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Resolved! Submit Button Not Working When Creating Epics in CWM

When we try to create an Epic from a CWM Board (Add Item [dropdown] > Epic), the New Item side panel opens and I'm able to fill out all of the fields. When trying to click Submit nothing happens - no Epic creation or change in window. This is happeni...

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bperkins by Tera Contributor
  • 877 Views
  • 4 replies
  • 0 helpfuls

Creating CWM Sprints from EAP

Working in my PDI, I created an EAP Configuration for basic Agile teams that has Stories and Features for Work Item Structure and Story for Default Work Item and Sprint for the Planning Calendar.  I added a team and set the Team Agile Tool to CWM.  W...

jaguthrie by Tera Contributor
  • 572 Views
  • 2 replies
  • 0 helpfuls

Resolved! Best Practices for Projects

1. We currently have several projects within the same team and are trying to determine what the best practice is for creating boards within the same space. Is best practice that boards be created for each project? And if so, can stories from all team...

WorkFlow - When Group Owner changes, find Department Name of New Owner

I have a workflow started.  Got the trigger down pat:1- Group updated where Owner ChangesThen I need to:2- Look up the department name of the new owner3 - Set Group.Parent = NewOwner.Dept.Name I have tried, but been unsuccessful for steps 2 and 3. An...

slwbid by Tera Contributor
  • 430 Views
  • 4 replies
  • 0 helpfuls

Resolved! Import existing task in CWM

Hi, I am trying to learn how to use collaborative work management. When you install it, you create a space, a dashboard... that initially is empty.Is it possible to import in that dashboard the tasks, defects... that already exist in the system in th...

Vero Moral by Tera Expert
  • 1922 Views
  • 3 replies
  • 3 helpfuls

Migration from other apps to CWM

Anyone migrated data and processes from other applications to CWM? For example, migrate from Trello, Asana, or Smartsheet to CWM.I would like to hear your story and what worked well and what didn't.

Community Alums by Community Alums  
  • 1404 Views
  • 3 replies
  • 2 helpfuls

How can I import tasks from excel into a board

From testing I know that I can define a data source, attach a workbook and define a transform map/field mapping to create or update tasks in a board however when using a custom column I see no easy way of determining the correct target field given th...

Resolved! Moving Doc or Boards from one Space to another.

Just curious if it is possible to move or copy a board or doc from one space to another and if so, how?  I'm guessing it might be possible if you save it into a template and then share that out, but that really isn't the functionality I'm looking for...

jaguthrie by Tera Contributor
  • 456 Views
  • 1 replies
  • 1 helpfuls

Unable to see the Team Agile Tool field in Zurich

We upgraded our Platform to Zurich and all the corresponding modules to the latest version. I am still not seeing the "Team Agile Tool" to choose CWM or EAP as a team level planning tool. What am I missing?

Sid Panchal by Tera Contributor
  • 505 Views
  • 3 replies
  • 0 helpfuls

CWM: Is it possible to create a report using the sn_cwm_task table?

One user, that works with multiples CWM boards wants do create a Report using the sn_cwm_task table as source for the report to view all tasks from all boards in one place and make some data visualizations to manage the tasks.  User role: sn_cwm.cwm_...

RodyDio by Tera Contributor
  • 590 Views
  • 3 replies
  • 0 helpfuls

Sprint Planning NOT available in Collaborative Work Management

Hi all,I cannot select Sprint Planning in a Collaborative Work Management Board. The option does not appear under Personalize → Views, even though Agile Development is licensed, roles are correctly assigned, and Stories are available. "Story" can als...

I cannot view the Kanban for the current Sprint.

We updated CWM and Strategic Planning Workspace so we can synchronize EAP with CWM, allowing teams to manage their user stories and sprints within CWM.The problem we encountered is that in CWM, the Kanban Board is general for ALL user stories, and yo...

Leo_Andrada by Tera Contributor
  • 497 Views
  • 1 replies
  • 1 helpfuls

CWM Connected Work & Custom columns

In the FAQ post it's mentioned that enhancements are planned for connected work items - move on Kanban boards and display under 'My work' view.Is it planned to enable custom columns to be displayed for the connected items? For example custom columns ...