Configure Scrum

Click the Main Menu icon in the upper-right corner of Workfront, then click Teams.

Click the Switch team icon, then either select a new team from the drop-down menu or search for a team in the search bar.

Select the agile team that you want to manage.

Click the More menu, then select Edit.

Only team members with either a Plan or Work license see this option.

In the Agile section, in the Estimate Stories in area, select whether you want to use points or hours for estimating the size (work load) of stories. If you select Points, specify how many hours are equal to 1 point. (The default is 1 point = 8 hours.) This is the number of Planned Hours that are added to the story.

Example: If you have selected to estimate stories in points and 1 point equals 8 hours, and a story is estimated at 3 points, 24 Planned Hours are added to the story.

Click Save changes.

Click the Main Menu icon in the upper-right corner of Workfront, then click Teams.

Click the Switch team icon , then either select a new team from the drop-down menu or search for a team in the search bar.

Select the agile team that you want to manage.

Click the More menu, then select Edit.

Only team members with either a Plan or Work license see this option.

In the Agile section, locate the Story Board area.

(Optional) Click Add Column to add an additional status column to the story board.

(Optional) Drag any status column using the drag-and-drop indicator to reorder the status columns on the story board. The first column can’t be moved, and you cannot drag another column in front of the first column.

Select both task and issue statuses. Task statuses are displayed as the column title for each column on the story board. The issue statuses you select map to the task statuses. This means that when you move an issue to another column of the story board, the issue status changes to the issue statuses shown here, and not to the name of the column on the story board (which reflects the task status).

You can add custom statuses if your Workfront administrator has configured them; custom statuses can be configured as described in Create or edit a status.

Click Save changes.

Click the Main Menu icon in the upper-right corner of Workfront, then click Teams.

Click the Switch team icon , then either select a new team from the drop-down menu or search for a team in the search bar.

Select the agile team that you want to manage.

Click the More menu, then select Edit.
Only team members with either a Plan or Work license see this option.

In the Agile section, type a field name to locate it.

Select the name of the field you’d like to add.

Type the Display name for the field to show on the story or issue card.

Click Save changes.

Click the Main Menu icon in the upper-right corner of Workfront, then click Teams.

Click the Switch team icon , then either select a new team from the drop-down menu or search for a team in the search bar.

Select the agile team that you want to manage.

Click the More menu, then select Edit.

Only team members with either a Plan or Work license see this option.

In the Agile section, in the Associate Card Color to area, select from the following options:

• Project: Colors are associated with the project that the story is tied to. (When a story is created, it must be associated with a project, as described in Create an Agile Story. All tasks from the same project are displayed with the same color.

• Free Form: All cards are displayed as blue by default until a user changes the color manually, as described in Categorize stories by color on the Scrum board.

• Priority: Colors are associated with the story priority, as follows:

  • High = Red

  • Medium = Yellow

  • Low = Green\

    If your system administrator has configured custom priorities for your Workfront system, the highest priority is red, the second-highest is yellow, and the third-highest is green.

• Task Owner: All stories with the same primary assignee are the same color. The primary assignee is the user who was first assigned to the task.

Click Save changes.

Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Teams.

(Optional) Click the Switch team icon , then either select a new Scrum team from the drop-down menu or search for a team in the search bar.

Click the More menu, then select Edit.
Only team members with either a Plan or Work license see this option.

In the Agile section, in the When a Work Item is Added to an Iteration area, select from the following options:

• Modify the Planned Start Date and Planned Completion Date to match the iteration start and end dates: When work items are added to an iteration, the work item dates are changed to the iteration dates.\

  For more information on how the dates are modified, see the section Understand how adding stories affects task dates in the article Add stories to an existing iteration.

• Do not modify the Planned Start Date and Planned Completion Date to match the iteration start and end dates: When work items are added to an iteration, the work items retain their original dates.

If you change the date option, dates for work items already on the iteration are not adjusted.

These options can affect dates when teams assign work items to each others’ iterations. For example, team A modifies work item dates to the iteration dates and team B does not modify work item dates. If team B assigns a work item to team A’s iteration, the work item dates will be changed. However, if team A assigns a work item to team B’s iteration, the dates will not change.

Click Save changes.