Working with items imported from AgilePlace

Viewing child card details on items imported from AgilePlace

You can view the child item details on items that have been imported from AgilePlace cards. In the roadmap timeline, the item bar displays the following information:

• total number of child items
• number of points for child items that are in each of the not started, started, and completed states
• blocked icon  when the parent card or one or more of the child cards are blocked

The tool tip for the item bar displays the number of points completed out of the total points for all child items.

To view more information about the child cards

Click the item in the timeline and then click the Child items  tab in the details pane. The list of child items is displayed. You can sort the list in ascending order based the data in a column by clicking the column heading. 

To open the source child card in AgilePlace

In the details pane, click the child item name.

To sort the child items by column data

Click the column heading to sort the list in ascending order based on the column data. To sort in descending order, click the column heading again.

To sort by multiple columns, press CTRL + click to select the column headings.

About grouping items by AgilePlace parent cards

You can group items imported from AgilePlace by parent cards to view how individual work items (such as features), roll up in to parent cards (such as epics).

The parent groups on a roadmap display the percent complete based on the progress (not started, started, finished status) of the child cards and its planned start and finish dates. Grouping by AgilePlace parent card includes up to five levels of sub-cards.

To view the parent card details:

Click the Details icon .

Converting items to AgilePlace cards

You can convert an unlinked roadmap item to a card on an AgilePlace board. When you convert an item, you select from the boards that you have permissions to add cards to, and specify the card type. There is also an option to add the custom item attributes to the card description.

The resulting card has the same name (title) and description as the item and is created in the default drop lane on the board.  A link to the card is added to the item in Roadmaps, where you can no longer edit its name, description, or standard attributes. You can edit the planned dates on the item, but the corresponding dates on the card are not changed in AgilePlace. 

If the planned dates are edited on the card in AgilePlace, you have the option in Roadmaps to update the planned dates for the item to match. Changes to the other attributes in AgilePlace are updated automatically in the Roadmaps item.

To convert a roadmap item to an AgilePlace card

1. In Roadmaps, locate and select the item.
2. In the details pane, click  > Convert item to AgilePlace card. The Convert item to AgilePlace card dialog appears.
3. In the Destination board list, select or search for the board that you want to add the card to.
4. In the Card type list, select the card type, if different from the default card type.
5. To add the custom item attributes to the card description, select the Include the custom attributes in the card description.
6. Click Convert item.