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54 changes: 26 additions & 28 deletions docs/boards/get-started/customize-boards.md
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---
title: Quickstart guide to customizing your Kanban boards
title: Quickstart guide for customizing your Kanban boards
titleSuffix: Azure Boards
description: Customize your issues board to show fields, add columns, and change card color
description: Learn how to customize your Kanban board to show fields, add columns, and change card color.
ms.custom: boards-get-started
ms.technology: devops-new-user
ms.author: kaelli
author: KathrynEE
ms.topic: quickstart
monikerRange: '<= azure-devops'
ms.date: 07/09/2020
ms.date: 09/15/2021
---


# Customize your boards
# Customize your Kanban boards

[!INCLUDE [temp](../includes/version-all.md)]

This article shows how to customize a Kanban board. You have one Kanban board for each active product or portfolio backlog.

You can configure your Kanban board in several ways to support specific tracking needs. For example:
- Update fields directly from the card
- Highlight cards based on field assignments
- Add columns to track other workflow states
- Add swimlanes to expedite work or differentiate work assigned to different service classes.
- Update fields directly from the card.
- Highlight cards based on field assignments.
- Add columns to track other workflow states.
- Add swimlanes to speed up work or differentiate work assigned to different service classes.


## Open Settings for the board
## Open board settings

#### [Basic process](#tab/basic-process)
### [Basic process](#tab/basic-process)

Each team can customize their Issues and Epics boards and sprint Taskboards.

Expand Down Expand Up @@ -71,7 +70,7 @@ Each team can customize their Issues and Epics boards and sprint Taskboards.
<li><strong>Working days</strong>: Set the active weekdays to use when tracking capacity and burndown.</li>
</ul>

#### [Agile process](#tab/agile-process)
### [Agile process](#tab/agile-process)

1. [Open your Kanban board](plan-track-work.md). <!--- If you're not a team admin, [get added as one](../../organizations/settings/add-team-administrator.md). Only team and project admins can customize the Kanban board. -->

Expand Down Expand Up @@ -115,11 +114,11 @@ Each team can customize their Issues and Epics boards and sprint Taskboards.
* * *


## Customize fields
## Customize fields on a card

To quickly assign fields from the card without having to open the work item, add them to display on the card.

#### [Basic process](#tab/basic-process)
### [Basic process](#tab/basic-process)

1. To configure the fields displayed on cards, choose the **Fields** tab.

Expand All @@ -136,7 +135,7 @@ To quickly assign fields from the card without having to open the work item, add

4. Choose **Save and close** when done. To learn more, see [Customize cards](../boards/customize-cards.md).

#### [Agile process](#tab/agile-process)
### [Agile process](#tab/agile-process)

1. To configure the fields displayed on cards, choose the **Fields** tab.

Expand All @@ -157,11 +156,11 @@ To quickly assign fields from the card without having to open the work item, add
* * *


## Customize columns
## Customize your columns

You can add columns or change column names.

#### [Basic process](#tab/basic-process)
### [Basic process](#tab/basic-process)

1. To add a column or change column settings, choose **Columns** tab.

Expand All @@ -173,7 +172,7 @@ You can add columns or change column names.
1. Choose **Save and close** when done. To learn more about column settings, see [Add columns to your Kanban board](../boards/add-columns.md).


#### [Agile process](#tab/agile-process)
### [Agile process](#tab/agile-process)

1. To add a column or change column settings, choose **Columns** tab.

Expand All @@ -187,7 +186,7 @@ You can add columns or change column names.
* * *


## Customize swimlanes
## Customize your swimlanes

Swimlanes appear as rows within the Kanban board and provide yet another way to categorize work you want to track.

Expand All @@ -199,15 +198,14 @@ Swimlanes appear as rows within the Kanban board and provide yet another way to
> [!div class="mx-imgBorder"]
> ![Settings,Swimlanes dialog, Add Expedite swimlane](media/customize-boards/settings-swimlanes-dialog-expedite.png)

1. Choose **Save and close** when done. To learn more about working with swimlanes , see [Expedite work with swimlanes](../boards/expedite-work.md).
1. Choose **Save and close** when done. To learn more about working with swimlanes, see [Expedite work with swimlanes](../boards/expedite-work.md).


## Add or remove backlog levels

### [Basic process](#tab/basic-process)

#### [Basic process](#tab/basic-process)

If you decide you don't want to use Epics to track work, you can turn it off and it won't show up as a board or backlog. By default, it is enabled for new projects.
If you decide you don't want to use Epics to track work, you can turn it off and it won't show up as a board or backlog. By default, it's enabled for new projects.

