Stories

Last update: Edit

1 Introduction

In Stories, you are able to manage Sprints, stories, and labels for your app. These components are often used in an Agile development environment, in which teams work in short development cycles (Sprints) of 2–4 weeks.

By adding your Sprints to Mendix, you will have a clear overview of your tasks and can easily view the status of the development of your app. You can create, refine, and prioritize user stories collaboratively using the stories’ conversation threads. User stories can be estimated and organized into Sprints which can be monitored using Scrum boards and burndown charts.

This page has two tabs, which are described below.

2 Overview

The sections below describe the main actions to be performed on the Overview tab.

2.1 Creating a New Sprint

Click New Sprint to open the Edit Sprint dialog box:

Fill in the following details:

  • Name – the name of the Sprint
  • Sprint comes after – where the Sprint should be located in the structure of your Stories page
  • Duration (in weeks) – how many weeks the Sprint should last
  • Start date – the start date of the Sprint; this will be set automatically for right after the previous Sprint ends, unless the Custom start date box is checked and a start date is entered manually.

For more information on Sprints, see the Sprint Actions section below.

2.2 Creating a New Story

Each Sprint contains a number of stories that describe the specific functionality to be implemented, built, or fixed. Click New Story to open the New Story dialog box:

Fill in the following details:

  • Title – the title of the story
  • Labels – enter one or more labels to organize your work
  • Description – a description of the story
  • Tasks – break down your work into up to 20 tasks
  • Story status – select To-do (default), Running, or Done
  • Assignee – select a team member you wish to assign to this story
  • Story points – the size of the story
  • Change to Bug – by default, the story is created as a Feature; click here to toggle the story type

You can also create a story via the New Story button for Sprint or from within a new Sprint by clicking Add a new story:

For more information on stories, see the Story Actions section below.

2.3 Creating a New Label

Click New Label to create a new label for your app:

  • Label caption – the caption of the label
  • Label color – select a color from the drop-down list for easy visibility (the small square below the drop-down list shows how the color looks)

2.4 More Actions

Click More to access the following options:

  • Import / Export – opens the Import / Export page; for details, see the Importing & Exporting to Excel section below
  • Manage Labels – opens a page where you can manage labels at the app level; for details, see the Managing Labels section below
  • Completed Sprints – opens a page where completed Sprints are archived; for details, see the Completed Sprints section below
  • History – opens the Project History page; for details, see the History section below
  • Switch To Old UI – opens the old Stories UI

2.4.1 Importing & Exporting to Excel

After you click Import / Export, you will be asked what you want to do:

In Mendix, you can export stories from your app at any time. If you select Export single sprint to Excel, you can select just the stories in one Sprint and export these to Excel to work on.

You can also Export all stories to Excel and even Export all stories to Excel (including completed sprints).

If you select Updates stories from Excel, you can use an an Excel sheet from a previous export as a template for the import. The Developer Portal recognizes existing items by using the ID column. The imported content will become stories for your app.

When editing stories in Excel, follow these guidelines:

  • To add a new story or task, add a new line on the correct position and enter the item’s name
  • To reorder an item, adjust the depth by adding or removing the plus signs (make sure they stay consistent with every item being the same or one level deeper than the item above it)
  • To remove an item, replace its depth with a single minus sign (make sure that any tasks associated with it are either moved or are also removed)

2.4.2 Managing Labels

The Manage Labels page is where you can add or remove your labels:

The following buttons are available:

  • New Label – enables creating a new label and allows you to assign a color to it; you can also create a new label by typing a new label name when you are creating a story
  • Configure Label – enables changing the name and/or color of an existing label
  • Merge Label – enables merging the selected label into another label; all stories which have the selected label are labeled with the other label and the selected label is deleted
  • Remove Label – enables removing the selected label from any stories to which it has been applied; the label is then deleted

2.4.3 Completed Sprints

The Completed Sprints page presents an overview of Sprints that have been completed and archived:

The following buttons are available:

  • Search – enables searching Sprints based on their ID or title
  • View – shows the full details of the archived Sprint
  • View Stories – enables viewing the stories of the selected Sprint
  • Delete – enables deleting the selected Sprint and its stories

2.4.4 History

The Project History page presents the collaboration actions for the app. On this page, you can see what change was made, who performed it, and when it occurred:

When you select a history item and click Show item, the details of the story, Sprint, or feedback item will be presented.

2.5 Sprint Actions

For each Sprint, the following options are provided via the menu button on the right:

  • Complete Sprint (only available for the Sprint identified as an Active Sprint) – enables completing the Sprint, which will move it to the Completed Sprints page
  • Add Story – enables creating a new story
  • Edit – opens the Edit Sprint dialog box
  • Delete – delete the Sprint

2.6 Story Actions

When you select a story, you can perform the following actions:

  • Clone – enables duplicating a selected story and its tasks, story points, status, and labels into a new user story; this can enable utilizing a user story as a template
  • Move – enables moving a story to another Sprint
  • Assign Label – enables assigning existing labels to a story
  • Delete – enables deleting a story (note that if you delete a story, it is gone forever)

2.6.1 Accessing Story Details

When you click a story title, the story details page opens:

On this page, you can perform a number of actions:

  • Change the Title or Description by clicking it
  • Add or remove Labels
  • See the story’s Status and click to update it (available statuses are To-do, Running, and Done)
  • Assign a team member to work on the story
  • Change the Story points
  • View, add, and manage the Tasks of the story (you can mark them as Done by selecting the check box in front of the task)
  • Leave Comments on the story to collaborate with your team

You can also do this following on this page:

  • Move a story to a different app or Sprint (for details, see the Moving Stories section below)
  • Duplicate a story and its tasks, story points, status, and labels into a new user story
  • View the Feedback on which this story is based (if applicable; for details, see the Adding a Feedback Item to Your Backlog section of Feedback Management)
  • View the committed Revisions linked to the story (which are configured in the Related stories tab of the Commit dialog box in Studio Pro)
  • Click History to view the history of changes to the story
  • Delete the story

2.6.2 Moving a Story

If you need to reorder stories or move a story to a different Sprint, there are three ways to do this:

  • Select the story, click Move, and then select the new Sprint from the Move Stories dialog box

  • Select the story and drag it to the desired Sprint location:

  • Click the story title to open the story details page, then click Move Story:

2.6.3 Adding a Task to a Story

To add a task to a story, access the story details page and under Tasks, start typing in the Add a new task box.

2.7 Managing Stories in Mendix Studio Pro

In addition to managing your Sprints in the Developer Portal, you can view them in Studio Pro.

To manage stories in Studio Pro, follow these steps:

  1. Open your app in Studio Pro by clicking Edit in Studio Pro in the top-right corner of the page.
  2. Open View > Stories. You can see your active Sprints in the Stories pane.

  3. To change the status of a story in Studio Pro, click the current status. For example, click the To-do Status to change it to Running:

When you return to your app in the Developer Portal, you will see the new story status:

3 Sprint Status

On the Sprint Status tab, there is a Kanban overview of the stories in the current Sprint.

There is also a percentage bar of the stories that are done and the deadline date of the current Sprint:

You can click Mark current sprint as completed only when all stories have the Done status.

When you click Details for a story, you will be taken to the story details page.

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