Scrum process template

Scrum process template

Teams can plan projects, then track, view, and report their progress using the work item types (WITs), reports, and dashboards provided with the Scrum process.

If you connect to Visual Studio Online, you’ll always have access to the latest version of the Scrum process.

If you connect to an on-premises Team Foundation Server (TFS), the latest version of the Scrum process template uploads automatically when you install or upgrade to the latest version of TFS. Use the Process Template Manager to download and upload process templates.

In addition to WITs, reports, and dashboards, teams have access to a set of shared work item queries to track information, analyze progress, and make decisions.

A work item corresponds to a database record that captures all the information a team wants to track to manage their project. This includes the ability to assign, set priority, specify estimates, change status, enter information, and link to other work items or objects. WITs define the template of fields, workflow, and form for each type. Linking supports tracking dependencies, roll up of work, and reports.

Teams plan projects by capturing features and requirements as product backlog items (PBIs). They track bugs, work, and blocking issues using the bug, task, and impediment WITs. Features support a first level of portfolio management to view a rollup of PBIs across teams

Scrum work item types

Scrum work item types and workflow provides more details about using these WITs.

To list work items for a current sprint or the product backlog, use the shared queries that the Scrum template provides.

Shared queries (Scrum process template)

Use the query editor to apply different filter criteria and specify which queries appear on the team home page.

Tip Tip

Queries listed under the Current Sprint folder do not automatically update when a new sprint becomes current. The current sprint is team-specific and based on the dates that you assign to your sprint schedules. You can modify these queries to use the @CurrentIteration macro, particularly when you access the query from the web portal. Some clients, however, don’t recognize this macro as described in Query by date or current sprint.

The Scrum process provides the following reports. For these reports to be useful, teams must perform certain activities, such as define build processes, link work items, and update status or remaining work.

Project management reports

Build reports

Test and bug reports

To access these reports, your team project collection must be configured with SQL Server Analysis Services and Reporting Services.

Dashboards display project data, support investigation tasks, and help teams to perform common tasks quickly. The following dashboards support the display of Team Web Access parts for listing work items and reports built from in the Analysis Services cube.

To use dashboards, both a SharePoint server and a project portal must be configured for the team project.

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