Pivotal Tracker Help
Frequently Asked Questions
Overview
- What is Pivotal Tracker?
- How can I learn about new Tracker features?
- How can I share my ideas for Tracker?
Projects
- What is a project?
- How can I create a new project?
- I only see a few project tabs. Where are the rest of them?
- How do I change project settings, such as iteration length?
- Can I hide the project tabs when showing a project to others?
- How do I leave a project?
- Can projects be deleted?
- How do I archive a project, and what does it mean?
- How can I see my archived projects?
- Is it possible to make my project public?
- How do I set the project's start date?
Members
- What are the differences between Owners, Members, and Viewers?
- How can I add new members to a project that I own?
- Can I invite others to join Tracker?
- How can I update my personal information?
Stories
- What is a story?
- How much detail should I capture in a story?
- Can I break down a story into smaller tasks?
- Why are my stories moving from the backlog to the current panel?
- When do accepted stories move from Current to Done?
- Why can't I move done stories from Current to Done?
- What if more than one person edits a story concurrently?
- How do I find a particular story?
- How can I find all stories that I own but haven't yet started?
- How can I find all stories I've requested that are delivered and ready for me to verify?
- How do I find the history for a particular story?
- Can I open multiple panels of the same type?
- Is there a way for Tracker to remember which panels I have open?
- How will I know if stories I care about are being delivered, or have been rejected?
- Can a story belong to more than one project?
Search
Velocity
- What is velocity?
- What are points?
- How is velocity calculated?
- What is initial velocity?
- How can I change the velocity of my project?
- Can I commit to more (or fewer) stories for the current iteration?
- Why can't I estimate my bugs and chores?
- C'mon, I really want to, can't I please estimate my bugs and chores?
- What do I do if my whole team goes on vacation and gets zero points done?
Iterations
- How do I change the number of iterations included in the velocity calculation?
- How do I change the iteration length?
- How do I change the start day for an iteration?
- What is that little
icon in the iteration header? - What is Team Strength?
- How do I set Team Strength?
- Is it possible to change the length of a single iteration?
- How do I maintain project velocity when restarting a project that has been on hold, paused, or stalled for a number of iterations?
Import & Export
- How can I export stories from my project?
- Can stories be imported from CSV?
- Can I edit or add new tasks to existing stories using CSV import?
- Can I import stories from one project into another?
Labels
- What are labels for?
- How do I add a label to a story?
- How do I use labels to find stories?
- Can I remove a label from a story?
- How can I rename or delete a label from a project?
- Can I have a label belong to more than one project?
Pricing and Hosting Options
- What are your plans for Tracker pricing?
- How can you afford to offer such a service, completely free? What is your business model?
- Is it possible to host my own copy of Tracker?
Privacy
- Who can see my email address?
- Can anyone see my project or know that it exists?
- Who has the rights to my stories?
- Is my data backed up?
Releases
Charts
Reports
File Attachments
API
Integration
Misc
- How do I refresh my view?
- Are there keyboard shortcuts?
- Can I receive email notifications from Tracker?
- How do I help ensure that Tracker email notifications are delivered to my inbox?
- Can I subscribe to Tracker activity using my RSS/blog reader?
- Can I follow my projects on Twitter?
- We use Campfire for team chat. Can we see what's going on in our Tracker project there as well?
- How does Tracker work with time zones?
- What is Tracker's normal maintenance schedule?
Overview
What is Pivotal Tracker?
Tracker is a story-based project planning tool from Pivotal Labs that allows teams to collaborate and react to real-world changes instantly. It's based on agile software methods, but can be used on a wide range of projects.
Tracker maintains a prioritized backlog of project deliverables, broken down into small, estimated pieces, called stories. It dynamically groups these stories into fixed segments of time, called iterations, and it predicts progress based on real historical performance (velocity).
How can I learn about new Tracker features?
The Tracker Dashboard will tell you about new features. We announce them on our Recent Updates page.
How can I share my ideas for Tracker?
We'd love to hear your feedback and ideas for improvement. We're excited to be using Satisfaction to coordinate all the input from you, your fellow users, and the Tracker developers. There you'll find discussions of new feature ideas, bug reports and fixes, and opinions from other Tracker users and Pivotal Labs employees. If you have a question or problem that is not already addressed, please add a new topic.
You can also send suggestions and bug reports to tracker@pivotallabs.com.
Projects
What is a project?
A project can be anything that you or your team works on that delivers some value, and that is large enough to benefit from being broken down into small, concrete pieces. For example, a project may be to develop software for an e-commerce web site, build a bridge, create an advertising campaign, etc.
How can I create a new project?
Click the Create Project button on the Dashboard, enter a name for the project, and hit enter. You'll be taken to the new project, where you can immediately start adding stories.
I only see a few project tabs. Where are the rest of them?
If you have many projects, the Tracker project tabs only display the most-recently visited. The rest of your projects can easily be accessed from the Projects drop-down box in the top left corner, or from the Dashboard.
How do I change project settings, such as iteration length?
Only project owners can change project settings. On the Dashboard, hover over the project in the project list to reveal a settings link. You can also access the settings page from within a project by using the View menu.
Can I hide the project tabs when showing a project to others?
Yes, click the 'x' on the right side of the dark gray project tab bar, or use the View menu and deselect the Show Project Tabs option.
How do I leave a project?
