Add a New Card to Project Card Wall

Overview

The following article will walk you through the process of creating a card on a Project Plan Card Wall for project managed within the Enterprise Service Management (ESM) system.

What materials do I need?

• Internet access
• Web browser
• A valid University of Alaska (UA) identity
• Access to ESM TDWorkManagement
• Access to applicable ESM Project Application
• Assigned as Project Manager, or Alternate Project Manager for the desired project

How do I use this technology?

Create a New Card

1. On the Card Wall page, click the Add (+) button in the list header.
2. Enter a title for the task in the field that appears.
3. Click the Save button.

Enter Task Details

1. Click the Edit Card (pencil icon) button in the top right corner of the card.
2. Enter the following details as needed:
   • Enter a Start and End Date.
   • Estimated hours (required, but “0” is an acceptable value).
   • Modify the Percent Complete if you want to give it a more tailored value than the default (required, but “0” is an acceptable value).
   • Set Priority by selecting a value from the dropdown.
   • If using an agile methodology, click the Is Story toggle to say this is part of my overall story, and add values for Story Points and Value Points.
     • A story point is something you can use to estimate the complexity of the task(s) that the card represents.
     • A value point is used to estimate the story's value (or worth) to the project/organization.
     • You can assess card priority based on those two types of points when managing Card Wall-based projects.
   • Assign one or more resources who are responsible for this task by clicking Responsible and selecting a user from the dropdown. 
   • Select a Color to add a visual classification to cards.
   • Click Save.
3. To add subtasks to a task, click the Subtasks tab and enter the details.
4. To add issues to the task, click the Issues tab and enter the details. Learn more about creating issues.
5. Click Save.
6. Close the card.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.