6. Update and monitor your Taskboard

Azure DevOps Services | Azure DevOps Server 2022 - Azure DevOps Server 2019

Once you have your sprint plan in place, you'll execute that plan during the sprint. In your daily Scrum meetings, your team can view progress made to backlog items and tasks from the sprint Taskboard.

Your Taskboard provides a visualization of flow and status of each sprint task. With it, you can focus on the status of backlog items and work assigned to each team member. It also summarizes the total amount of Remaining Work to complete for a task and within a column.

In this article you'll learn how to:

  • Open the sprint Taskboard for your team
  • Customize your Taskboard
  • Use your Taskboard to review progress during daily scrum meetings
  • Filter and group work items on your Taskboard
  • Update the status of tasks through drag-and-drop
  • Update remaining work
  • Close out a sprint

If you haven't yet added tasks to your sprint backlog, do that now.

Note

Your Taskboard is one of two types of boards available to you. For an overview of the features supported on each backlog and board, see Backlogs, boards, and plans.

Prerequisites

  • Connect to a project. If you don't have a project yet, create one.
  • Get added to a project as a member of the Contributors or Project Administrators security group. To get added, Add users to a project or team.
  • To add work items and exercise all board features, you must be granted Basic access or higher. Users granted Stakeholder accesses have limited access to features. For more information, see Stakeholder access quick reference.
  • To view or modify work items, you must have your View work items in this node and Edit work items in this node permissions set to Allow. By default, the Contributors group has this permission set. For more information, see Set permissions and access for work tracking.

Note

Users assigned Stakeholder access can't exercise these Taskboard features: update fields displayed on cards or use the Planning pane to change the sprint assignment.

Note

Users with Stakeholder access can't exercise these Taskboard features: add tasks, update fields displayed on cards, drag-and-drop tasks to update status, or use the Planning pane to change the sprint assignment.

Open the sprint Taskboard for your team

  1. From your web browser, open the sprint backlog for your team.

    1. Check that you've selected the right Project
    2. Choose Boards>Sprints
    3. Select the correct Team from the team selector menu
    4. Choose Taskboard

    Screenshot that shows how to Open the sprint Taskboard for a team.

    To choose another team, open the selector and select a different team or choose the View sprints directory or Browse all sprints option. Or, you can enter a keyword in the search box to filter the list of team backlogs for the project.

    Screenshot that shows the sprint backlog team selector options.

  2. To choose a different sprint than the one shown, open the sprint selector and choose the sprint you want.

    Screenshot that shows how to Choose another sprint.

    The system lists only those sprints that have been selected for the current team focus. If you don't see the sprints you want listed, then choose New Sprint from the menu, and then choose Select existing iteration. For more information, see Define iteration (sprint) paths.

  1. From your web browser, open the sprint backlog for your team. (1) Check that you've selected the right project, (2) choose Boards>Sprints, (3) select the correct team from the team selector menu, and lastly (4), choose (4) Taskboard.

    Screenshot that shows how to Open the sprint Taskboard for a team, Azure DevOps 2019.

    To choose another team, open the selector and select a different team or choose the Browse all sprints option. Or, you can enter a keyword in the search box to filter the list of team backlogs for the project.

    Screenshot that shows the sprint backlog team selector options, Azure DevOps 2019.

  2. To choose a different sprint than the one shown, open the sprint selector and choose the sprint you want.

    Screenshot that shows how to Choose another sprint, Azure DevOps 2019.

    The system lists only those sprints that have been selected for the current team focus. If you don't see the sprints you want listed, then choose New Sprint from the menu, and then choose Select existing iteration. For more information, see Define iteration (sprint) paths.

Customize the Taskboard

Each team can customize their Taskboard in the following ways:

  • Add or rename columns.
  • Customize cards to show another fields or change card color based on specified field criteria.
  • Show bugs on the Taskboard. Your team can choose to manage bugs similar to product backlog items, as shown in this article, or manage them similar to tasks. When you track bugs similar to tasks, they'll show up on your sprint backlogs and Taskboards at the same level as tasks.
  • Customize cards that appear on the Taskboard to show other fields.
  • Show bugs on the Taskboard. Your team can choose to manage bugs similar to product backlog items, as shown in this article, or manage them similar to tasks. When you track bugs similar to tasks, they'll show up on your sprint backlogs and Taskboards at the same level as tasks.

Unlike the Kanban board for a product backlog, you can't add another columns to the Taskboard via a team configuration setting. Instead, you need to modify the workflow definitions for the task work item type used by the project. Workflow customizations update the columns for the Taskboard for all teams within the project.

