customize the […]