Quick reference index for Azure Boards settings
TFS 2017 | TFS 2015 | TFS 2013
Use this index to quickly access concepts and tasks related to configuring and customizing Azure Boards. If you're new to the Azure Boards, see What is Azure Boards?.
Get started
You can start using Azure Boards without configuring or customizing anything. However, as your organization grows, you'll find it beneficial to add teams, define area paths and iteration paths. If you are tasked with administrating a project for several teams, we recommend you review the following articles.
- Customize work tracking overview
- Add a team
- Define Area Paths
- Define Iteration Paths
- Configure and customize Azure Boards
- Set process permissions
Configure team tools
Each team administrator can configure the following elements for their team, backlogs, or boards. For an introduction to configuring team tools, see Manage and configure team tools.
General
Process and project customization
You customize your work tracking experience to support your business and reporting needs. The most common customizations include adding a custom field, modifying a work item form, or adding a custom work item type. Process customization tasks must be performed by an administrator who has the necessary organization-level permissions, as they affect all users and teams within a project.
You customize Azure Boards work tracking using the On-premises XML process model. This model requires editing XML definition files and uploading the modified files to the server.
On-premises XML process model
With the On-premises XML process model, you modify the XML definition of work item types, the process configuration, categories, and more. You can also update the attributes of fields or exercise one of the witadmin commands.
Fields
- Add a checkbox (Boolean) field (TFS 2017.2)
- Add a custom field
- Add or modify a pick list
- Modify a field
- Add rules to a field
- Add a custom control field
- Add fields that integrate with test, build, and version control
Work item types
Backlogs and boards
- Add WITs to backlogs or boards
- Add portfolio backlogs
- Configure the quick add panel
- Configure the default backlog columns
- Set maximum number of task board items
- Set default weekend days (Scrum)
- Set default bug management behavior
- Set default hidden backlogs
- Change process configuration
- Add custom categories