Add tasks or child items as checklist items

Azure DevOps Services | Azure DevOps Server 2022 - Azure DevOps Server 2019

Your board in Azure DevOps lets you visualize your team’s tasks, track progress, and manage work items efficiently. This article provides step-by-step instructions on how to add task checklists to your board, enhancing your team’s productivity and transparency.

The following image shows a representation of various tasks and bugs in progress. Some are still pending, while others are marked as completed. By incorporating the Issue work item type into your Iteration backlog, you can seamlessly add issues as checklists

Screenshot of product-level board with three work items showing child lists

Learn checklist features

Make use of the following features for checklists.

Tip

You can disable it from the common configurations dialog.

Prerequisites

Boards automatically get created when you create a project or add a team. Each team has access to their own product and portfolio boards as described in About teams and Agile tools.

Prerequisites

  • Project and team access:

  • Access levels:

    • Ensure you have Basic access or higher to add work items and use all board features.
    • Users with Stakeholder access for a public project have full access to board features, similar to users with Basic access.
    • Users with Stakeholder access for a private project can add work items and update status through drag-and-drop but cannot update fields displayed on cards. They can add tasks and change task status.
  • Permissions:

    • Set View work items in this node and Edit work items in this node permissions to Allow to view or modify work items. By default, the Contributors group has these permissions. For more information, see Set permissions and access for work tracking.
  • Project and team access:

  • Access levels:

    • Ensure you have Basic access or higher to add work items and use all board features.
    • Users with Stakeholder access for a private project can add work items and update status through drag-and-drop but cannot update fields displayed on cards. They can add tasks and change task status.
  • Permissions:

    • Set View work items in this node and Edit work items in this node permissions to Allow to view or modify work items. By default, the Contributors group has these permissions. For more information, see Set permissions and access for work tracking.
  • Project and team access:

  • Access levels:

    • Ensure you have Basic access or higher to add work items and use all board features.
    • Users with Stakeholder access can't use these board features: add work items, drag-and-drop work items to update status, or update fields displayed on cards. They can add tasks and change task status.
  • Permissions:

    • Set View work items in this node and Edit work items in this node permissions to Allow to view or modify work items. By default, the Contributors group has these permissions. For more information, see Set permissions and access for work tracking.

Note

  • Visualize and optimize work flow with both boards and Taskboards.
    • Boards: Ideal for tracking requirements, independent of sprints, and equipped with a cumulative flow chart for progress tracking.
    • Taskboards: Linked to specific sprints, they facilitate task tracking within the sprint.
  • Progress monitoring: Achieved through detailed capacity charts and sprint burndown charts.
  • For information about Taskboard usage and best practices, see Update and monitor your Taskboard.

Open your board from the web portal

  1. Check that you selected the right project, and select Boards > Boards. Then select the correct team from the team selector menu.

    Screenshot showing Opening a board.

    To select another team's board, open the selector. Then select a different team, or select 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.

    Screenshot show selecting another team's board.

    Tip

    Select the star icon to make a team board a favorite. Favorite artifacts ( favorite icon) appear at the top of the team selector list.

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

    Screenshot shows selecting product backlog level, Backlog items, Stories, or Requirements.

To switch to the product backlog, select Stories backlog. To switch to a Taskboard, see Update and monitor your Taskboard.

  1. Check that you selected the right project, and select Boards > Boards. Then select the correct team from the team selector menu.

    Open your board

    To select another team's board, open the selector. Then select a different team, or select 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.

    Select another team's board

    Tip

    Select the star icon to make a team board a favorite. Favorite artifacts ( favorite icon) appear at the top of the team selector list.

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

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

To switch to the product backlog, select Stories backlog. To switch to a Taskboard, see Update and monitor your Taskboard.

Add one or more child items to a checklist

In the following example, tasks get added to the product board using the checklist feature. You can use the same procedures to add any other supported checklist item from your board.

  1. From your board, select Work item actions > + Add Task. If you already have a work item open, select Add link > New item. For more information, see Link work items to objects.

    Screenshot of open the context menu of work item to add a task.

  2. If you have many tasks to add, keep entering their titles and select Enter after each title.

    Screenshot shows four added tasks, added one after the other.

  3. Select the task title to add details.

    Screenshot shows opening a task by selecting the title.

Note

Tasks that you create from your board appear on your sprint Taskboard. Also, tasks that you create from the sprint backlog or Taskboard appear within tasks checklists on your board.

Mark a checklist item as done

When you complete a task or other checklist item, choose the checkbox to change its status to Done, Closed, or Completed.

Screenshot of product-level board showing several done child items

The State of the work item is updated from Active to Closed for projects based on an Agile or CMMI process, and from To Do to Done for projects based on a Scrum or Basic process.

Tip

Regardless of the number of workflow states a checklist item might have, marking it as checked transitions it to its closed or completed state.

Expand or collapse a checklist on a board

When you open a board, there's an unexpanded view of checklists. Select the checklist summary to expand and collapse it.

Screenshot of unexpanded checklist

Reorder tasks, reparent tasks, or reassign tasks to a sprint

You can drag a task within a work item to reorder it. Or, you can drag the task to another work item on the board to reparent it.

Screenshot show dragging tasks to reorder them.

Note

Users with Stakeholder access can't drag-and-drop tasks or reorder and reparent tasks.

Tasks or other child items you add as checklists are automatically assigned to the Iteration Path of their parent work item. To reassign a checklist item to a different sprint, you must open the item and change its Iteration Path. Or, open the sprint backlogs and drag it to the new sprint using the Planning pane. For more information, see Assign backlog items to a sprint.

Reassign a checklist item

Checklist items show the avatars of those team members assigned to the item. You can view the avatar assignment of checklist items, or reassign a checklist item by choosing the item's …Work items action menu and selecting Assigned to.

Note

Avatar images and the Assign to menu option requires you to enable the New Boards Hub preview feature. To enable this feature, see Manage or enable features.

Screenshot of Boards, list of tasks showing avatars, and checklist of work items action menu.

Configure your board

To configure or change the layout of your board, see Customize your boards.