Version: 24.3

Using Templates to Create Reusable Portfolio Items, Stories or Backlog Items, or Defects

This article explains how to use templates to create reusable Portfolio Items, Stories or Backlog Items, or Defects in Agility.

Overview

Templates are reusable, portfolio items, stories or backlog items or defects that allow you to pre-fill commonly used fields and even define a starting set of tasks or tests. Templates give you flexibility when managing common, repetitive backlog items and their tasks across projects and their sub projects. They can save you time if you routinely create the same types of backlog items with similar information, or if you want to create several items at once.

Request templates are part of the Digital.ai Agility 21.3 release and are not available in older releases.

Templates should be created in the projects in which they will be used. The list of templates you see will be all those in your currently selected project and below in the project tree. Use the copy function if you need to have a similar template in different projects.

Accessing templates

Adding or creating new portfolio item template

Adding or creating new story or defect template

Adding tasks or tests to existing backlog item using template

Copying a template

Creating or generating a new defect from a template

Creating or generating a new story from a template

Customizing columns in templates grid

Deleting templates

Editing a template

Exporting template

Moving templates to another project