January 22, 2015

3 Steps to Get Started with TestTrack Task Boards

Helix ALM
If you haven't checked out TestTrack’s new task boards yet, here’s a little bit of information to help you get started.

What are task boards?

Task boards provide a visual, interactive view of the items in a folder. They make it easy for your team to communicate and measure progress during a sprint, release, or other milestone. They also help with planning and collaboration during stand-ups, retrospectives, issue triage, and other team meetings. Task boards are used most commonly to support Agile methodologies, but you can also use them if you use Waterfall or any other methodology. The bottom line is that task boards offer an alternate, more visually pleasing way to work with items in folders. Task board Task boards are available in both the TestTrack native and web clients. You can perform several actions on items in task boards. The most common (and cool!) thing you’ll do is easily change the status of an item by dragging and dropping it between status columns.

How do I get started?

Following are some tips to help a typical TestTrack user get started with task boards. You may not have security permissions to create and manage task boards. If not, contact your TestTrack administrator. Here's some info to help admins.

1. Look at task boards for existing folders in your project

If you already use folders in your TestTrack project, you can start using task boards pretty quickly. When TestTrack is upgraded to version 2015 or later, a default task board named ‘Default – Folders & Users’ is automatically selected for all folder types (unless another task board was already assigned). No matter what methodology you're using, this task board can help you visualize your data in a different way than the basic list of items you're used to when view a folder. Here’s more information about the default task boards. You may be able to view the default task board if your organization already uses folders and no other task boards are assigned to them yet. To view a task board, select the folder in the Folders list and click the View task board button. View task board button If your organization is already using task boards, you may see a different board when you click the View button. If you ‘Task boards are not configured for this folder’ is displayed, click some subfolders to see if any boards are available. Example task boards are also available in the TestTrack sample projects. Contact your administrator to see if those projects are available in a test environment for you to explore.

2. Get familiar with task boards

Learn more about the different components that make up a task board: cards, columns, and swimlanes. Familiarize yourself with the data you can see in a task board. See Task board components. It’s helpful if you can look at a task board while you read this information.

3. Learn what you can do in task boards

In task boards, you can drag cards between columns to change item status, perform actions on items, enter hours for work performed, and view project information. See Using task boards. Don’t perform actions in task boards in your production environment! You may inadvertently change live data. Use a test environment to experiment. Your TestTrack administrator can help you with that. Want more getting started information? Keep reading.

How do I create task boards?

If you’re responsible for creating and managing task boards, we have plenty of information to help you get started. Check out the following information: