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Associate Tracker Artifacts

You can connect tracker artifacts with other Digital.ai TeamForge items such as documents or topics. Creating associations between items enables you to define relationships, track dependencies, and enforce work flow rules.

Clone a Tracker Artifact

Save effort in duplicating a tracker artifact within the project and across projects by cloning artifacts in TeamForge.

Create Tracker Artifacts

You can create a tracker artifact whenever you need to report and track a bug, feature request, support request, or other type of issue. You can also create a tracker artifact without logging into TeamForge just by sending an email to the tracker.

Edit Tracker Artifacts

Updating the information in tracker artifacts is one important way that project members can work together effectively.

Export Tracker Artifacts

To use the contents of artifacts from a tracker or a planning folder in other applications, export them to a CSV, XML, Excel or tab-delimited file.

Filter Tracker Artifacts

When a large number of tracker artifacts makes it difficult to find the one you want, filter and sort the list to narrow down the possibilities.

Find Tracker Artifacts

If the filter returns too many results or not enough, try the search facility. The Tracker contains a comprehensive search system that enables you to find a specific artifact or set of artifacts quickly.

HTML EMails for Tracker Artifacts

From its 17.8 release, when you create or update an artifact, TeamForge sends HTML emails to users assigned to and users monitoring that artifact.

Import Tracker Artifacts

You can now import artifacts into TeamForge using the Excel/CSV tracker import function. Data from both Excel and CSV files can be imported.

Move a Tracker Artifact (Cut and Paste)

As work proceeds on a tracker artifact, its focus may change. If this happens, it may be appropriate to move the artifact into a different tracker, or to a tracker in a different project.

Set up Kanban Board

The Kanban Board is a project management tool, which gives you a snapshot of the work items, in which states they are, how they are progressing and if there is any bottleneck to be cleared for a smooth delivery of the product on time.

Set up Planning Board

The Planning Board is an important tool for your TeamForge project's agile planning activities. It enables you to plan and monitor the features that are required in each sprint (or iteration), and assign them from the product backlog to specific sprints.

Set up Task Board

Task board is an important tool in the Agile process. It helps the team to focus on the work at hand in the current sprint and feed progress data back into the system.

Set up Trackers

A Tracker is a collection of related artifacts that describe work to be done or issues to be resolved. Every project should have one or more trackers. When you start a tracker, you decide which fields will be used, who will use them, and how they will use them.

Set up Webhooks for Tracker Artifacts (Pre-submit and Post-submit Webhooks)

Create pre-submit webhooks to enforce business rules on tracker artifacts and post-submit webhooks to deliver (custom-formatted) event messages to other tools. These webhooks are triggered when certain tracker events occur such as artifact create, update, move, clone or delete. You must have Project Admin permissions to set up pre-submit and post-submit webhooks.

Team View in Planning Board

The Team view in Planning Board provides an option to filter artifacts for a specific team within the selected planning folder.

Team View in Task Board

The Team view in Task Board provides an option to filter backlog items for a specific team within the selected planning folder.

Use Kanban Board

After the kanban board is configured, you can use it to view, plan and track work items for the selected planning folder or the selected team within that planning folder.

Use Task Board

During a sprint, TeamForge project members can use the Task Board to view tasks, create tasks for backlog items, edit tasks and drag and drop tasks across swimlanes as they progress.

Work with Artifact Cards

In the Planning Board, artifact cards are displayed in ranked sequence within each swim lane. Using Planning Board, you can quickly add new cards (quick add), edit cards, move cards within a swimlane to rank them and move cards between swim lanes to reassign them to other planning folders.