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1 Introduction

In Stories, you are able to manage Sprints, stories, and labels for your app project. 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 project. 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.

2 Actions

You can perform the actions described below via the buttons on your app project’s Stories page.

2.1 Creating a New Story

Every Sprint contains a number of stories that describe specific functionality to be implemented, built, or fixed. The size of each story can be indicated by allocating it a number of Story points.

To add a new story, click New story and fill in some details, including what your story is about and what type of story it is. The Labels you add in the new story can be reused in other stories (see Using Labels for more details).

2.2 Creating a New Sprint

To add a new Sprint, click New sprint and fill in some details, including the name of the Sprint or release and where it should be located in the structure of your Stories page.

2.3 Moving a Story

To move a story, select the story, click Move to, then select the Sprint to which the story should be moved:

2.4 Using Labels

To add a label to a story or create a new label, use the options under Label:

You can also perform various actions to manage labels.

3 More Actions

Using the More button, you can perform the actions described below.

3.1 Complete Current Sprint

Click Complete current sprint to complete a Sprint. Note that all stories have to be marked Done before you are able to complete a Sprint.

You will receive this confirmation message, so make sure you are able to confirm completion!

3.2 Import / Export

Click Import / Export to import stories from or export stories to Excel:

In Mendix, you can export stories from your app project at any time. If you select Export a 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 project.

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 1 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)

3.3 Manage Labels

Click Manage labels to open a page where you can list and manage your labels:

Button Description
New Label allows you to create 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 allows you to change the name and/or color of an existing label.
Merge Label allows you to merge 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 allows you to remove the selected label from any stories to which it has been applied.
The label is then deleted.

3.4 History

Click History to view the history of collaboration actions for the app. On this page, you can click the following:

  • Show related story – presents the details of the story
  • Revert change – reverts changes

4 Managing Stories

There are various actions you can perform when managing stories. These are described below.

4.1 Accessing Story Details

Select a story and click Details (below the story title) to open the Story Details page.

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

  • View the details such as Type and date Created
  • Click Edit to edit the Title, Description, Story type, Story points, Status, and Labels of the story as well as see the history of edits made to the story
  • See the story’s Status and click to update it (the available statuses are To-do, Running, and Done)
  • View the Sprint that contains the story as well as move the story via Move to Sprint (for details, see the Moving Stories section below)
  • Click Move to another app to move the story to a different app project’s backlog
  • Click View history to view the history of changes to the story (for more information, see the History section above)

Also on this page, you can access the following tabs:

  • Comments – on this tab, you can view and add comments about the story to collaborate with your App Team
  • Tasks – you can see the tasks that were added to the story here (for more information, see the Adding Tasks to a Story section below)
  • Feedback – here you can see the feedback item linked to the story (for details, see the Adding a Feedback Item to Your Backlog section of Feedback Management)
  • Revisions – on this tab, you can see the committed revision of the app project that is linked to the story (which is configured in the Related stories tab of the Commit dialog box in Studio Pro)

4.2 Adding Tasks to a Story

Stories of the Feature type can be translated into tasks that need to be completed to finish the story.

To add a task to the story, follow these steps:

  1. Select the story you created and click Add task:

  2. Add a title and description for your task:

  3. Click Post task to save the new task for the story.

After you have completed the task, check the box:

4.3 Deleting a Story or Task

To delete a story or a task, click the trash can icon below the title of the story/task. After you confirm the deletion, the story/task will be removed from the system permanently.

If you delete a story, its tasks will be deleted as well.

If you delete a story that is linked to a feedback item, you will be asked to choose to reopen or unlink the feedback item:

Reopening the feedback item will revert it to the Open status. To unlink the feedback item means it will remain in the Accepted status. Either way, the story will be deleted.

4.3 Moving Stories

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

  1. Select the story and drag it to the desired Sprint location:

  2. Click Details for the story you want to move to another Sprint, and on the Story Details page, select the Sprint to which you want to move the story from the Move To Sprint drop-down menu:

  3. Select the story and use the Move to button to select the new Sprint (for details on this method, see the Moving a Story section).

4.4 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 project in Studio Pro by clicking Edit App > Edit in Mendix Studio Pro:

  2. Open the Stories pane:

  3. You will see your active sprints in the Stories pane:

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 project in the Developer Portal, you will see the new story status:

Changing the status of a story or updating story points automatically synchronizes the updates between the Developer Portal and Studio Pro!

For more information on how to change the status of your story, see the Changing the Status of a Story or a Task section in Stories Pane.

5 New UI Option (Beta)

A redesigned Stories UI has been introduced in a beta version. To switch to the new version, click Enable new UI:

This is the main page of new UI:

  • Active sprint – this label is applied to the sprint that is currently marked as active
  • New Sprint – click this to create a new sprint
  • New Story – click this to create a new sprint
  • More – click this to access the following options:
    • Import / Export to Excel – opens the Import / Export to Excel page
    • Manage Labels – opens a page where you can add or remove a label at the project level
    • Archived Sprints – opens a page where sprints that have been completed are archived
    • History – opens the History page

When you select a story, you can perform the following actions (these actions support multi-selection of stories, except for the Clone action):

  • Clone – click this to duplicate a selected user 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 – click this to move a story to another sprint
  • Assign Label – click this to assign existing labels to a story
  • Delete – click this to delete a story

When you click a story title, the Story Details page opens. The functionality on this page can be navigated according to the Story Details section above.

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