1. Choose **Backlogs** tab and uncheck the work item type you no longer want to track on backlogs and boards.

Expand All @@ -217,7 +215,7 @@ If you decide you don't want to use Epics to track work, you can turn it off and
1. Choose **Save and close** when done.


#### [Agile process](#tab/agile-process)
### [Agile process](#tab/agile-process)

If you decide you want to use Epics to track work, you can turn it on and it will show up as a board or backlog. By default, it isn't enabled for new projects.

Expand All @@ -238,7 +236,7 @@ If you decide you want to use Epics to track work, you can turn it on and it wil

After you close the settings dialog, refresh (F5) your board to view your changes. Verify that all changes appear as expected, or revisit the Settings dialog to make a change.

#### [Basic process](#tab/basic-process)
### [Basic process](#tab/basic-process)

Here we show the customizations made in this article. The following image also shows a style applied to the color when the Priority=1.

Expand All @@ -254,7 +252,7 @@ Here we show the customizations made in this article. The following image also s
> ![Customizations made in this article.](media/customize-boards/boards-customized-view.png)
::: moniker-end

#### [Agile process](#tab/agile-process)
### [Agile process](#tab/agile-process)

Here we show the customizations made in this article. The following image also shows a style applied to the color when the Priority=1.

Expand All @@ -269,14 +267,14 @@ Here we show the customizations made in this article. The following image also s

* * *

## Try this next
## Next step

> [!div class="nextstepaction"]
> [Manage your project](manage-boards.md)
## Related articles

* [Customize cards](../boards/customize-cards.md) (addresses **Styles**, **Tag colors**, **Annotations** and **Tests**)
* [Customize cards](../boards/customize-cards.md) (addresses **Styles**, **Tag colors**, **Annotations**, and **Tests**)
* [Card reordering](../boards/reorder-cards.md)
* [Work in Progress limits](../boards/wip-limits.md)
* [Split columns](../boards/split-columns.md)
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16 changes: 8 additions & 8 deletions docs/boards/get-started/index.md
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---
title: Get started guide for Azure Boards
titleSuffix: Azure Boards & TFS
description: Sign up and get started using Azure Boards
title: Get started with Azure Boards
titleSuffix: Azure Boards
description: Learn how to sign up and start using Azure Boards. Use Azure Boards to add and track work items on a Kanban board.
ms.custom: boards-get-started
ms.technology: devops-new-user
ms.topic: overview
ms.author: kaelli
author: KathrynEE
monikerRange: '>= tfs-2013'
ms.date: 10/14/2019
monikerRange: 'azure-devops'
ms.date: 09/15/2021
---


# Start using Azure Boards
# How to get started with Azure Boards

[!INCLUDE [temp](../includes/version-all.md)]

Expand All @@ -25,7 +25,7 @@ Then, read [Plan and track work](plan-track-work.md) to start adding and trackin
>
> If you use GitHub and want to track your issues in Azure Boards, see [GitHub & Azure Boards](../github/index.md).
If you are tasked with managing Azure Boards settings, review [Manage your Azure Boards project](manage-boards.md) for additional configurations and resources that you may want to make.
If you're tasked with managing Azure Boards settings, review [Manage your Azure Boards project](manage-boards.md) for other configurations and resources that you may want to make.

[!INCLUDE [temp](../../includes/version-selector-minimize.md)]

Expand All @@ -35,7 +35,7 @@ If you are tasked with managing Azure Boards settings, review [Manage your Azure
- [Default permissions & access (Security)](permissions-access-boards.md)
- [Agile glossary](../work-items/agile-glossary.md)

## Additional resources
## More resources

- [Best tool for the job](../work-items/best-tool-add-update-link-work-items.md)
- [Work items](../work-items/about-work-items.md)
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14 changes: 7 additions & 7 deletions docs/boards/get-started/keyboard-shortcuts.md
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@@ -1,21 +1,21 @@
---
title: Keyboard shortcuts
title: Keyboard shortcuts for Azure Boards
titleSuffix: Azure Boards
description: Keyboard shortcuts for the web portal for Azure Boards and Team Explorer
description: Learn about keyboard shortcuts for the web portal for Azure Boards and Team Explorer.
ms.custom: Navigation
ms.technology: devops-agile
ms.topic: conceptual
ms.author: kaelli
author: KathrynEE
ms.date: 04/22/2020
ms.date: 09/15/2021
monikerRange: '>= tfs-2015'
---


# Keyboard shortcuts for Azure Boards and Team Explorer

[!INCLUDE [temp](../includes/version-vsts-tfs-2015-on.md)]
You can use the keyboard shortcuts listed in this article when you work within Azure DevOps or Team Explorer. In addition to these shortcuts, you can [assign your own shortcuts in Visual Studio](/visualstudio/ide/identifying-and-customizing-keyboard-shortcuts-in-visual-studio) from the **Tools/Options/Environment/Keyboard** page.
You can use the keyboard shortcuts listed in this article when you work within Azure DevOps or Team Explorer. Along with these shortcuts, you can [assign your own shortcuts in Visual Studio](/visualstudio/ide/identifying-and-customizing-keyboard-shortcuts-in-visual-studio) from the **Tools/Options/Environment/Keyboard** page.

