Views:
User stories are a way to capture scenarios that your clients will likely face when using your software. They allow your team to perfect the user experience and fix bugs before they affect your customers. User stories are an efficient way to test, troubleshoot, and perfect your product. Let us show you how to create and assign them. 
 

You can add new User Stories from two places. 
 

Option 1: Create User Story from the Project Schedule 

Go to a specific Project and from the default Schedule view, click Add User Story



 

Option 2: Create User Story from a Project 

Go to a specific project, click the User Stories tab then the + icon. 


 

 


 

Create the User Story 

Fill out the required information and click Save.



a. Use User Story Template: Set switch to Yes or No. See the Templates articles to learn how to create User Story templates.
b. 
Name: Enter a name for the User Story.
c. 
Description: Tell the story in this section—explain the user, scenario, constraints and any relevant details that your team needs to know.
d. 
Task: Each User Story must be attached to a Task. If the Task hasn’t been created yet, select New Project Task to create it.
e. 
Start Date: The date will default to the Task’s Start Date, but it can be changed.
f. 
End Date: The date will default to the Task’s End Date, but it can be changed.
g. 
Budget Hours: This isn’t required but you can estimate how long the User Story will take to complete. 

 


Assign the User Story to a Resource
 

From the User Story, navigate to the Resources tab and search for the individual in the Primary Resource field. Once entered, click Save. 


You can add more resources to the User Story by clicking the + icon. 



 

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