Customizing a Storyboard

This article explains how to customize a Storyboard in Agility.

Overview

The look and feel of each Storyboard can be completely customized in the manner that works best for your project team. This allows teams who follow the traditional Agile approach to peacefully coexist with teams on other projects who follow more hybrid approaches (e.g., Kanban, Scrumban, etc.).

To customize a Storyboard, your project role must be "Project Lead" or higher.

Steps

1. Click the hamburger menu > Sprint > Storyboard.
2. In the top right corner of the page, click the wrench icon, and click Customize.
3. On the Customize Storyboard window, click on the Board Options tab and select from these customization options:

Option	Description
Column by	By default, Storyboards use Status as the measure of progress. Cycle Start or Cycle End Used in the Workitem Cycle Time report and to define card aging. Note that the selected end of the cycle represents the first column that is beyond the cycle, so cards sitting in the end column are no longer considered within the cycle. Cycle aging is visible on any card that has reached the cycle by hovering over the time indicator on the card. Threshold (Days) Set the maximum total number of days an item is expected be in a column or in the defined cycle. A warning highlight display on the card when the card's time reaches 75% of the threshold value. A violation highlight displays for any card that reaches the threshold. Cycle warnings and violations do not display for cards that have moved outside of the defined cycle. Time is calculated as a running clock, so an item that moves out of and then back into the column or cycle will continue to accumulate time where it left off previously. WIP Limit Specify a Work-In-Progress (WIP) limit for individual columns or groups of columns. Note that the system highlights cases where the number of items exceeds the column's limit. User-applied filters do not impact the WIP limits (which are always applied against the total number of items under the selected project). All columns displayed within the group's boundaries count against the group's WIP limit. This can include a column that is not explicitly configured as part of the group within the customize view, but display on the board between the group's start and end columns as the result of a difference in a lower level project workspace. You can add new columns by adding a new List Value to the Status list type and then enabling that value for use in this project in the Project Workspace settings on the Display Fields page. You can also select a different drop-down field for your board columns to view cards by a different angle.
Group by	Groups the horizontal swim lanes by the attribute selected. The "Group By" values are any dropdown fields from the correlating asset type. So, for example with Backlog, you'll see group by options that include any dropdown fields on the backlog asset, like Status, Type, Priority, etc. This includes custom fields that are dropdown fields.
Dot Colors	Displays color dots on story cards. Select any field to use for dot coloring. Hover over a dot to see the value. Note that the story ID color indicates the asset type: backlog item (green), Defect (red) or Test Set (blue).
Policies	Define specific project team policies to remind board users of the agreed upon rules and definitions. You can use policies to specify entrance or exit criteria for board columns, daily review times, and other team norms that are helpful to keep close at hand.