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Issues workbook

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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.

Note

When you open the workbook, choose Edit Workbook next to Server Workbook so that you can modify the workbook.

If you cannot open the workbook, you can open the Issues shared query by using Team Explorer or Microsoft Excel.

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 Microsoft Excel.

Example of Issues Workbook

To learn more about working with a query list in Excel, see Bulk add or modify work items with Excel.

Requirements

  • To open a workbook in Office Excel, you must have the Team Foundation Office Integration add-in installed on your client computer. This add-in is installed when you install any product in Visual Studio ALM. 

  • Workbooks are 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 Configure or redirect process guidance.

  • 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 Set permissions on 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 Add users to team projects.