Issues Workbook

You can use the Issues workbook to review and rank problems that might block team progress. The default workbook query displays a flat list of all issues that are defined for the team project.

NoteNote

The Issues workbook is stored on the server that hosts SharePoint Products for your team project. If a project portal has not been enabled for your team project, you cannot access the workbook. For more information, see Access a Team Project Portal and Process Guidance.

When you open the workbook, click Edit Workbook next to Server Workbook so that you can modify the workbook. For more information, see Workbooks (GovDev).

If you cannot open the workbook, you can open the Issues team query by using Team Explorer or Office Excel. This topic describes how to manage issues by using Office Excel. For information about how to manage issues within the list of query results, see Modify Work Items within a List View.

In this topic

To access the Issues workbook

  • Open Team Explorer, open the Shared Documents folder, and then open the workbook, as the following illustration shows:

    Issues workbook under Shared Documents
  • Or, open Team Explorer, open the Work Items folder, and then open the Open Issues team query in the Project Management query folder, as the following illustration shows:

    Issues query under Team Queries

Required Permissions

To view a team query, you must be assigned or belong to a group that has been assigned Read permissions for the team query folder for the team project. To modify a query, you must be assigned or belong to a group that has been assigned Contribute or Full Control permissions for the team query. For more information, see Organize and Set Permissions on Work Item Queries.

To create or modify work items, you must be a member of the Contributors group or your View work items in this node and Edit work items in this node permissions must be set to Allow. For more information, see Team Foundation Server Permissions.

Issues Listed in the Workbook

You can use the Issues workbook to manage active issues. The Issues worksheet references the Issues team query, which is configured to find all issues that are defined for the team project. The following illustration shows an example of the workbook opened in Office Excel.

Example of Issues Workbook

Ranking and Prioritizing Issues

Adding Issues to the Workbook

Reordering the List of Issues

You can reorder the issues that are listed in the Issues workbook by using the Office Excelfeature for sorting rows.

To reorder the list of issues in the workbook

  1. Click the Down arrow down arrow next to Rank or Priority, and then click the appropriate option.

  2. (Optional) Save the workbook.

Linking an Issue to Another Work Item

Filtering the List of Issues

You can filter the issues that are listed in the Issues workbook by using the Office Excel features for filtering rows in the following ways:

  • Filter on State to show only Active or Closed issues.

  • Filter on Area or Iteration to show only the issues that are assigned to specific product areas or iterations.

    NoteNote

    Your project administrator defined the Area and Iteration tree hierarchies for the team project so that the team can track progress by these distinctions. For more information, see Create and Modify Areas and Iterations.

To filter the issues that are listed in the workbook

  1. Click the Down arrow down arrow next to State, Area, or Iteration, and then select the check box of each state, product area, or iteration to include.

  2. (Optional) Save the workbook.

Additional Resources for Modifying Issues By Using Office Excel

See Also