Create scrum tasks in Agile Development 2.0 to break down a story into manageable pieces for your team to work on. You can create one scrum task at a time or multiple scrum tasks at once.

Before you begin

Role required: scrum_story_creator, scrum_admin

About this task

Team members volunteer for tasks based on their skills and track the hours remaining daily. If the task is not complete within the planned hours, it can be further split into additional tasks. A story is not complete until all its tasks are complete.

This task explains how to create one scrum task at a time. To save time, you can create multiple scrum tasks at once. See Create multiple scrum tasks for stories in Agile Development 2.0.

Procedure

  1. Navigate to All > Agile Development > Stories
  2. Open a story that you want to create tasks for.
  3. From the Scrum tasks related list, select New.
    Alternatively, you can create a scrum task using the Task board view of the Sprint tracking tab, on the Agile board.
  4. On the form, fill the fields.
    Table 1. Scrum Task form
    FieldDescription
    Number System-generated number for the story.
    Story Displays the story associated with the scrum task.
    Priority Priority for the task.
    Planned hours Estimated number of hours to complete the task.

    A typical scrum task should take between 4 and 12 hours. If the task requires more than 12 hours, consider breaking it down into multiple tasks.
    Remaining hours Estimated number of hours remaining to complete the scrum task. The assigned group member updates this value as work is progressing on the task.
    Actual hours After the task is complete, enter the number of hours the task actually took.
    Type Type of work involved.
    State Current state of the scrum task. The default for a new task is Draft.
    Assignment group Group that would work on this task.

    This field is automatically populated from the Assignment group of the story from which the task is created.
    Assigned to User working on the scrum task. This field is set to the story owner by default.
    Blocked Indicator to show that there are issues that prevent the scrum task from progressing.
    Short description Brief description of the scrum task.
    Description Detailed summary of the scrum task.
    Work notes Notes to indicate progress on the scrum task or issues blocking it.

Create multiple scrum tasks for stories in Agile Development 2.0

For your Agile Development 2.0 stories, create batches of different types of scrum tasks at a time, to save time.

Before you begin

Role required: scrum_story_creator, scrum_admin

About this task

Select a story that need scrum tasks and create all these tasks together. You can create tasks of different types such as Testing, Analysis, and others. All these tasks are created with the short description ToDo.... Open the task records later and fill in more details for the task.

Procedure

  1. Navigate to All > Agile Development > Stories
  2. Right-click a story number and select Add Scrum Tasks.
  3. On the form, enter the number of scrum tasks to create for each task type.
    • Analysis
    • Coding
    • Documentation
    • Testing
  4. Select OK.

Result

A batch of tasks of the selected types is created with a short description of ToDo... are listed in the Scrum Tasks related list of the story record.

What to do next

Open each scrum task record and fill in more details such as description, priority, and others. For field information of a Scrum Task form, see Create a scrum task for Agile Development 2.0 stories.