Creating and Configuring an Azure Board

1.75 hours
  • 4 Learning Objectives

About this Hands-on Lab

In this hands-on lab you will learn about the agile planning, portfolio management tools, and processes provided by Azure Boards. We will also cover how they can help you quickly plan, manage, and track work across your entire team. You will explore the product backlog, sprint backlog, and task boards, which can be used to track the flow of work during the course of an iteration.

Learning Objectives

Successfully complete this lab by achieving the following learning objectives:

Create a New Organization and Add a New Team
  • From an private/incognito browser window, visit: https://azuredevopsdemogenerator.azurewebsites.net/
  • Click Get Started for Free
  • To sign in, enter the email and password provided with this hands-on lab
  • Once you’ve signed in, click on Continue (the name and email will be auto-populated)
  • Click Create new organization
  • Click Continue again to get started with Azure DevOps
  • Enter a name for your Azure DevOps organization and a location for your projects and click Continue
  • Open a new tab and visit this URL again: https://azuredevopsdemogenerator.azurewebsites.net/
  • Click Sign In
  • Scroll down and select Accept
  • Enter a project name (e.g. Parts Unlimited) and select your organization from the drop-down
  • Click Choose Template and select the Parts Unlimited template
  • Click Create Project
  • When the project has successfully provisioned, click Navigate to Project
  • From the project view, select project settings in the lower-right
  • Select Teams
  • Click New Team
  • Enter a team name (e.g. Pul-Web)
  • Click Create
  • Select the team that you just created (i.e. Pul-Web)
  • Click on the iterations and Area Paths link
  • Select the Iterations tab
  • Click Select Iterations to add a new iteration
  • Select Sprint 1 from the dropdown menu
  • Select the Areas tab
  • Click the elipses next to the iteration and select Include sub areas
Create Work Items and Manage Capacity From the Sprint
  • Select the Boards icon from the left-hand side
  • Click New Work Item and select Task
  • Enter a name for the task (e.g. Training)
  • Click the drop-down just below the task name and select your username
  • Click Save
  • Under Related Work Items click add link, followed by new item
  • Leave the link type as Child
  • Change the work item type to Feature
  • Enter a title for the link (e.g. Training Dashboard)
  • Click Ok
  • On the feature page, change the Iteration to Sprint 1 and the Area to Pul-Web
  • Click Save & Close on the feature page
  • On the task page, change the Iteration to Sprint 1 and the Area to Pul-Web
  • Click Save
  • Select the Boards sub-menu item under Boards
  • Select All teams boards to expand the list of boards
  • Click on Pul-Web boards
  • Click on Backlog Items and select Features to view your newly created feature
  • Select the elipsis next to the feature name and select Add Product Backlog Item
  • Enter a name for the backlog item (e.g. View New Tutorials)
  • Click Add Product Backlog Item to add another backlog item
  • Enter a name for the second backlog item (e.g. View tutorials I recently viewed)
  • Click Add Product Backlog Item to add another backlog item
  • Enter a name for the third backlog item (e.g. Request new tutorials)
  • Click Features in the upper-right and select Backlog Items
  • Move one of the backlog items to the Approved lane on your board (click and drag)
  • Move one of the backlog items to the Committed lane on your board (click and drag)
  • Move one of the backlog items to the Done lane on your board (click and drag)
  • Assign the backlog item in the Approved lane to a team member (select the dropdown arrow below the backlog item card)
  • Select the View as backlog link
  • Next to the number 1, click on the plus (+) symbol to add a new task
  • Enter a name for the task (e.g. Add page for most recent tutorial)
  • In the task details, enter 5 for Remaining Work and Development for Activity
  • Click Save & Close
  • Next to the number 2, click on the plus (+) symbol to add a new task
  • Enter a name for the task (e.g. optimize data query for most recent tutorial)
  • In the task details, enter 3 for Remaining Work and Design for Activity
  • Click Save & Close
  • Select the Sprints sub-menu item under Boards
  • Select the view options icon in the upper-right corner and select Work details
  • In the to do column, assign the tasks by selecting unassigned and choosing your username
  • Select the Capacity tab at the top of the page
  • In the Activity dropdown, select Development
  • In the Capacity per day, enter 1
  • Click Save
