Viewing and editing item details

You can view details about items in the To Do List or To Do Board, and edit them to provide additional information. You can also change the item status, assign items to other team members, and add comments.

You can also change the Status, Work Remaining, and Priority columns directly from the To Do List. See Updating columns in the To Do List.

You can copy a link for an item in the Helix Plan desktop client and open it in the web client. Right-click the item and choose Copy as URL. Paste the URL in the browser address bar to open it in the web client.

1. Click the item description in the To Do List or To Do Board.

The item opens. The item name is displayed at the top. The sprint name is displayed if the item is committed to a sprint.

  • If the item belongs to a release, is displayed above the item name. If the Helix Plan desktop client is installed, click the icon to go to the release.
  • If the item is linked to other items, is displayed. If the Helix Plan desktop client is installed, click the icon and select the item to open.
If the Helix Plan desktop client does not open when clicking a release or link icon, ask your administrator to set the hostname for the Helix Plan Server. See Setting the server hostname.

2. Make any changes.

To edit the description, click next to it, make any changes, and press Enter.

3. If you have the Helix Plan desktop client installed, click View in Helix Plan to open the item in the desktop client.

If this does not work, ask your administrator to set the hostname for the Helix Plan Server. See Setting the server hostname.

4. To watch the item to be notified about changes to it, click Watch. To unwatch a watched item, click Unwatch. See Watching items to be notified about changes.

You can click the arrows in the upper right corner of the page to go to the first, previous, next, and last items in the To Do List.

Single-line fields

Single-line fields are displayed in the left area of an item.

The following fields are displayed at the top. Other single-line fields configured for the project are displayed below these fields in alphabetical order.

Field Description
Status Item status based on the workflow. When you complete work, you can change the status to move the item to the next step in the workflow.
Priority Priority assigned to the item (sprint priority for items committed to a sprint and bug priority for non-committed bugs). Not available for scheduled tasks.
Work remaining Time remaining to complete the item. Not available for scheduled tasks.
Assigned to Team members the item is assigned to. To assign and unassign the item, select a user from the list. If you unassign yourself from an item, it is removed from your To Do List.
Start and Finish Start and finish dates for scheduled tasks.

Multi-line fields

The project may be configured to include additional fields with multiple lines, which are displayed in the middle area of an item. Use the formatting toolbar to format the text and add links. The following example shows the User story multi-line field.

Comments

Comments are displayed in the right area of an item. You and other team members can add comments to items to provide additional information. Any comments already added to the item are displayed. You can add new comments or edit comments that you already added. See Adding comments to items.