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Plan and track work in Azure Boards

Azure DevOps Services | Azure DevOps Server | Azure DevOps Server 2022 | Azure DevOps Server 2020

Use Azure Boards to plan and track work with the Agile, Basic, Scrum, or Capability Maturity Model Integration (CMMI) processes. For more information about process choices, see About processes and process templates.

The Agile process uses user stories, tasks, bugs, features, and epics to plan and track work. Add user stories and group them into features when you need higher-level planning. Add tasks to a user story to track smaller units of work.

Work item types Backlog hierarchy
Screenshot showing Agile process work item types in a hierarchy. Screenshot showing Agile process hierarchical backlog.

Use the work item form to describe the work, assign owners, track status, and collaborate with the team through the Discussion section. This article shows how to add user stories, create child tasks, and update work items from the web portal.

Prerequisites

Category Requirements
Access levels - Add work items and use board features: at least Basic access.
- Private project: to view boards, open and modify work items, and add child tasks: at least Stakeholder access (Stakeholders can't reorder or reparent backlog items or update fields on cards).
- Public project: for full access to all Boards features: at least Stakeholder access.
Permissions Member of the Contributors or Project Administrators group.
Category Requirements
Access levels - Add work items and use board features: at least Basic access.
- View boards, open and modify work items, and add child tasks: at least Stakeholder access (Stakeholders can't reorder or reparent backlog items or update fields on cards).
Permissions Member of the Contributors or Project Administrators group.

For more information, see Default permissions and access for Azure Boards.

Open your board

A team board exists for each team in a project. To open a board:

  1. Sign in to your organization at https://dev.azure.com/{Your_Organization} and go to your project.
  2. Select Boards > Boards. Screenshot showing navigation to Boards in the project menu.
  3. Select a board from the All Team Boards dropdown. Screenshot showing the All Team Boards dropdown.

Add work items to your board

Boards automatically assign the team's default Area Path and Iteration Path to new work items. See Manage and configure team tools for team settings.

To add items:

  • Agile: On the Stories board, choose New item, type a title, and press Enter. Screenshot showing adding a new user story on the Stories board.
  • Basic: On the Issues board, choose New item, type a title, and press Enter. Screenshot showing adding a new issue on the Issues board.
  • Scrum: On the Backlog items board, choose New item, type a title, and press Enter. Screenshot showing adding a new backlog item on the Backlog items board.
  • CMMI: On the Requirements board, choose New item, type a title, and press Enter. Screenshot showing adding a new requirement on the Requirements board.

The system assigns an ID when you create the work item.

Tip

To add features and child items quickly, choose Features from the board selector.

Screenshot showing the Features board selector.

Add tasks (child items)

To track implementation details, create tasks from a parent work item.

  1. Open the parent card's actions menu and choose Add Task (the green plus icon). Screenshot showing Add Task from a work item card menu.

  2. Type the task title and press Enter. Screenshot showing entering a task title.

  3. To add multiple tasks quickly, continue typing titles and press Enter after each.

    Tasks inherit the parent's Area Path and Iteration Path and appear on sprint taskboards.

    You can:

    • Mark a task complete by selecting its checkbox (State changes to Done).

    Screenshot showing tasks marked as done.

    • Reorder or reparent tasks by dragging them in the checklist.

    Screenshot showing reordering a task.

    • Expand or collapse a task checklist.

    Screenshot showing a collapsed task checklist.

Open and update a work item

To edit a work item, select its title. Update field values, add a description, or add a discussion note. Use the Attachments tab to upload files by drag-and-drop. Screenshot showing details on a user story work item form.

When you finish editing, select Save & Close.

Update work status

Drag work item cards between columns to update their State.

  • Agile: move cards from BacklogActiveResolvedClosed. Screenshot showing moving a card between columns in Agile.
  • Basic: move cards from To DoDoingDone. Screenshot showing moving a card between columns in Basic.
  • Scrum: move cards from NewApprovedCommittedDone. Screenshot showing moving a card between columns in Scrum.
  • CMMI: move cards from BacklogActiveResolvedClosed. Screenshot showing moving a card between columns in CMMI.

Tip

To add or rename columns, see About configuring and customizing Azure Boards.

Field descriptions and task fields

You can use these fields on backlog items and tasks to support planning and capacity tracking.

Note

Tasks show "h" for hours on the taskboard, but you can track work in any unit your team prefers.

Field

Usage


The type of activity for a task (for example, Development, Testing). See Determine and set sprint capacity.

Discipline (CMMI process)

The discipline for CMMI tasks (for example, Analysis, Development, Test).

The estimated work required to complete a task.

The amount of work left to finish a task. Use hours or days. Update this field as work progresses; it's used by capacity charts and the sprint burndown.

The time spent implementing a task. Enter this value when you complete the task.

Task Type (CMMI only)

Select the appropriate task type for CMMI tasks (for example, Corrective Action, Mitigation Action, Planned).

Capture comments in the Discussion section

Use the Discussion section to add and review comments made about the work being performed.

Screenshot of Discussion section within a work item form.

The rich text editor toolbar appears under the text entry area when you place your cursor in any text box that supports text formatting.

Screenshot of Discussion section, Rich Text Editor toolbar.

Note

A Discussion work item field doesn't exist. To query work items with comments from the Discussion area, filter on the History field. The full content of the text entered in the Discussion text box is added to the History field.

Mention someone, a group, work item, or pull request

Select one of the following icons to open a menu of recent entries where you mentioned someone, linked to a work item, or linked to a pull request:

You can open the same menu by using keyboard shortcuts: at-mention @, hash tag #, and exclamation point !.

Screenshot of Discussion section, at-mention drop-down menu people-picker.

Enter a name or number to filter the menu list to match your entry. Select the entry you want to add. To bring a group into the discussion, enter the at symbol @ followed by the group name, such as a team or security group.

Edit or delete a comment

To edit or delete any of your discussion comments, select Edit or More actions ( ) and then select Delete:

Screenshot of Discussion section where you can choose Edit or Delete actions.

After you update the comment, select Update. To delete the comment, confirm the deletion. The History tab on the work item form maintains a full audit trail of all edited and deleted comments.

Important

For on-premises Azure DevOps Server, configure an SMTP server for team members to receive notifications.

Add a reaction to a comment

Add one or more reactions to a comment by choosing an emoji icon at the top right of any comment. Choose from the icons at the bottom of a comment next to any existing reactions. To remove your reaction, choose the reaction on the bottom of your comment. The following image shows an example of the experience of adding a reaction, and the display of reactions on a comment.

Screenshot of Discussion section, add a reaction to a comment.

Save a comment without saving the work item

Note

This feature is available starting in Azure DevOps Server 2022.1.

If you only have permissions to add to the Discussion of a work item, then you can do so by saving comments. This permission is controlled by Area Path nodes and the Edit work item comments in this node permission. For more information, see Set work tracking permissions - Create child nodes, modify work items under an area or iteration path.

When you save the comments, you don't need to save the work item.

Screenshot of Discussion section, save comment.

Note

When you save changes made to the Discussion control, only the comment is saved. No work item rules defined for the work item type are executed.