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Create stories

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Create stories

Create stories associated with a project and one-off stories, which are not associated to either a product or a project.

About this task

The Stories list displays current active stories. Create a story from this list or view the Story form for a current story. Add scrum tasks from the Story form and view story and task progress boards.
Stories can be associated to projects but is not mandatory. One-off stories can be created without a link to a product or a project. One-off stories are created with only a short description and assigned to a project or a group.
Note: While creating a story, if a project has only one phase then the story automatically gets tagged to the only phase.


  1. Navigate to Project > Agile > Stories.
  2. Click New.
  3. Fill in the fields on the Story form (see table).
  4. Click Submit.
    Table 1. Story form
    Field Description
    Number The automatically assigned story number. For example, STRY0010013.
    Project The associated project for this story.
    Project phase The name of the Agile phase, if the story is associated with a phase in the project workbench.
    Group The development group assigned to this story.
    Sprint The sprint assignment for this story.
    Points The number of points assigned to this story.
    Priority The priority assigned to the story:
    • 1 - Critical
    • 2 - High
    • 3 - Moderate
    • 4 - Low
    Type The type of story:
    • Development
    • Documentation
    • Spike
    State The current state of the story:
    • Draft
    • Estimation
    • Ready
    • Work in progress
    • Awaiting info
    • Ready for testing
    • Testing
    • Complete
    • Cancelled
    • Testing failed
    Assigned to The development group member assigned to this story.
    Blocked An indicator that shows if the story is blocked and cannot move forward.
    Short description A brief description of the story.
    Acceptance criteria The criteria that the story must meet to be considered complete.
    Description A more detailed description of the story.
    Work notes Any additional notes or information to be saved with the story.
    Related Links
    Add Scrum Tasks Allows the user to add multiple scrum tasks to the story from the Add Scrum Tasks dialog box. Select the number of tasks to add for each task type: Analysis, Coding, Documentation, and Testing. Then click OK. The tasks are added to the Scrum Tasks related list.
    Story Progress Board Displays a progress board with all the stories in a sprint.
    Task Progress Board Displays a progress board with all the tasks in a sprint.