My Dashboard (Agile)

  • Article

You can monitor your tasks and quickly access work items that are assigned to you by using My Dashboard.

Note

You access dashboards through your team project portal. You can access My Dashboard only if that portal has been enabled and is provisioned to use either SharePoint Foundation or SharePoint Server Standard Edition. For more information, see Dashboards.

In this topic

  • Data that appears in the dashboard

  • Required work item tracking activities

  • Customizing My Dashboard

You can use this dashboard to answer the following questions:

  • What is the next set of Tasks, Bugs, or Test Cases that I should act on?

  • What is the status of the team's most recent builds?

Required permissions

To view the dashboard, you must be assigned or belong to a group that has been assigned the Read permissions in SharePoint Products for the team project. To modify, copy, or customize a dashboard, you must be assigned or belong to a group that has been assigned the Members permissions in SharePoint Products for the team project. For more information, see Add users to team projects.

To view a work item, you must be a member of the Readers group or your View work items in this node must be set to Allow. To create or modify a work item, you must be a member of the Contributors group or your Edit work items in this node permission must be set to Allow.

Data that appears in the dashboard

You can use My Dashboard to review and access your work items. To learn about the Web Parts that are displayed on My Dashboard, refer to the illustration and the table that follow. You can open the list of Tasks, Bugs, and Test Cases in either Team Web Access or Team Explorer by using one of the following team queries: My Tasks, My Bugs, or My Test Cases.

Web parts for My Dashboard

Web Part

Data displayed
Step 1

My Tasks: List of all tasks that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Tasks shared query.
Step 1

My Bugs: List of all bugs that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Bugs shared query.
Step 2

My Test Cases: List of all test cases that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Test Cases shared query.
Step 7

List of upcoming events. This list is derived from a SharePoint Web Part.

Import Events Web part
Step 8

Count of active, resolved, and closed work items. You can open the list of work items by choosing each number. This list is derived from a Team Web Access Web Part.

Project Work Items Web part
9

List of recent builds and their build status. You can view more details by choosing a specific build. This list is derived from a Team Web Access Web Part.

Recent Builds Web part

Legend:

Build in Progress: Build not started

Build Not Started: Build in progress

Build Succeeded: Build succeeded

Build Failed: Build failed

Build Stopped: Build stopped

Build Partially Succeeded: Build partially succeeded
10

List of the most recent check-ins. You can view more details by choosing a specific check-in. This list is derived from a Team Web Access Web Part.

Recent Checkins Web part

Required work item tracking activities

For the reports that My Dashboard shows to be useful and accurate, the team must perform the following activities:

  • Define tasks, bugs, and test cases, and assign each work item to the team member who is currently working to resolve or close it.

  • Update the State of each work item the team fixes, verifies, and closes it.

Customizing My Dashboard

You can customize My Dashboard in the following ways:

  • Add columns, or sort columns in an existing work item list.

  • Change the query that is referenced by one of the existing work item list Web Parts.

  • Add a custom query Web Part that displays the list of work items that the query finds. For example, you can add a query that lists all active User Stories, Issues, or other types of work items that are assigned to you.

  • Add existing reports from Office Excel such as User Story Progress, User Story Test Status, and Bugs By Assignment.

  • Create and add reports from Office Excel to show progress that is of specific interest to you.

  • Add other SharePoint site supported Web Parts that integrate with Office Outlook or search functions of SharePoint Products.

For more information about how to work with and customize reports in Office Excel, see the following pages on the Microsoft Web site: