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Merge pull request #8164 from TimShererWithAquent/us449229-07
Freshness Edit: Azure DevOps - Boards & Organizations
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docs/boards/includes/create-lightweight-charts.md

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## Create light-weight charts
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You can define a shared flat query and create a chart based on your tracking interests. Chart types include status—pie, bar, column, stacked bar, and pivot—and trend—stacked area, line, and area—charts.
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You can define a shared flat query and create a chart based on your tracking interests. Chart types include:
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[![Screenshot of conceptual edit query tasks.](../../report/dashboards/media/gs-chart-query.png)](../queries/using-queries.md)[![Screenshot of conceptual create chart tasks.](../../report/dashboards/media/gs-chart-create.png)](../../report/dashboards/charts.md)[![Screenshot of conceptual add to dashboard tasks.](../../report/dashboards/media/gs-chart-add-dashboard.png)](../../report/dashboards/add-charts-to-dashboard.md)
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- *status*: pie, bar, column, stacked bar, and pivot
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- *trend*: stacked area, line, and area
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*Select one of the following images to go to the linked article.*
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[:::image type="icon" source="../../report/dashboards/media/gs-chart-query.png":::](../queries/using-queries.md)[:::image type="icon" source="../../report/dashboards/media/gs-chart-create.png":::](../../report/dashboards/charts.md)[:::image type="icon" source="../../report/dashboards/media/gs-chart-add-dashboard.png":::](../../report/dashboards/add-charts-to-dashboard.md)
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docs/boards/includes/process-customize.md

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::: moniker range="azure-devops"
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> [!NOTE]
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> - You can customize the work tracking system for your project by creating and customizing an inherited process and applying that process to your project. For more information, see [Inheritance process model](../../organizations/settings/work/inheritance-process-model.md).
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> - You can also customize a process template. For more information, see [About processes and process templates](../work-items/guidance/choose-process.md).
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> - You can customize the work tracking system for your project by creating and customizing an inherited process and applying that process to your project. For more information, see [Process customization and inherited processes](../../organizations/settings/work/inheritance-process-model.md).
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> - You can also customize a process template. For more information, see [Default processes and process templates](../work-items/guidance/choose-process.md).
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::: moniker-end
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::: moniker range="<azure-devops"
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> [!NOTE]
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> - You can customize the work tracking system for your project by customizing an Inherited process or an On-premises XML process. For more information, see [Inheritance process model](../../organizations/settings/work/inheritance-process-model.md) or [On-premises XML process customization](../../reference/on-premises-xml-process-model.md). The latest version of each process uploads automatically when you install or upgrade to the latest version of Azure DevOps Server. Additional artifacts, such as SQL Server reports are only available when you connect to a project. Other resource requirements apply.
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> - You can also customize a process template. For more information, see [About processes and process templates](../work-items/guidance/choose-process.md).
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> - You can customize the work tracking system for your project by customizing an Inherited process or an On-premises XML process. For more information, see [Process customization and inherited processes](../../organizations/settings/work/inheritance-process-model.md) or [On-premises XML process customization](../../reference/on-premises-xml-process-model.md). The latest version of each process uploads automatically when you install or upgrade to the latest version of Azure DevOps Server. Other artifacts, such as SQL Server reports, are only available when you connect to a project. Other resource requirements apply.
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> - You can also customize a process template. For more information, see [Default processes and process templates](../work-items/guidance/choose-process.md).
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::: moniker-end
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docs/boards/includes/process-guidance-conceptual.md

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*Select one of the following images to go to the linked article.*
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[![Define stories conceptual image of tasks.](../backlogs/media/overview/gs-planning-define-stories.png)](../backlogs/create-your-backlog.md)[![Organize backlog conceptual image of tasks.](../backlogs/media/overview/gs-planning-organize-backlog.png)](../backlogs/organize-backlog.md)[![Manage bugs conceptual image of tasks.](../backlogs/media/overview/gs-planning-manage-bugs.png)](../backlogs/manage-bugs.md)[![Manage issues conceptual image of tasks.](../backlogs/media/overview/gs-planning-manage-issues.png)](../backlogs/manage-issues-impediments.md)
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[:::image type="icon" source="../backlogs/media/overview/gs-planning-define-stories.png":::](../backlogs/create-your-backlog.md)[:::image type="icon" source="../backlogs/media/overview/gs-planning-organize-backlog.png":::](../backlogs/organize-backlog.md)[:::image type="icon" source="../backlogs/media/overview/gs-planning-manage-bugs.png":::](../backlogs/manage-bugs.md)[:::image type="icon" source="../backlogs/media/overview/gs-planning-manage-issues.png":::](../backlogs/manage-issues-impediments.md)
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> [!NOTE]
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> A work item is a database record that contains the definition, assignment, priority, and state of work. Work item types define the template of fields, workflow, and form for each type. Work items can be linked to each other to support tracking dependencies, roll up of work, and reports.

