10X: Create a Task and Assign to a Story

A task is a unit of work the team performs to deliver a backlog item that is estimated in hours.

Tasks are assigned to stories to track their progress. Task types vary and reflect the work of the main teams: development, QA, and documentation. After all tasks are finished, you can close the story and mark it as Done.

To create a task:

  1. Select Team from the left menu bar.
  2. Under the Manage section of the menu bar, select Tasks; the Task page displays.
  3. On the toolbar (top-right of the page), click the Add Task button.
  4. Type the name and description of the task in the corresponding boxes.
  5. Set the following parameters for the task:
    • State: not started, in progress, or done.
    • Type: development, documentation, enablement, supporting, or QA task.
    • Blocked or not.
    • Automated or not.
  6. To assign the task to the story, start typing the text in the Find Story box to search for it. You can search by story’s ID, name, or tags.
  7. Type the number of effort hours it takes to complete the task.
  8. Select the owner of the task from the corresponding drop-down menu.
  9. Add notes to the task if any, and then click Save & Close.

 

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