An administrator can customize the Taskboard for all teams in the following ways:

An administrator can customize the Taskboard for all teams in the following ways based on the process model selected for the project:

Inherited process model:

On-prem XML process model:

Taskboard controls

Control Function
Backlog Switch to sprint backlog view
Board Switch to taskboard view
Capacity Switch to Capacity planning
Group by Stories/People Switch grouping of cards based on backlog items or team members
Person Filter tasks to show items assigned to All or a selected team member
Settings icon Open board settings
full screen icon/exit full screen icon Enter or exit full screen mode

See also Backlog keyboard shortcuts.

Review progress in daily scrum meetings

During your daily Scrum, you can filter your Taskboard to help focus on items of interest.

  • Group by Backlog items or Group by stories to monitor progress of your product backlog items, stories, requirements, or bugs.
  • Group by People when you want to monitor progress of individual team members.

Note

Your Taskboard automatically refreshes when changes occur. There isn't any live updates control, it simply happens in the background. As other team members move or reorder cards on the taskboard, the Taskboard automatically updates with these changes. You don't need to press F5 to see the latest changes.

Use the Person filter when you want to focus on work assigned to individual team members.

Tip

If you're seeing tasks that don't belong to your team, check that you've selected the correct team.

Show progress on items

With this view, you can quickly see which items are nearing completion and which have yet to be started.

  1. To show cards based on their backlog-to-task groupings, choose View options and select Stories (for Agile), Issues (for Basic), Backlog items (for Scrum),and Requirements (for CMMI).

    Screenshot of Taskboard, Set view options.

  2. You can Collapse All or Expand All rows, and selectively expand expand icon and collapse collapse icon a row to focus on a particular item and its tasks.

    Screenshot of Taskboard, collapsed, show items.

Show a team member's progress

With this view, you can focus on the work completed and the work remaining for each individual team member. You can quickly see who may need help with completing their sprint tasks. This view shows items and tasks assigned to the selected team member.

To filter on the tasks for a specific team member, choose the filter icon, and then select their name from the Assigned to filter box.

Screenshot of Taskboard, filter on a person.

Group tasks by team members

With this view, you can quickly see all the tasks associated with each team member. Backlog items don't appear in this view, only the tasks associated with each individual.

  1. Choose the view options icon and select People.

    Only those team members with tasks assigned to them are listed. All their tasks are shown as cards under their column state.

    Screenshot of Taskboard, Group by people.

  2. To filter on the tasks for a specific team member, choose Filter , and then select their name from the Assigned to filter box. For more information, see Interactively filter backlogs, boards, queries, and plans.

    Screenshot of Taskboard, Filter on tasks for a specific team member.

Update tasks during the sprint cycle

The Taskboard makes quick work of updating both task status and remaining work.

Update a task's status

Drag tasks to a downstream column to reflect if they are in progress or completed.

Screenshot of Taskboard, update task status.

When you move a task to the Done or Completed column, the system automatically updates the Remaining Work field to 0 in all processes, except CMMI. If you discover more work is remaining, change the State back to In progress or To do, and enter a value for the Remaining Work.

Update Remaining Work

Updating Remaining Work, preferably before the daily Scrum meeting, helps the team stay informed of the progress being made. It also ensures a smoother burndown chart.

Each team member can review the tasks they've worked on and estimate the work remaining. If they've discovered that it's taking longer than expected to complete, they should increase the Remaining Work for the task. Remaining Work should always reflect exactly how much work the team member estimates is remaining to complete the task.

Screenshot of Taskboard, Update remaining work.

Close out a sprint and update your Taskboard

At the end of the sprint, you'll want to complete these final tasks:

  • Zero out Remaining Work of all completed tasks
  • Update the status of all completed backlog items
  • Drag incomplete backlog items and tasks to the next sprint or back to the product backlog.

Drag an incomplete item to the product backlog or to a future sprint updates the Iteration Path of all unfinished child tasks to correspond to the product-backlog iteration path or future sprint.

See also End of sprint activities.

Reduce the number of items on the taskboard

If you exceed the number of items allowed on your taskboard, you'll receive a message indicating that you need to reduce the number of items. The maximum number of items includes work item types included in the Requirement and Task categories.

You can reduce the number of items on the taskboard by moving them to the backlog or another sprint. When you move a parent PBI or user story, all active child tasks (State not equal to Done or Closed) automatically move with the parent item.

  • From the taskboard, drag the PBI or user story from the first column onto the backlog or future sprint. All child tasks automatically move with the parent item.
  • From the sprint backlog, multi-select the items to move and then select the context menu for an item. Then, select the iteration to move them to.

Screenshot that shows multi-select items from the sprint backlog.

Or, if your project uses an On-premises XML process, you can increase the maximum number of allowed items.

Next step

As you can see, the Taskboard provides support for your Scrum activities. For related articles, see: