Scenario Topics

Creating Work Item Lists

Use a work item list:•To track status for a team or group of tasks.•To view or change work items offline.•To apply bulk updates.

Create work item lists:•By opening an existing query.•By selecting specific work items.•By creating work items in an empty list.

A work item list displays work items as rows in Microsoft Excel

6 Feature 1 David Active

ID Title Assigned To State

24 Task 1 Peter Closed

30 Task 2 Peter Closed

31 Task 3 Active Active

33 Task 4 Active Active

Team Foundation

Server

Open from

query or by searching

Changing Work Item Lists

Change a work item list:•To display relevant information in the best format.•By adding, removing, or updating work items.

•Change the type of list:•By binding the list to a set of work items.•By binding the list to a query.

Control appearance:•By choosing columns to display.•By sorts and filters.•By applying formatting.

Change the visual appearance, and change data to keep the list useful.

6 Feature 1 David Active

ID Title Assigned To State

24 Task 1 Peter Closed

30 Task 2 Peter Closed

31 Task 3 Active Active

33 Task 4 Active Active

Add, remove, or change work items

Choose Columns Sort or Filter

Publishing and Refreshing Work Item Lists

Use Publish and Refresh:• To keep all work item data centralized.• To keep your work item list up to date with changes entered by others.

The Publish Process:•Updates the work item data on the server to match changes made in the work item list.•Flags any data errors or conflicts so that you can correct them.

Data Errors:•Occur when work item rules are not followed or when conflicting changes are on the server.•Are resolved while entering data or when publishing data.

Keep your work item list in sync with the server by publishing or refreshing Team

Foundation Server

Refresh

Publish

changes

Data checked for conflicts when

published

Excel checks data when entered

Links and Attachments in Excel

Use links and attachments:•To find related data such as work items, changesets, and test results.•To attach relevant documents to a work item such as notes, Word documents, or e-mail discussions.

Links and attachments:•Are saved only on the server.•Require a connection to the server.

You can view or modify links and attachments from Microsoft Excel

Team Foundation Server

Work item LinksAttachments

Work item list

View in ExcelChange on server