Manage and configure team tools

Azure DevOps Services | Azure DevOps Server 2020 | Azure DevOps Server 2019 | TFS 2018 - TFS 2013

As a team administrator, you can customize your backlogs and board to best meet how your team works. If you need to have a team created, request a member of your Project Administrators group do so. It only takes a minute to add a new team. Team settings are managed by the team administrator role. Users assigned as team administrator can configure and manage all team tools.

Team administrators should do the following tasks:

Also, consider the following optional tasks:

Prerequisites

Note

For guidance on configuring and customizing your project and teams to support your business needs, review Configuration and customization of Azure Boards.

Open your team profile

Open your team profile to quickly access items defined for your team.

  1. Sign in to your organization (https://dev.azure.com/{yourorganization}), and then open your project.

  2. Select Project settings > Teams > your team name.

    Screenshot of sequence to open a team.

Add users to a team

Several tools, such as capacity planning, team alerts, and dashboard widgets, are team-scoped. These tools automatically reference the users that are as members of a team to support planning activities or sending alerts.

To add users to a team, see Add users to a project or specific team.

Screenshot of Add button highlighted, to add team member.

All members of a team can favorite team artifacts and define work item templates. For more information, see:

If team members don't have access to all the features they want, make sure they have the permissions needed for those features.

Add an administrator

When you add a team to a project, a Project Administrator should add one or more team administrators.

Screenshot of Add button highlighted, to add an administrator.

Configure team areas and iterations

Many Agile tools depend on the area and iteration paths that are configured for the team. To learn more about configuring team areas and iterations, see About teams and Agile tools.

Once project administrators add area paths and iteration paths for a project, team administrators can select the area and iteration paths associated with their team. These settings affect many Agile tools available to the team.

Screenshot of Iterations and areas highlighted.

Settings include making the following associations for each team:

  • Select team Area Paths
    Can select the default area path(s) associated with the team. These settings affect many Agile tools available to the team.
  • Select team Iteration Paths or sprints Can select the default area path(s) associated with the team. These settings affect many Agile tools available to the team.

For more information, see Define area paths and assign to a team and Define iteration paths and configure team iterations.

Configure team backlogs, boards, and general settings

Team administrators can choose which backlog levels are active for a team. For example, a feature team may choose to show only the product backlog and a management team may choose to show only the feature and epic backlogs. Also, administrators can choose whether bugs are treated similar to user stories and requirements or as tasks.

Team administrators can also choose which days are non-working days for the team. Sprint planning and tracking tools automatically consider days off when calculating capacity and sprint burndown.

You can configure most of your team settings from the common configuration dialog.

Note

The common configuration Settings dialog is available for TFS 2015.1 and later versions.

Note

To understand the differences between backlogs, boards, taskboards, and Delivery plans, see Backlogs, boards, and plans. If your backlog or board doesn't show the work items that you expect or want, see Set up your backlogs and boards.

Note

To understand the differences between backlogs, boards, and taskboards, see Backlogs, and boards. If your backlog or board doesn't show the work items that you expect or want, see Set up your backlogs and boards.

  1. Check that you selected the correct project, and then choose Boards > Boards, and select the correct team from the team selector dropdown menu. For more information, see Use breadcrumbs and selectors to navigate and open artifacts. Screenshot of steps to open the kanban board.

  2. Choose Team settings to configure the board and set general team settings.

    Screenshot of gear icon selection for general board settings.

  3. Choose a tab under any of the sections—Cards, Board, Charts, and General—to configure the cards or boards, the cumulative flow chart, or other team settings. When you're done configuring the settings, select Save and close.

    Screenshot of team settings page.

  1. Check that you selected the right project, (2) choose Boards > Boards, and then (3) select the correct team from the team selector menu.

    Open Kanban board, versions Azure DevOps Server 2019 and on.

  2. Make sure that you select the team backlog or board that you want to configure using the team selector. To learn more, see Use breadcrumbs and selectors to navigate and open artifacts.

  3. Choose the product or portfolio backlog from the board-selection menu.

    Choose board level, vert nav

  4. Choose Team settings to configure the board and set general team settings.

    Open board settings for a team, vert nav

  5. Choose a tab under any of the sections—Cards, Board, Charts, and General—to configure the cards or boards, the cumulative flow chart, or other team settings.

    Common configuration dialog team settings

  1. Make sure that you select the team from the project/team selector. You can switch your team focus to one that you've recently viewed from the project/team selector. If you don't see the team or project you want, choose Browse… or choose Azure DevOps to access the Projects page.

    Choose another team from the project menu

  2. Open Work > Backlogs > Board.

    Open Kanban board, versions TFS 2017-2018.

  3. Choose the board you want to configure and then choose Team settings to configure the board and set general team settings.

    For example, from the Kanban board ...

    Kanban board, open common configuration settings, versions TFS 2017-2018.

  4. Choose a tab under Cards or Board to configure the cards and Kanban board columns and swimlanes.

    ![Common configuration dialog team settings]../.../boards/boards/media/customize-cards/common-config-141.png)

  1. Make sure that you select the team from the project/team selector. You can switch your team focus to one that you've recently viewed from the project/team selector. If you don't see the team or project you want, choose Browse… or choose Settings to access the Projects page.

    Choose another team from the project menu

  2. Open Work > Backlogs > Board.

    Open Kanban board, version TFS 2015.

  3. Choose the board you want to configure and then choose Team settings to configure the board and set general team settings.

    For example, from the Kanban board ...

    Kanban board, open common configuration settings, version TFS 2015.

  4. Choose a tab under Cards or Board to configure the cards and Kanban board columns and swimlanes.

    Common configuration dialog team settings

Team administrators can fully customize the team's Kanban boards associated with the product and portfolio backlogs. You configure a Kanban board by first defining the columns and WIP limits from the common configuration dialog. For guidance, see Kanban basics.
For more information on each configuration option, see the following articles:



Kanban board

Screenshot of Kanban.

Configure sprint Taskboards

Similar to Kanban boards, each sprint Taskboard can be customized to support information-rich, color-coded cards as well as addition of customized columns. For details, see Customize sprint Taskboards.

Similar to Kanban boards, each sprint Taskboard can be customized to support information-rich, color-coded cards. For details, see Customize sprint Taskboards.

Screenshot of Taskboard selection.

Add and manage team dashboards

By default, all team members can add and edit team dashboards. In addition, team administrators can manage permissions for team dashboards. For details, see Add and manage dashboards.

Team administrators can add, configure, and manage permissions for team dashboards. For details, see Add and manage dashboards.

Screenshot of team dashboard.

Update team name, description, and image

Team settings also include the team name, description, and team profile image. To add a team picture, select the image icon. The maximum file size is 2.5 MB.

Screenshot of team details and profile pic update screen.

Team settings also include the team name, description, and team profile image. To add a team picture, select the image icon. The maximum file size is 2.5 MB.

Update team profile picture

Team settings also include the team name, description, and team profile image. To add a team picture. Open the Team Profile and choose the picture icon. The maximum file size is 4 MB.

Manage notifications

Team administrators can add and modify alerts so that the team can receive email notifications as changes occur to work items, code reviews, source control files, and builds. Many alerts are defined for each team. For details, see Manage team alerts.

Screenshot of highlighted Notifications button.

Manage team rooms

Team administrators can add users and events to team rooms, and add team rooms. Team rooms are chat rooms limited to team members. For details, see Collaborate in a team room.

Note

Team rooms are deprecated for TFS 2018 and later versions as described in Deprecation of team rooms blog post. Several good solutions are available that integrate well with TFS that support notifications and chat, such as Microsoft Teams and Slack.