Work Items board widget

This widget creates a drag and drop Work Item Board on LiveReport, Info Pages, and Plans.

Transitions and Statuses are based on the configured Work Item's workflow.

If there are no additional workflow conditions or required fields, a Work Item is automatically saved when dragged to a new state.

If a Work Item requires additional input, for example a Resolution, the Work Item Properties sidebar automatically appears when the item is dragged to a new state.

See Customize the Work Item Properties sidebar and Work Item Properties sidebar for more information.

The properties of a Swimlane (parent Work Items) and their children (Cards) can be viewed and modified by clicking on their whitespace in the sidebar.

Enter the required information and click Save.

Parameters for the Work Items Board widget

Select a Plan to render a Work Items Board for.

(Click Select to select a Plan from a list or to enter its ID manually.)

Define a column's title.

Select the Status options that appear in the column. Available options depend on what is defined in the Work Item workflow.

(Multi-selection works here.)

Define the sub task link roles: Is triggered by, Implements, Verifies, Has Parent and so on.

(Multi-selection works here.)

Work Items appear in compact form when in the selected Statuses.

(Multi-selection works here.)

Fields visible in a Swim lane’s Work Item Properties sidebar. (Status or Severity by default.)

Fields visible in a Card's Work Item Properties sidebar. (Status / Severity by default.)

Applies any changes made in the sidebar.

Customize the Work Item Properties sidebar

You can customize what fields appear in the Work Item Properties sidebar for your Work Items Board.

  1. Open the Work Items Board: Parameters sidebar.

    • For a Plan: Click on Customize Plan Report above the table widget.

    • For LiveReport and Info Pages: Click on Edit above the table widget.

  2. Click Select below Work Item Properties Sidebar Fields for Swim lanes.

    The Select Items dialog box appears.

  3. Select an item from the Available Items box on the left and click .

    The item appears in the Selected Items box on the right.

  4. Repeat the process above to add all the items that you want to include then click OK.

  5. Click Select under Work Item Properties Sidebar Fields for Cards and add items like you did in Steps 3 and 4 then click OK.

  6. Click Apply.