For specific guidance on navigating within the web portal, see [Web portal navigation](../../project/navigation/index.md).

Expand Down Expand Up @@ -47,13 +47,13 @@ Type **?** to access the Global and page-specific shortcuts.
[!INCLUDE [temp](../../includes/keyboard-shortcuts/global-shortcuts.md)]

Page-specific shortcuts only work when in a specific page. For example, type **g c** to open the **Code** page, and then type **c p** to create a pull request. These navigation shortcuts work as long as the focus is not on an input control.
Page-specific shortcuts only work when in a specific page. For example, type **g c** to open the **Code** page, and then type **c p** to create a pull request. These navigation shortcuts work as long as the focus isn't on an input control.


::: moniker range=">= azure-devops-2019"


## Work Items
## Work items

[!INCLUDE [temp](../../includes/keyboard-shortcuts/work-items-page-shortcuts.md)]

Expand Down Expand Up @@ -103,7 +103,7 @@ Use these shortcuts when working in Team Explorer.
<p><strong>Navigate</strong></p>
<strong>Ctrl+0,a</strong>&nbsp;&nbsp;&nbsp;Open web portal<br/><strong>Ctrl+0,b</strong>&nbsp;&nbsp;&nbsp;Open <a href="/azure/devops/pipelines/get-started/what-is-azure-pipelines" data-raw-source="[Build](../../pipelines/get-started/what-is-azure-pipelines.md)">Build</a><br/><strong>Ctrl+0,c</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../organizations/projects/connect-to-projects.md" data-raw-source="[Connect](../../organizations/projects/connect-to-projects.md)">Connect</a><br/><strong>Ctrl+0,d</strong>&nbsp;&nbsp;&nbsp;Open <a href="/previous-versions/azure/devops/report/sharepoint-dashboards/share-information-using-the-project-portal" data-raw-source="[Documents](/previous-versions/azure/devops/report/sharepoint-dashboards/share-information-using-the-project-portal)">Documents</a><br/><strong>Ctrl+0,e</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../repos/git/gitquickstart.md" data-raw-source="[Branches (Git)](../../repos/git/gitquickstart.md)">Branches (Git)</a><br/><strong>Ctrl+0,g</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../repos/git/gitquickstart.md" data-raw-source="[Changes (Git)](../../repos/git/gitquickstart.md)">Changes (Git)</a><br/><strong>Ctrl+0,h</strong>&nbsp;&nbsp;&nbsp;Open Home<br/><strong>Ctrl+0,m</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../repos/tfvc/share-your-code-in-tfvc-vs.md" data-raw-source="[My Work (TFVC)](../../repos/tfvc/share-your-code-in-tfvc-vs.md)">My Work (TFVC)</a><br/><strong>Ctrl+0,p</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../repos/tfvc/suspend-your-work-manage-your-shelvesets.md" data-raw-source="[Pending changes (TFVC)](../../repos/tfvc/suspend-your-work-manage-your-shelvesets.md)">Pending changes (TFVC)</a><br/><strong>Ctrl+0,r</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../report/sql-reports/reporting-services-reports.md" data-raw-source="[Reports](../../report/sql-reports/reporting-services-reports.md)">Reports</a><br/><strong>Ctrl+0,s</strong>&nbsp;&nbsp;&nbsp;Open Settings<br/><strong>Ctrl+0,w</strong>&nbsp;&nbsp;&nbsp;Open Work items<br/><strong>Ctrl+0,y</strong>&nbsp;&nbsp;&nbsp;Open <a href="../../repos/git/gitquickstart.md" data-raw-source="[Synchronization (Git)](../../repos/git/gitquickstart.md)">Synchronization (Git)</a><br/>
<br/>
<strong>Ctrl+&#39;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to search box<br/><strong>Alt+0</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to top of page<br/><strong>Alt+1</strong>&#8230;9&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to visible section [1 thru 9]<br/><strong>Alt+↑↓</strong>&nbsp;&nbsp;&nbsp;&nbsp;Move focus to next/previous section
<strong>Ctrl+&#39;</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to search box<br/><strong>Alt+0</strong>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to top of page<br/><strong>Alt+1</strong>&#8230;9&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Move focus to visible section [1 through 9]<br/><strong>Alt+↑↓</strong>&nbsp;&nbsp;&nbsp;&nbsp;Move focus to next/previous section

