Get started as a Stakeholder

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With Stakeholder access, you can add and modify work items, manage build and release pipelines, and view dashboards. You can check project status and provide direction, feedback, feature ideas, and business alignment to a team. Stakeholder access is one of several supported access levels. To understand the full set of features Stakeholders have access to, see About access levels.

Note

For public projects, Stakeholder access gives users greater access to work tracking features. To learn more, see Default roles and access for public projects.

With Stakeholder access, you can add and modify work items, view and approve pipelines, and view dashboards. You can check project status and provide direction, feedback, feature ideas, and business alignment to a team. Stakeholder access is one of several supported access levels. To understand the full set of features Stakeholders have access to, see About access levels.

With Stakeholder access, you can add and modify work items. You can check project status and provide direction, feedback, feature ideas, and business alignment to a team. Stakeholder access is one of several supported access levels. To understand the full set of features Stakeholders have access to, see About access levels.

Use this topic to learn:

  • How to sign-in to a project
  • How to add a work item
  • How to view the product backlog and add new work to it
  • How to view work in progress on the Kanban board
  • Find work assigned to you, or query for other work items

For information about working with pipelines, see these articles:

First time signing in

  1. Choose the link provided in the email invitation you should have received. Or, open a browser window and enter the URL for the web portal.

    http://dev.azure.com/OrganizationName/ProjectName

    http://ServerName:8080/tfs/DefaultCollection/ProjectName
    For example, to connect to the server named FabrikamPrime and project named Contoso, type http://FabrikamPrime:8080/tfs/DefaultCollection/Contoso.

  2. Enter your credentials. If you aren't able to sign in, ask the organization owner or project administrator to add you as a member of the project with Stakeholder access.

View and add work items

You can start viewing and adding work items once you connect to a project.

Note

Choose Previous navigation when you see a top-level blue bar. Choose New navigation if you see a vertical sidebar or if you enabled the New Navigation preview feature. The vertical sidebar, along with other navigational features, is enabled when the New Navigation preview feature has been enabled for the signed-in user or the organization. To learn how to use the web portal effectively, see Web portal navigation.

For on-premises TFS, choose Previous Navigation for guidance.

  1. (1) Check that you have selected the right project, then (2) choose Boards>Work Items.

    Open Boards>Work Items, new navigation

  2. Using the drop-down menu, you can focus on relevant items inside a project using one of the seven pivots as described next.

    Boards>Work Items
    • Assigned to me: lists all work items assigned to you in the project in the order they were last updated. To open or update a work item, simply click its title.
    • Following: lists work items that you've elected to follow.
    • Mentioned: lists work items in which you've been mentioned in the last 30 days.
    • My activity: lists work items that you have recently viewed or updated.
    • Recently updated: lists work items recently updated in the project.
    • Recently completed: lists work items completed or closed in the project.
    • Recently created: lists work items created within the last 30 days in the project.

  3. To add a work item, simply choose the work item type from the New Work Item drop down menu.

    For example, here we choose User Story.

    Boards>Work Items, Add a work item

  4. Enter a title and then save the work item. Before you can change the State from its initial default, you must save it.

    Agile process, User story work item form

Note

A caution icon on a tab indicates values that violate validation rules. You must correct information on that tab in order to save the work item.

New navigation isn't supported on TFS at this time. Choose Previous navigation for guidance.

For descriptions of each field, see Work item field index.

You can add existing tags to any work item to support filter backlogs and queries.

Note

Depending on the process chosen when the project was created, the types of work items you can create will differ. For example, backlog items may be called user stories (Agile), product backlog items (Scrum), or requirements (CMMI). All three are similar—they describe the customer value to deliver and the work to be performed. For an overview of all three processes, see Choose a process.

Check the backlog, add work items to the backlog

Work appears in the backlog in priority order. Work item types may include bugs depending on the settings made for the team.

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

    Open Boards>Backlogs, for a team

    To choose another team, open the selector and select a different team or choose the home-icon Browse all sprints option. Or, you can enter a keyword in the search box to filter the list of team backlogs for the project.

    Choose another team

    Tip

    Choose the star icon to favorite a team backlog. Favorited artifacts ( favorited icon) appear at the top of the team selector list.

  2. Check that you have selected Backlog items (for Scrum), Stories (for Agile), or Requirements (for CMMI) as the backlog level.

    Choose product backlog level, Backlog items, Stories, or Requirements

  3. (Optional) To choose which columns should display and in what order, choose the actions icon and select Column options. To learn more, see Change column options.

    Open Column Options

  4. To view or edit a work item, select it and choose Enter.

  5. To add a work item, choose the plus-iconNew Work Item, enter a title and then press the Enter key or choose Add to top.

    Add a product backlog item

    Repeat this step to capture all your ideas as work items.

New navigation isn't supported on TFS at this time. Choose Previous navigation for guidance.

Check work in progress

To view the team's progress, open the Kanban board. To view or edit a work item, choose a title and press Enter, or double-click the title.

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

    Open your Kanban board

    To choose another team's board, open the selector and select a different team or choose the home-icon Browse all team boards option. Or, you can enter a keyword in the search box to filter the list of team backlogs for the project.

    Choose another team's board

    Tip

    Choose the star icon to favorite a team board. Favorited artifacts ( favorited icon) appear at the top of the team selector list.

  2. Check that you have selected Backlog items (for Scrum), Stories (for Agile), or Requirements (for CMMI) as the backlog level.

    Choose product backlog level, Backlog items, Stories, or Requirements

New navigation isn't supported on TFS at this time. Choose Previous navigation for guidance.

Find work assigned to you, or query for other work items

  1. Choose Boards>Work Items, and then select Assigned to me.

    Work, Work Items page, Choose Assigned to Me

    You can focus on relevant items inside a project using one of the seven pivots as described next. Additionally, you can filter and sort each pivot view. For details, see View and add work items using the Work Items page.

  2. To query for work items, see View, run, or email a work item query.

New navigation isn't supported on TFS at this time. Choose Previous navigation for guidance.

For a comparison chart of Stakeholder vs Basic access, see this feature matrix. See also these quickstart guides:

If you want to provide a group of users access to provide feedback, then you don't need to give them Stakeholder access. Instead, simply give reviewers permissions to provide feedback.