Triage Workbook (CMMI)

The Triage workbook lets you manage active the set of proposed work for an iteration. Requirements, change requests, tasks, bugs, and issues are ranked, prioritized, and assigned. Triage is the process that a team uses to review newly reported or reopened work items, assign a priority and an iteration to them, and assign a team member to address them. Triage is typically driven by the product owner or the scrum master, with input from the team.


When you open the workbook, choose Edit Workbook next to Server Workbook so that you can modify the workbook.

If the workbook is not available to you, you can open the Untriaged Work Items shared query from Team Explorer or Microsoft Excel.

Work items listed in the Triage workbook

The Triage worksheet references the Untriaged Work Items team query, which is configured to find all requirements, change requests, tasks, bugs, and issues whose Triage field is not set to Triaged for the team project. The following illustration shows an example of the workbook in Microsoft Excel.

Triage Workbook for CMMI process template

To learn more about working with a query list in Excel, see Bulk add or modify work items with Excel.


  • To open a workbook in Office Excel, you must have the Team Foundation Office Integration add-in installed on your client computer. This add-in is installed when you install any product in Visual Studio ALM.

  • Workbooks are stored on the server that hosts SharePoint Products for your team project. If a project portal has not been enabled for your team project, you cannot access the workbook. For more information, see Configure or redirect process guidance.

  • To view a team query, you must be assigned or belong to a group that has been assigned Read permissions for the team query folder for the team project. To modify a query, you must be assigned or belong to a group that has been assigned Contribute or Full Control permissions for the team query. For more information, see Set permissions on queries.

  • To create or modify work items, you must be a member of the Contributors group or your View work items in this node and Edit work items in this node permissions must be set to Allow. For more information, see Add users to team projects.