Create a Planning Folder
As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.
As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.
Defining scope is an iterative, interactive process. As you go through it, you'll find elements of your scope expanding, shrinking or changing shape in response to feedback from analyzing and planning out the work.
To use the contents of artifacts from a planning folder in other applications, export them to a CSV, XML, XSLX formats or tab-delimited file.
These are some of the frequently asked questions on planning folders.
To help team members understand how to work with a planning folder, create statuses for it that correspond to the planning folder's life cycle.
A planning folder's position may reflect scheduling changes in relation to the work contained in other planning folders.
A planning folder is a way to organize work into feasible chunks and monitor its progress. As a project admin or as a user with the appropriate permissions, create and populate all the planning folders you need to capture the work you are planning.
When the sequence of work in your project changes, it's a good idea to reorder the planning folders so that they accurately reflect the real order or work.
You can move artifacts in a planning folder up and down to reflect the order in which they should be addressed.
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.
The Team view in Planning Board provides an option to filter artifacts for a specific team within the selected planning folder.
The Team view in Task Board provides an option to filter backlog items for a specific team within the selected planning folder.
A planning folder is a dynamic representation of a changing situation. From time to time, you'll want to update its name, description and other parameters to reflect changes in the underlying work.
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.
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.