</td>

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26 changes: 13 additions & 13 deletions docs/boards/get-started/manage-boards.md
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@@ -1,41 +1,41 @@
---
title: Quickstart guide to configure and manage your project
titleSuffix: Azure Boards
description: Understand how to manage your project
description: Learn concepts in Azure Boards that help you understand how to manage your project.
ms.technology: devops-agile
ms.custom: boards-get-started
ms.author: kaelli
author: KathrynEE
ms.topic: quickstart
monikerRange: '>= tfs-2013'
ms.date: 07/17/2019
ms.date: 09/15/2021
---


# Configure settings and manage your Azure Boards project
# Configure and manage your Azure Boards project

[!INCLUDE [temp](../includes/version-all.md)]

You can start using Azure Boards and configure resources as you go. No up-front work is required. Most settings define defaults.
You can start using Azure Boards project and configure resources as you go. No up-front work is required. Most settings define defaults.

As an organization owner or a project admin, there are a few items you might want to attend to at the start, to ensure a smooth operational experience. If you own a large organization, you'll want to consider additional tasks to structure your projects to support multiple teams or software development apps.
As an organization owner or a project admin, there are a few items you might want to attend to at the start. If you own a large organization, you'll want to consider other tasks to structure your projects. More tasks can be structured to help support multiple teams or software development apps.

Specifically, consider performing one or more of the following tasks:
Specifically, consider doing one or more of the following tasks:

::: moniker range=">= tfs-2018"

- [Add users to your project](#add-users). To assign users to issues or tasks, you need to add them to your project.
- [Share your project vision](#share-vision). To support people who'll contribute to your project, provide them some directions via the project summary page, or through your [project wiki](../../project/wiki/index.md).
- [Define area and iteration paths](#areas-iterations). If you work with Scrum methods or want to time-box your issues and tasks, you'll want to define Iteration Paths.
- [Customize your issues or tasks](#customize). If you need additional fields to track data, or other type of work item, you can customize your process.
- [Share your project vision](#share-vision). To support people who will contribute to your project, provide them some directions via the project summary page, or through your [project wiki](../../project/wiki/index.md).
- [Define area and iteration paths](#areas-iterations). Define Iteration Paths if you work with Scrum methods or want to time-box your issues and tasks.
- [Customize your issues or tasks](#customize). If you need more fields to track data, or other type of work item, you can customize your process.

::: moniker-end

::: moniker range="<= tfs-2017"

- [Add users to your project](#add-users). To assign users to issues or tasks, you need to add them to your project.
- [Define area and iteration paths](#areas-iterations). If you work with Scrum methods or want to time-box your issues and tasks, you'll want to define Iteration Paths.
- [Customize your issues or tasks](#customize). If you need additional fields to track data, or other type of work item, you can customize your process.
- [Define area and iteration paths](#areas-iterations). Define Iteration Paths if you work with Scrum methods or want to time-box your issues and tasks.
- [Customize your issues or tasks](#customize). If you need more fields to track data, or other type of work item, you can customize your process.

::: moniker-end

Expand Down Expand Up @@ -72,7 +72,7 @@ If you support several products or feature areas, you can assign issues and task

## Customize your work item types

You and your team can start using all work-tracking tools immediately after you create a project. But often, one or more users want to customize the experience to meet one or more business needs. Although you can customize the process easily through the user interface, you'll want to establish a methodology for who will manage the updates and evaluate requests.
You and your team can start using all work-tracking tools immediately after you create a project. But often, one or more users want to customize the experience to meet one or more business needs. You can customize the process easily through the user interface. As such, you'll want to establish a methodology for who will manage the updates and evaluate requests.

> [!NOTE]
> By default, organization owners and users added to the **Project Collection Administrators** security group are granted permission to create, edit, and manage processes used to customize the work-tracking experience. If you want to lock down who is able to perform these tasks, you can set permissions at the organization-level to **Deny**.
Expand All @@ -97,7 +97,7 @@ To learn more, see these articles:

## Review and update notifications

A number of notifications are predefined for each project. Notifications are based on subscription rules. Subscriptions arise from the following areas:
Many notifications are predefined for each project. Notifications are based on subscription rules. Subscriptions arise from the following areas:

- [Out-of-the-box or default subscriptions](../../notifications/oob-built-in-notifications.md).
- [Team notifications](../../notifications/manage-team-group-global-organization-notifications.md), managed by a team administrator.
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