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Workbooks (Agile)

  • Article

You can use workbooks to plan work by assigning bugs and issues to specific iterations, also referred to as sprints. By using the workbooks that are provided with the process template for MSF for Agile Software Development v6.0, you can quickly create work items and modify the rank, priority, state, and assignments of multiple work items at the same time.

In this topic

  • Required Configurations to Use Workbooks

  • Common Tasks Performed Using Workbooks

  • Related Tasks

Required Configurations to Use Workbooks

To access and use the workbooks, the following configurations must be met:

  • To access a workbook, your team project must have been provisioned with a project portal.

    Workbooks are stored on the server that hosts SharePoint Products for your team project. If a project portal has not been enabled for your team project, you cannot access the workbook. For more information, see Access a Team Project Portal and Process Guidance.

  • To open a workbook in Office Excel, you must have the Team Foundation Office Integration add-in installed on your client computer. This add-in is installed when you install any product in Visual Studio ALM. 

Common Tasks Performed Using Workbooks

Task

Workbook

Review, rank, and track blocking issues. You can use the Issues workbook to review and rank problems that might block team progress. This workbook uses the Open Issues team query to list all issues that are not closed.

Triage bugs. You can use the Triage workbook to rank and assign bugs to be worked on for an iteration. This workbook uses the Bug Triage team query to list all active bugs that are assigned to an iteration but not a team member.

Task

Related topics

Define user stories, product features, or requirements. A team creates user stories to define the features, functions, and requirements to be implemented.

Estimate and track work. A team uses tasks to track the level of effort that is required to implement a user story or other area of work that is identified for the project.

Define and manage risks, issues, or impediments. You can define known or potential problems, impediments, or risks to your project by using the issue work items.

Open and track bugs. You can track code defects by using bug work items.

See Also

Concepts

Artifacts (Agile)

Other Resources

Shared Queries (Agile)