Set up and Edit Boards, Folders, and Cycles

Set Up and Edit Boards, Folders, and Cycles

This guide will walk you through the process of setting up and editing Boards, Folders, and Cycles in DevStride.

Setting Up a Board

Step 1: Access Boards

Navigate to the Boards section on the left sidebar.

Step 2: Create a New Board

Click on the New button at the top of the screen. This will open the new board creation interface.

Setting Up a Folder

Step 1: Access Boards

Navigate to the Boards section on the left sidebar.

Step 2: Create a New Folder

1. Click on the New Folder button at the top of the screen.
2. In the NEW FOLDER pop-up:
   • Select a Parent Folder if necessary.
   • Enter a name for the folder in the NAME field.
   • Ensure the configurations for containing boards and cycles are set as desired.
   • Select a cadence from the CADENCE FOR CYCLES dropdown (this is required).
   • Choose the status collection for the cycles.
   • Optionally select a default team for the cycles.

Step 3: Finalize Folder Setup

Click on the Create Folder button to save the new folder.

Setting Up a Cycle

Step 1: Access Folders

Navigate to the Boards section and then select the relevant folder from the sidebar.

Step 2: Create a New Cycle

1. Click on the New button next to the Cycles header.
2. In the NEW TIMEBOX pop-up:
   • Select the appropriate cadence for the cycle.
   • Enter a label for the cycle.
   • Set the start and end dates for the cycle.
   • Enter the length of the cycle in days.

Step 3: Finalize Cycle Setup

Click on the Create Timebox button to create the cycle.

Editing an Existing Board, Folder, or Cycle

Editing a Board

1. Navigate to the Boards section.
2. Locate the board you wish to edit and click on the Edit option.

Editing a Folder

1. Navigate to the Boards section.
2. Locate the folder you wish to edit and click on the Edit option.
3. Make the necessary changes in the EDIT FOLDER pop-up.
4. Click on Update Folder to save the changes.

Editing a Cycle

1. In the Boards section, locate the cycle you intend to edit.
2. Click on the Edit button directly on the cycle card.
3. DevStride will redirect you to the Cadences section to edit the cycle details in the Planning Cadences view.
4. Make your changes in the Cadence setup.