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.
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
Manual 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
Manual 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
Manual 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
Manual 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