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Version: 24.3

Adding a New Status Value to the Team Process

This topic explains how to add new status value to the teamroom process.

Overview​

Learn how to define a new rollup category or status value in a team process.

Any member with Admin Privileges to edit teams can a new status value/roll-up category in a team's process.

Steps​

  1. Click the hamburger icon Hamburger icon > Admin Icon Admin > Teams.
  2. Click on a team to open the Team Details page.
  3. Click on the Process tab.
  4. Click the + icon for the appropriate Roll-up category (or status value).
  5. Enter a Title, add a Threshold, WIP Limit, and Description.
  6. Click Save.

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

Team Process Management

Administration Privileges Role Summary and Descriptions

List Type Administration (Drop-down Lists)

What impact does defining team process have on my instance

Team Process Management Upgrade Video