Use the Create Sprints related link on the Group form to create multiple sprints or use the Sprints related list to create individual sprints.
View the created sprints
Use the Sprints related list on the Group form.
Task
How do I do this?
Create a project
Navigate to Project > Projects > Create New.
Navigate to Project > Projects > Project Workspace and click New Project.
Task
How do I do this?
Open an existing project
Click the Project Workspace related link on the Project form.
Navigate to Project > Projects > Project Workspace and select the project from the Select Projects choice list in the workspace header.
Task
How do I do this?
Create an agile phase for a project
Click the Add phase icon (
Image omitted: ProjectWorkbenchAddPhaseIcon.png screenshot for add phase icon) and select <strong>Agile</strong> from the Phase Type choice list.<strong>Note:</strong> This option appears only when both the Project Portfolio Management and Agile Development 2.0 applications are installed.</td></tr><tr><td>
Create a test phase for a project
Click the Add phase icon (
Image omitted: ProjectWorkbenchAddPhaseIcon.png screenshot for add phase icon) and select <strong>Test</strong> from the Phase Type choice list.<strong>Note:</strong> This option appears only when both the Project Portfolio Management and Test Management 2.0 applications are installed.</td></tr></tbody>
Task
How do I do this?
View phase details in list view or VTB
Click the List or VTB button in the project workbench header.
Assign a group to an agile phase
Edit the Agile phase and select a group in the Group field.
Select sprints for an agile phase
Edit the Agile phase, ensure that a group has been assigned, and select a Start Sprint and End Sprint.
Create stories for an agile phase
Click the Agile phase in the project workbench and click New in the detail view header.
Refine stories for one project
Click the Manage Stories button to open the Manage Stories dialog box.Note: You can also use the Agile Planning & Tracking related link on the Project form to view your backlog, assign stories to the projects, or create new stories for the project.
Refine stories across multiple projects
Click the Manage Stories related link on Group form.
Assign a group to an agile phase
Click the Agile phase edit icon and select the group from the Group choice list.
Task
How do I do this?
Add milestones to a project
Click the Add phase icon (
Image omitted: ProjectWorkbenchAddPhaseIcon.png Add phase icon\) and then click **Milestone** at the top of the Add Phase pop-up window.|
Task
How do I do this?
Start sprint planning
Navigate to Agile Development > Groups, open the desired group, and click the Sprint Planning related link.
Add stories to the sprint
Navigate to Agile Development > Groups, open the desired group, click the Sprint Planning related link, and click Create story.
Task
How do I do this?
Create a test plan
Navigate to Test Management > Test Execution > Test Plans > New.
Add test cases to a test plan
Click the Add Test Cases from Test Suite related link on the Test Plan form.
Assign test cases to testers
Select a user in the Assigned to field on the Test Case form.
Notify testers to start testing
Click the Notify testers to start testing related link on the Test Plan form.
Tester performs tests and submits results
Navigate to Self-Service > My Tests or Self-Service > My Assessments.
Monitor the testing progress
The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests.
Testing sign-off
Click the Sign-off Test Plan related link on Test Plan form.
Task
How do I do this?
Create a test execution suite
Navigate to Test Management 2.0 > Test Execution Suites, and click New.
Add tests to a test execution suite
Open a test execution suite, and click Add tests. From the Tests list, select the required tests and click Add to Execution Suite.
Assign tests to testers
Open a test execution suite. In the Test execution assignments related list, assign tests to testers. Note: Only the tests in the Ready state can be assigned.
Tester performs tests and submits results
Navigate to Test Management 2.0 > Tests Assigned to me. Select the required tests and click Run.