Agile → Actions → Templates

Templates

Agile work type templates allow you to quickly create new agile work types by applying default values, copying associated documents and logs, and using pre-defined task plans that are already defined for existing agile work types. Template settings can include: agile work type attributes, documents, task plans, and log types. Templates do not include resource information, such as assignments or allocations.

Templates can also be used in conjunction with workflows as a method for applying business processes. When a template is associated with a workflow transition and that transition is finished, the template settings are copied to the agile work type. Applying a template as part of a workflow transition will not overwrite or delete anything that is already in the agile work type.

Copy

You can copy an agile work type template and use it to create new agile work type templates, applying default values, associating documents and log types, and using pre-defined task plans.

To copy an agile work type type
  1. Open the Backlogs module.
  2. In the agile work tree, right-click and select Investment Templates.
  3. In the Manage Templates dialog box, select the template you want to copy and click Copy Investment. A new template is added to the list as a copy of the original template.

Delete

If your organization is not using an agile work type template, you can delete it.

To delete an agile work type template
  1. Open the Backlogs module.
  2. In the agile work tree, select an agile work type, right-click, and then click Manage Templates.
  3. In the Manage Templates dialog box, click Delete.
  4. Click OK.

Edit

You can modify any agile work type template.

To edit an agile work type template
  1. Open the Backlogs module.
  2. In the agile work tree, right-click and select Manage Templates.
  3. In the Manage Templates dialog box, select the template you want to modify, right-click and select the view you want to modify.
  4. Make your changes.
  5. Click OK.

Save

If your organization prefers a particular type of agile work type, you can save its values, associated documents and log types, and pre-defined tasks as an agile work type template.

To save an agile work type as an agile work type template
  1. Open the Backlogs module.
  2. In the agile work tree, choose the agile work type you want to save as a template, right-click and select Save Investment as Template.

View

You can view all of the agile work type templates that are available for use in your organization from the Manage Templates dialog box.

To view an agile work type template
  1. Open the Backlogs module.
  2. In the agile work type tree, right-click and select Manage Templates.
  3. Agile work type templates can be viewed from the Manage Templates dialog box.

Copyright © 2003–2009 Serena Software, Inc. All rights reserved.