How to: Add a New Status Value to a Team's Process in Agility

Overview

Learn how to define a new Rollup Category/Status value in a Agility Team Process.

Note

Any member with Admin Privileges to edit Teams can add a new status value/Rollup Category in a Team's Process. Refer to the Admin Privileges articles for more details.

Steps

  1. Navigate to a specific Team, and click on their name (link) to open to the Team's "Details" page.
  2. Click on the "Process" tab.
  3. Click the + sign button for the appropriate Rollup Category (or status value). 
  4. Enter a Title and Description,
  5. Click Save.

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New Status values are immediately available for use on the team's Storyboard.

Note

The Team Process Management feature was introduced in the Spring 2017 Release (17.1). This feature is not available in prior versions.

 

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