![]() ![]() Items are only briefly in the Open state, so omitting that state from the task board simplifies the configuration and helps to avoid user confusion if the task board configuration is updated. In the following example from the Scrum Template sample project, new items are moved automatically from the Open state to either the New Task or New Story state based on automation rules and requirement types. If your team has a workflow with a ‘branching’ state that is only used to route an item to a different state, consider leaving that state out of your task board column mappings. States in blue are currently mapped to a column and states in white are not mapped. To make it easier to review which workflow states have been mapped or not mapped to columns, use the Diagram Workflow option in the Configure Workflow dialog box to show a color-coded workflow diagram for each of your item types. Multiply the states used in a simple workflow by three, four, or five different item types and you will find yourself mapping 30 or 40 different states into just a few columns. Use workflow diagrams to keep track of workflow state and column mappingsĮvery team’s workflow is different, but even the simplest process may have multiple workflow states for each item type managed in Helix ALM. This will reduce the number of workflow states you need to review and map to columns, which making the configuration go more quickly. Then, when you create the task board, use the Show menu to filter out any item types you will not use. For example, a design review task board may only show user stories and requirements while a daily stand up board will show stories, requirements, tasks, issues, and tests the team is working on.īefore configuring a task board, make sure the team agrees on the item types to show in the task board. The purpose or use case for a task board generally determines what types of Helix ALM items will be displayed. Task boards can be used for a variety of activities and projects, from design reviews and backlog grooming to project status meetings. Before reviewing these best practices, make sure you are familiar with how task boards work. ![]() Use this option to load configuration from JSON of an exported product integration.The following best practices will help you in configuring task boards in Helix ALM to match the way your team works. You can configure product integration and then export it to another campusM environment, for example, from sandbox to production or from preview to production.Ĭreate a JSON file with all product integration configurations. Unable to reach the service at this time. Message to display when there is an error retrieving the data. The message to display when the user’s tasks are loading. The message to display when the view the user has selected has no tasks available. The text for the Delete button when deleting a user created subtask.Īre you sure you would like to delete this item? ![]() The text for the Delete button when deleting a user created task. The description placeholder for the form field. The button label that appears when clearing a date. ![]() The button label that appears when selecting a date. The Title placeholder for the form field. The text for the Save button when saving a user created task. The text for the Add button when adding a subtask to a user created task. The text for the edit button that displays on user created tasks. The title displayed at the top of the user created task form. The label for the Submission By field for the task details. The label for the Incomplete view option. The label for the group of tasks that do not have due dates. The label for the button to show less tasks. The label for the button to show more tasks. Option to allow users to create their own tasks. Option to enable link outs when selecting tasks instead of directing to the task details page. Open Link Instead of Task Details Section The option to display or hide this field. OAUTH Using Client Credentials - select this if you are using a preliminary token call to get the access token.OAuth Using User App Authentication - select an OAuth integration profile (from the Integration Profiles configured in App Settings) and choose where the access token should be added, Header or URL.API Key - can be added to a Header or to the URL (Query Param) or both.Basic - username and password for Base64 basic authentication.The parameters sent as part of the query.Īdd (key, value) for additionally needed headers.Īuthentication type against the web service. See Testing API Product Integration Configuration. This section contains the RESTful API details to define the API structure. The title that appears in the top header of the service.ĭefines to which vendor the integration connects. Select to enable the product integration on the user's app.Ī description of the product integration for internal use. ![]()
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