Default task boards
Helix ALM projects include the following default task boards:
- Default - Folders & Users—Allows grouping cards in folder or user swimlanes.
- Default - Relationships & Users—Allows grouping cards in relationship or user swimlanes.
Note: The default task board names may be different if Folders or Relationships were renamed in the project.
The Default - Folders & Users task board is the default for all folder types in new and upgraded projects. You can change the default task board for folder types. See Editing and deleting folder types.
New projects created from templates copy all existing task board configurations to the new project. The default task boards are only available in the new project if the existing project did not include any task boards.
Columns
Columns organize cards vertically in task boards. Both default task boards have Not Started, In Progress, and Completed columns. Workflow states for each item type are mapped to task board columns. You can change the columns and states on the Columns tab in the Edit Task Board dialog box. See Configuring task board columns.
Not Started
The Not Started column displays items in initial workflow states. Initial states are set on the Transitions tab in the Add or Edit Workflow dialog box for each item type. See Configuring workflow transitions.
In Progress
The In Progress column displays items in open workflow states. Open states have the Attribute field in the Add or Edit State dialog box set to Open. See Adding workflow states.
Completed
The Completed column displays items in closed workflow states. Closed states have the Attribute field in the Add or Edit State dialog box set to Closed. See Adding workflow states.
The following information explains how the states in the default workflows are mapped to columns in the default task boards.
Not Started column
Item type | Workflow states |
---|---|
Documents | Draft |
Issues | Open |
Requirements | Draft |
Test cases | Draft |
Test runs | Not Started |
In Progress column
Item type | Workflow states |
---|---|
Documents | Approved Awaiting Approval Awaiting Review Change Needed Not Approved Reviewed |
Issues | Fixed Needs Customer Verification Open (Re-Opened) Open (Verify Failed) Released to Customer Testing Released to Testing |
Requirements | Approved Awaiting Approval Awaiting Review Change Needed Not Approved Reviewed |
Test cases | Change Needed On Hold Ready for Review Ready |
Test runs | In Progress On Hold Result Unclear (Needs Review) |
Completed column
Item type | Workflow states |
---|---|
Documents | Implemented Obsolete |
Issues | Closed Closed (Customer Verified) Closed (Fixed) Closed (Verified) |
Requirements | Implemented Obsolete |
Test cases | Obsolete |
Test runs | Closed (Ignored) Failed Passed |
Cards
Cards represent items in the task board. Each item type can have a different card color to differentiate the items in the task board. The default task boards use the following card colors. You can change colors on the Cards tab in the Edit Task Board dialog box. See Configuring task board cards.
Item type | Color |
---|---|
Documents | Dark Purple |
Issues | Dark Yellow |
Requirements | Dark Blue |
Test cases | Dark Beige |
Test runs | Dark Orange |
Swimlanes
Swimlanes group items horizontally in task boards. The default task boards use the following default swimlane settings. You can change the settings on the Swimlanes tab in the Edit Task Board dialog box. See Configuring task board swimlanes.
Default - Folders & Users task board
Group by option | Field | Value |
---|---|---|
Group by Folder | Group by Folder | <Selected> |
Show swimlanes for empty folders | <Selected> | |
Rollup field | Percent Done | |
Group by Relationship | Group by Relationship | <Not selected> |
Group by Document | Group by Document | <Not selected> |
Group by User | Group by User | <Selected> |
Rollup field | Remaining Hours |
Default - Relationships & Users task board
Group by option | Field | Value |
---|---|---|
Group by Folder | Group by Folder | <Not selected> |
Group by Relationship | Group by Relationship | <Selected> |
Show swimlanes for items of the selected types with no children | <Selected> | |
Rollup field | Percent Done | |
Show only the selected item types as swimlanes | <All item types selected> | |
Group by Document | Group by Document | <Not selected> |
Group by User | Group by User | <Selected> |
Rollup field | Remaining Hours |