November 14, 2011

Configuring the TestTrack Agile Task Board

Helix ALM
The TestTrack Agile Task Board is a fully configurable web interface, enabling teams to work with TestTrack in a streamlined interface configured to match the way they work. Let’s look at how a team can set up the Agile Task Board to deliver the information they need for their project. Logging onto the Task Board presents a view of tasks to do, in progress, blocked, and completed. Configuration options can be accessed across the top of the page.

Column Setup

This menu option enables teams to configure their Task Board layout, using an easy to navigate step-by-step procedure illustrated in the figures below. In the first step, you can add or delete columns from the display. The default columns are To Do, In Progress, Blocked, and Done, based on the default TestTrack workflow. As you configure your own workflow in TestTrack, you can update the Task Board columns to reflect that new workflow. [caption id="" align="alignnone" width="520" caption="Agile Task Board Setup Step 1"]Agile Task Board Setup[/caption] The second step is to determine what information you would like to display in those columns. You have a variety of choices here, based on your TestTrack project configuration and capabilities. [caption id="" align="alignnone" width="536" caption="Agile Task Board Setup Step 2"]Agile Task Board Setup[/caption] Common choices are requirements (or user stories, TestTrack lets you define user stories as a starting point for a project), test cases, test runs, and issues. The last step maps workflow states and events to Task Board columns. For the display options you selected in the previous step, when should TestTrack update the Task Board display? The actions and events that change an artifact’s status are guided by the logical flow of your process. For example, in the configuration shown above, a defect in the Open state in TestTrack will be displayed in the In Progress column on the Task Board. Once that defect is marked as Fixed in TestTrack, it will automatically be moved to the Done column in the Task Board. Also note that the opposite is true, if you drag a defect from the In Progress column to the Done column, the defect will be marked as Fixed in TestTrack automatically. [caption id="" align="alignnone" width="556" caption="Agile Task Board Setup Step 3"]Agile Task Board Setup[/caption] You may want to display when a requirement is completed, when a defect is opened and closed, and when a test case is blocked. The important thing to remember is that it’s your team’s Task Board, so set it up with the data and events that are important for your team and project. And that’s it. The selected data will be displayed on the Agile Task Board under the relevant release and sprint folder, and will be updated from the TestTrack Server when you’ve told it to. Teams can view the data in the Task Board, and make updates to the Task Board that will propagate back to your TestTrack project in real-time. It should take less than an hour to set up the Agile Task Board in a way that is useful to your team, simply by selecting the TestTrack information and state changes that represent the most important data to be shared by the team. The Seapine Services team is also a great resource if you need additional help configuring the Task Board. Please contact for more information and a demonstration of the TestTrack Agile Task Board.