docs/boards/work-items/guidance/agile-process.md

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---
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title: Use agile process template artifacts
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title: Use Agile Process Template Artifacts
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titleSuffix: Azure Boards
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description: Learn how you can use agile process artifacts to plan and track work and monitor progress. Also learn how to use trends when you connect to Azure Boards and Azure DevOps.
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description: Learn to use agile process artifacts to plan and track work and monitor progress. Learn to use trends when you connect to Azure Boards and Azure DevOps.
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ms.custom: work-items
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ms.service: azure-devops-boards
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ms.assetid: 28e9cb42-f049-45eb-a2d8-f7a3b93471b8
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ms.topic: conceptual
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ms.author: chcomley
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author: chcomley
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ms.date: 06/05/2023
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ms.date: 07/31/2025
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#customer intent: As a team member with organizational responsibilities, I want to use agile processes to plan and track work using Azure Boards.
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# Agile process work item types
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[!INCLUDE [version-lt-eq-azure-devops](../../../includes/version-lt-eq-azure-devops.md)]
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The Agile process supports the following work item types (WITs) to plan and track work, tests, feedback, and code review. With different WITs you can track different types of work&mdash;such as features, user stories, and tasks. These artifacts get created when you create a project using the Agile process and are based on Agile principles and values.
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The Agile process supports the following work item types (WITs) to plan and track work, tests, feedback, and code review. With different WITs you can track different types of work, such as features, user stories, and tasks. When you create a project using the Agile process, these artifacts are created, based on Agile principles and values.
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![Conceptual image, Agile process work item types.](media/agile-process-work-tracking-wits.png)
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:::image type="content" source="media/agile-process-work-tracking-wits.png" alt-text="Diagram is a conceptual image explaining Agile process work item types.":::
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Along with the WITs, teams have access to a set of work item queries to track information, analyze progress, and make decisions.
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Along with the WITs, teams have access to work item queries to track information, analyze progress, and make decisions.
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[!INCLUDE [temp](../../includes/process-customize.md)]
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<a id="start-using"></a>
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## Plan and track work with Agile
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Build your project plan by creating a backlog of user stories that represent the work you want to develop and ship. You track bugs, tasks, and blocking issues using the bug, task, and issue WITs. To support portfolio management, teams create features and epics to view a rollup of user stories within or across teams. For details about using Agile WITs, see [Agile process work item types and workflow](agile-process-workflow.md).
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Build your project plan by creating a backlog of user stories that represent the work you want to develop and ship. Track bugs, tasks, and blocking issues using the bug, task, and issue WITs. To support portfolio management, teams create features and epics to view a rollup of user stories within or across teams. For more information, see [Agile process work item types and workflow](agile-process-workflow.md).
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[!INCLUDE [temp](../../includes/process-guidance-conceptual.md)]
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<a id="shared-queries"></a>
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## List work items by using queries
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You can manage your workload more effectively by frequently reviewing the status of user stories and tasks. You can use the shared work item queries to list work items for a current sprint or the product backlog.
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To manage your workload more effectively, frequently review the status of user stories and tasks. You can use the shared work item queries to list work items for a current sprint or the product backlog.
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[!INCLUDE [temp](../../includes/shared-queries.md)]
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[!INCLUDE [temp](../../includes/quick-tips-shared-query.md)]
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## Monitor progress
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All processes&mdash;Agile, Scrum, and CMMI&mdash;support [building status and trend charts and dashboards](../../../report/dashboards/overview.md). Also, several charts are automatically built based on the Agile tools you use. These charts display within the web portal.
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All processes, including Agile, Scrum, and CMMI, support [building status and trend charts and dashboards](../../../report/dashboards/overview.md). Also, several charts are automatically built based on the Agile tools you use. These charts display in the web portal.
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[!INCLUDE [temp](../../includes/create-lightweight-charts.md)]
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## SQL Server reports
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If your project collection and the project are configured with SQL Server Analysis Services and Reporting Services, you have access to many Agile reports. For these reports to be useful, [teams must complete certain activities,](/previous-versions/azure/devops/report/admin/review-team-activities-for-useful-reports) such as define build processes, link work items, and update status or remaining work.
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If your project collection and the project are configured with SQL Server Analysis Services and Reporting Services, you have access to many Agile reports. For these reports to be useful, teams must complete certain activities, such as define build processes, link work items, and update status or remaining work. For more information, see [Review team activities to support useful reports](/previous-versions/azure/devops/report/admin/review-team-activities-for-useful-reports).
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If you need to add reporting services or update reports to the latest versions, see [Add reports to a project](/previous-versions/azure/devops/report/admin/add-reports-to-a-team-project).
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