Team Services | TFS 2017 | TFS 2015.1
Feature availability: Task checklists on the Kanban board are supported from Team Services or the web portal for TFS 2015.1 or later version.
Many teams find Kanban ideal for tracking work as it supports visualizing the flow of work in progress. And, you can quickly add new items and update status.
With task checklists, you continue to enjoy lightweight tracking, while gaining visibility into which tasks are still to be completed and those that are done. Task checklists provide a quick and easy way to track elements of work which are important to support completing a backlog item. Here we see several tasks for work in progress, both yet to do and those completed.
The images you see from your web portal may differ from the images you see in this topic. These differences result from updates made to Team Services or your on-premises TFS, options that you or your admin have enabled, and which process was chosen when creating your team project—Agile, Scrum, or CMMI. However, the basic functionality available to you remains the same unless explicitly mentioned.
For an overview of changes in the navigation experience and working within the user and administration contexts, see Work in the web portal.
Add a task or set of tasks
To start adding tasks, open the menu for the work item.
For users of Team Services or TFS 2017 or later versions, you'll see several additional menu options:
If you have a number of tasks to add, simply keep typing your task titles and click Enter.
If you have details you want to add about a task, open the parent work item and then click the links tab.
Double-click the task, or select and press the Enter key, to open it.
Tasks that you create from the Kanban board will show up on your sprint task board. Also, tasks that you create from the sprint backlog or taskboard will show up within tasks checklists on the Kanban board.
Mark a task as done
When you complete a task, simply click the checkbox to change its status to Done or Closed.
The State of the work item is updated from To Do to Done for Scrum projects, and from Active to Closed for Agile and CMMI projects.
Expand or collapse the task checklist
Upon first opening the Kanban board, you'll see an unexpanded view of checklists.
Simply click the task checklist summary to expand a collapsed task checklist. Click the same summary to collapse an expanded checklist.
Reorder and reparent tasks or reassign them to a sprint
Tasks that you create from the Kanban board are automatically assigned to the sprint/iteration path of the parent work item under which you define them.
You can drag a task within a work item to reorder it. Or, you can drag the task to another work item on the Kanban board to reparent it.
To reassign a task to a different sprint, you must open the sprint backlog where it's currently defined and then drag it to the new sprint.
Use your task checklist for lightweight tracking of to-do lists. You can also add tags and show tags and fields on cards to support other tracking needs.
If you connect to Team Services, you can also:
If you find that you don't use this feature, you can disable it from the common configurations dialog.
If you're new to working with the Kanban board, see Kanban basics
Card controls and keyboard shortcuts
|TAB key||Select the next field or next card|
|Enter key||Open card work item|
|Shift + F10||Open card context menu|
|ARROW + ENTER/SPACE||Select option from the action menu|
|CTRL + drag & drop||Copy selected inline item to another backlog item|
Kanban board controls
|Backlog||Switch to backlog view|
|Board||Switch to Kanban board view|
|Filter by keyword or tag|
|Filter by field|
|Enable live updates|
|Customize the board and configure team settings:
Cards | Card reordering | Columns | Swimlanes | CFD chart | Backlogs | Working days | Working with bugs
|/||Enter or exit full screen mode|
Enter ? to open the Kanban board keyboard shortcuts. See also Keyboard shortcuts.
Feature availability: Global keyboard shortcuts are available from Team Services and the web portal for TFS 2015.2 or later version.
Customize the Kanban board
To customize or change the layout of the board, see one of these topics.
- Add columns
- WIP limits
- Add swimlanes, expedite work
- Customize cards
- Split columns
- Definition of Done
Enable live updates
Feature availability: This feature is supported from Team Services and TFS 2017 and later versions.
Enable live updates to automatically refresh your Kanban board when changes occur. With live updates enabled, you no longer have to press F5 to see the latest changes.
As one team member updates the status of a work item, other team members will see those updates in real time as they occur.
REST API resources
To programmatically create tasks, see the Work API reference.