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What This Does

This guide explains when to use stories, tasks, and issues and how to create each one correctly.

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When to Use Each Item

  • Story
    • use for a user-facing or business-facing unit of planned work
  • Task
    • use for implementation work under a story
  • Issue
    • use for defects, production problems, or delivery blockers

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Steps to Create a Story

  1. Open Project Management.
  2. Choose Create New and select Story.
  3. Enter the title and description.
  4. Choose team, priority, and status if required.
  5. Add estimate and assignee if available.
  6. Save the story.

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Steps to Create a Task

  1. Open Project Management.
  2. Choose Create New and select Task.
  3. Enter the title.
  4. Select the parent story.
  5. Add description, estimate, assignee, and team.
  6. Save the task.

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Steps to Create an Issue

  1. Open Project Management.
  2. Choose Create New and select Issue.
  3. Enter the issue summary.
  4. Add the defect or blocker details.
  5. Choose the team, priority, and assignee if known.
  6. Link the issue to a story or related work if needed.
  7. Save the issue.

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Verify the Result

  1. Open the project list view.
  2. Switch to the matching tab.
  3. Confirm the item appears.
  4. Open the kanban view if your team uses it and confirm the item is visible there too.