NOTE: We are in the process of updating all of our help center following the release of ScrumDo Enterprise on February 18-19, 2017. While most of our original content remains accurate, please be aware you may encounter some design and navigational differences reflected in the help center content until we make it through all the materials. Thanks for your patience.
If you operate in an environment where the items in your workflow repeat from time to time, you may find an iteration template very useful. Common examples of recurring workflows include:
- A release process
- A regulatory regime that must be followed
- Operational work that's on a regular schedule
When these recurring work items consist of more than just a couple of cards, it would be very tedious to re-enter them every time the work must be undertaken.
Using ScrumDo’s import / export feature, you can create a template of cards that can be reused over and over.
To start, create a sample iteration containing only those cards that repeat. When you have the iteration structured the way you want, click the Story List icon for that iteration in the right hand navigation panel.
This link will take you to the story list page. From here you are able to export the cards (choose the Export button from the toolbar).
When prompted, give the export a name you’ll remember. Don’t include any spaces or a file extension. Download the file and save it to an appropriate location (on your computer or network).
Preparing your Iteration Template for Creating New Cards
IMPORTANT: If you import your template file simply as-is, it will update the existing cards from which it was created (perhaps moving them to a new iteration). Since you want to represent NEW work, and you want to keep a history of your previous work in place, you need to modify the excel file before importing.
Open the file in Excel and find the Story ID column
Clear out all the values from that column. This will cause new cards to be correctly created when the file is imported.
Save the file once more (making sure to keep it in .xls format -- do not save it as a .xlsx)
Congratulations! You now have a template file you can use over and over to create those cards.
Using the Template
Every time you want to use that template:
- Create the iteration you want the cards to go into.
- Open the Story List for that iteration
- Use the Import button and select the file you created
Once the import process is complete, you will have a new set of cards, with a new set of card numbers, on your board, with the ability to modify those cards, create new ones, and use the iteration like you would any other.