  • Select the Taskboard tab at the top of the page
  • In the to do column, change the item from 5 to 11
Customize the Kanban Board and Create a New Process
  • Select the Boards sub-menu item under Boards
  • Click the gear icon in the upper-right to open up the settings
  • Select the Tag Colors menu item
  • Click + Tag color to add a tag color
  • Enter a tag name (e.g. Data)
  • Click Save & Close
  • In the Approved column, select the backlog item to open it
  • Click Add Tag next to 0 comments
  • Enter a name for the tag (e.g. Data)
  • Click Save & Close
  • Click the gear icon in the upper-right to open up the settings
  • Select the Columns menu item
  • Click + Column to add a column
  • Enter a column name (e.g. QA Approved)
  • Change the WIP limit from 5 to 1
  • Click Save & Close
  • Move the backlog items from the Committed and Done lanes to the QA Approved lane (click and drag)
  • Click the gear icon in the upper-right to open up the settings
  • Select the Columns menu item
  • Change the WIP limit from 1 to 2
  • Click the checkmark next to Split column into doing and done
  • Under Definition of done type in Passes All Tests
  • Click Save and Close
  • Click the gear icon in the upper-right to open up the settings
  • Select the Swim Lanes menu item
  • Click + Swimlane to add a swimlane
  • Enter a name for the swimlane (e.g. Expidite)
  • Move one of the items to the Expidite swimlane (click and drag)
  • Select the Overview menu item from the left-hand side
  • Select the Dashboards sub-menu item
  • Click New Dashboard to create a new dashboard
  • Enter a name for the dashboard (e.g. Project Training)
  • Select the drop-down under Team and select Pul-Web
  • Click Add a widget
  • In the search field, type Sprint
  • Double-click on Sprint Overview and Sprint Capacity to add these widgets to the dashboard
  • Click Done Editing at the top of the page
  • Click on the Azure DevOps logo to go back to the Organization view
  • Click on Organization Settings in the lower right
  • Select the Process menu item, under Boards
  • Next to the Scrum process, click the elipses and select Create inherited process
  • Enter a name for the process (e.g. Customized Scrum)
  • Click Create Process
  • Click the newly created Customized Scrum link, under Scrum
  • Select Product Backlog item
  • Click New Field
  • Enter a name for the field (e.g. Pull Ticket ID)
  • Select the layout menu item and click the radio button for Create new group
  • Enter a name for the group (e.g. PartsUnlimited)
  • Click Add Field
  • Click All Processes from the top of the page
  • Next to the Customized Scrum process, click the elipses and select Set as default process
  • In the Scrum row, in the Team Projects column, click on 1
  • Next to Parts Unlimited click the elipses and select change process
  • From the drop-down, select Customized Scrum
  • Click Save
  • Click Close
  • Click All Processes from the top of the page
  • In the Customized Scrum row, in the Team Projects column, click on 1
  • Click the Parts Unlimited link
  • Select Boards from the left-hand menu
  • Click View new tutorials link
  • Under Parts Unlimited, enter the Pull Ticket ID of PUL-ABC12
Create a New Query Item
  • Select the Queries sub-menu item under Boards
  • Click on + New Query to create a new query
  • Change the value of Work item type to Task
  • Change State to Area Path and change the value to Pul-Web
  • Click Save Query
  • Enter a name for the query (e.g. Web Tasks)
  • Select the drop-down for Folder and select Shared Queries
  • Click Ok
  • Select the Charts tab
  • Select New Chart
  • Enter a name for the chart (e.g. Web Tasks – By Assignment)
  • Select the Group by drop-down and select Assigned To
  • Click Ok
  • Select the elipses next to Web Tasks – By Assignment
  • Select Add to Dashboard
  • From the drop-down, select Pul-Web – Overview
  • Click Ok

Additional Resources

You are the project manager of a 10-person team and your organization is transitioning into Azure DevOps. Your objective is to implement a company-wide training program to get all employees up to speed.

You want to be able to keep tabs on all members of your team, to make sure they will be able to make the deadline for the roll-out of the training program, and to provide visibility so that all members of the team will be able to easily see the progress for other members.

You have decided to use Azure Boards as the tool to coordinate the team's progress, but you noticed that Azure Boards out of the box will not meet your team's needs. You will need to make some changes, so that the viewable information meets your organizational requirement.

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