Dashboard phases

Your dashboard phases are automatically fetched if you have your account integrated with Azure DevOps or Jira. You can add a WIP limit per dashboard phase by using the edit option. You can use this limit to get warnings in your scenarios based on the quantity of work items in a certain dashboard phase.

Work item phases

Your work item phases are automatically fetched if you have your account integrated with Azure DevOps or Jira. You can add action per work item phase to create a checklist in your work item statement. In this way you have a double check if a work item can go to the next work item phase.

Work item status

You can add work item statuses in your work item statement. These statuses can help you to get an easy overview of how your portfolio is progressing (see Portfolio progress report). Via Settings/Work item status you can add your own work item statuses.

The work item status can be selected in the work item statement by the user.

State level

The state level can be used to map different dashboard phases to one label. The state level can be used in the Portfolio Progress report to get an overview how much work is currently in the portfolio.

You can create a new state and map the desired dashboard phases to the state.

The state will be automatically chosen based on the dashboard phase of the work item.

Activity log

In your activity log you will find the logs of the activities that have happened in your account. In this way you can always trace what happened.

Dashboard phases

Your dashboard phases are automatically fetched if you have your account integrated with Azure DevOps or Jira. You can add a WIP limit per dashboard phase by using the edit option. You can use this limit to get warnings in your scenarios based on the quantity of work items in a certain dashboard phase.

Work item phases

Your work item phases are automatically fetched if you have your account integrated with Azure DevOps or Jira. You can add action per work item phase to create a checklist in your work item statement. In this way you have a double check if a work item can go to the next work item phase.

work-item-phases.png

Work item status

You can add work item statuses in your work item statement. These statuses can help you to get an easy overview of how your portfolio is progressing (see Portfolio progress report). Via Settings/Work item status you can add your own work item statuses.

The work item status can be selected in the work item statement by the user.

State level

The state level can be used to map different dashboard phases to one label. The state level can be used in the Portfolio Progress report to get an overview how much work is currently in the portfolio.

You can create a new state and map the desired dashboard phases to the state.

The state will be automatically chosen based on the dashboard phase of the work item.

Activity log

In your activity log you will find the logs of the activities that have happened in your account. In this way you can always trace what happened.