1. Using Visual Builder Studio
  2. Maximize the Power of Your Project
  3. Use Agile Boards to Manage and Update Issues
  4. Create and Configure Agile Boards
  5. Add and Manage Progress States of a Board

Add and Manage Progress States of a Board

A progress state defines the progress of issues in a board. By default, each board has three progress states (To Do, In Progress, and Completed), but you can add more. Each progress state has some pre-defined conditions. A condition defines an issue’s state. You cannot add, edit, or delete a condition.

You can add and manage progress states from the Configure Board page of the board.
  1. Open the board.
  2. From the Board drop-down list, select Configure.
  3. Click the Progress States tab.
Action How To

Edit a progress state

  1. From the progress states list, select the progress state.

  2. To edit the name and description, in Name and Description, enter a new name and description.

  3. To update the capacity (number of issues in the progress state), update the value in Suggested Issue Capacity.

    If the number of issues exceeds the suggested capacity, a warning icon and a message appears in the Active Sprints or the Active Issues view.

  4. To remove a condition, select the condition from the Conditions list, click > and move it to the Unassigned Conditions list.

    To add a condition, select the condition from the Unassigned Conditions list, click < and move it to the Conditions list.

    For example, if you remove the Resolved - WorksForMe from the Completed progress state, issues in the Resolved - WorksForMe state don’t appear in the board.

Add a progress state

A condition can be associated with one progress state only. Before you add a progress state, remove the conditions that you want to apply to the new progress state from their existing progress states.

  1. Click + Add Progress State.

  2. In Name and Description, enter a name and description.

  3. In Suggested Issue Capacity, specify the number of issues to be allowed.

    If the number of issues exceeds the suggested capacity, a warning icon and a message appears in the Active Sprints or the Active Issues view.

  4. To mark the state as the Completed state, select the Completed State check box.

    The check box is disabled if a Completed state exists or the current state isn't the last state in the list.

  5. To add a condition, select the condition from the Unassigned Conditions list, click Move to Conditions the Left Arrow icon and move it to the Conditions list.

  6. To remove a condition, select the condition from the Conditions list, click Move to Unassigned Conditions the Right Arrow icon and move it to the Unassigned Conditions list.

Reorder progress states

In the progress states list, use the Up and Down order buttons to change the orders of the states. The buttons appear when you mouse over the state name. The order of states in the list is reflected in the Swimlanes and Columns views.

The Completed state must be the last state in the list. If Completed isn’t the last state in the list, a Warning the Warning icon icon appear next to the state name. Any changes made to the page aren’t saved until the Completed state is the last state in the list.

Delete a progress state

In the progress states list, mouse over the progress state, and click Delete the Delete icon. All conditions of the deleted progress state move to the Unassigned Conditions list and are available to new progress states.

You can’t delete the Completed state, but you can delete other states.

Click Save when you’re finished.