From the Dashboard, click Show All My Projects, then click the leave link beside the project you no longer need to work with. You can also leave a project from the Project Overview page. You can't leave a project if you're the only owner, you must make someone else an owner of the project first (on the Members page).
Can projects be deleted?
You cannot permanently delete a project but you can archive it (see below).
How do I archive a project, and what does it mean?
If you are an Owner of a project, you can archive your project from the My Projects page (Dashboard => Show All My Projects), or the Project Overview page.
Archiving a project removes it from the Dashboard and other pages, and makes it invisible to all but owners of the project, who will see it only in their list of archived projects. None of the project data is lost, and the project can be reactivated at any time.
How can I see my archived projects?
From the Dashboard, go to Show All My Projects, and click the Show Archived Projects link at the bottom of the projects list.
Is it possible to make my project public?
Yes. As a project owner, you can allow anyone to see your project in read-only mode, even if they're not signed in to Tracker. Public access can be enabled on the Project Settings page.
How do I set the project's start date?
In most cases you do not need to explicitly set the project's start date, the system will dynamically calculate the project's start date based on the first accepted story. However, there are some cases, especially on projects with multi-week iterations, that the system's calculated start date doesn't match the actually start date of the project. In this case, you can explicitly set the project's start date on the Project Settings page. The start date needs to be before the project's first accepted story and the start date's day of week needs to match "Start Iterations On" day of week.
Members
What are the differences between Owners, Members, and Viewers?
Only owners can add and remove members and change project settings. Members and owners can create, edit, move, and delete stories and can add comments. Viewers can't make changes. They can only view stories.
How can I add new members to a project that I own?
- Go to the Members page (either from the Project Overview page or by using the View menu in the Project page).
- In the Add Member field, start typing. You can use the full name, the email address, or this format:
James T. Kirk (JTK) <kirk@starfleet.edu> - Click the Add button. Tracker will make a guess at what you intend for the name, initials, and email.
- Click Add New Member. Your friend will receive an email invitation to your project.
Can I invite others to join Tracker?
If you're a project owner, you can invite anyone with an email address to your project.
How can I update my personal information?
The My Profile link allows you to change your username, full name, initials, email address, password, and email notification settings. Please see our Privacy Policy for more information on how we protect your private data.
Stories
What is a story?
A story is small, concrete deliverable for your project. Typically, on a software project, it's a concise description of some functionality, and is usually written from the perspective of the user. A good story is understood by everyone on your team - developers, product owners, and users - and describe something that can be verified and accepted by the project's customer. A simple example: 'A user should be able to add a product to their shopping cart'.
How much detail should I capture in a story?
We like to think of stories as placeholders for ongoing conversations, and tend to keep stories short, typically to one sentence. It's possible to capture a longer description in the description field, though, and converse about the story using story comments.
Can I break down a story into smaller tasks?
We recommend breaking your project into small stories, so that each story describes a single, concrete feature that adds incremental value. With small stories, there is rarely a need to break things down further, but sometimes developers like to keep a to-do list while working on a story. To enable story tasks, go to your project settings, and check the 'enable tasks' option under Experimental. You should then be able to add tasks to stories, under the description field. Hover over a task to edit it, delete it, or move it up and down. You can also check off a task when it's complete, but task status does not affect overall story status.
Why are my stories moving from the backlog to the current panel?
Tracker automatically moves stories from the top of the backlog to the current iteration based on project velocity. For example, if your velocity is 6, Tracker will move 6 points worth of stories to the current iteration, because that is what is projected to be completed. Think of the current panel as a view of the top of the backlog (In fact, there's even a View menu option to 'Include Current in Backlog', for teams that prefer the single, unified view of all prioritized stories).
When do accepted stories move from Current to Done?
Accepted stories stay in the current iteration until the iteration is over, and a new one begins (usually the following week, depending on how long your iterations are). At that point, the current iteration moves to the Done panel, along with all stories accepted in the iteration.
Why can't I move done stories from Current to Done?
Accepted stories in the Current Iteration/Panel will move the Done panel once the current iteration ends. For example if you are using the Project setting defaults (weekly iterations starting on Mondays), your Current iteration will roll over next Monday morning.
What if more than one person edits a story concurrently?
Your Tracker browser session is never more than a few seconds out of date with the server. If two people make changes to the same story in that small window, Tracker picks a winner and rolls back the changes made by the loser. The person losing this arbitration receives a notification that their changes have been overwritten.
How do I find a particular story?
Use the search field at the top of the Project page to find stories. The simplest way is to search by some text in the story name or description, but more advanced searches are also possible (see below). Searches are performed across all story text (e.g., title, description, notes, tasks, requestor, owner, attachment filename and attachment description). You can click the Reveal button to highlight the story in context.
How can I find all stories that I own but haven't yet started?
Developers often wish to see all the stories they own but haven't yet started. The My Work panel will show any stories assigned to you that have not yet been started. It will also display all stories in Delivered status (i.e., ready for Accept or Reject) for which you are the requester.
How can I find all stories I've requested that are delivered and ready for me to verify?
Project managers often want to know what stories have been delivered and are ready for them to accept or reject. The My Work panel will show all stories in Delivered status (i.e., ready for Accept or Reject) for which you are the requester. It will also display any stories assigned to you that have not yet been started.
How do I find the history for a particular story?
With the story expanded, click the View History button. The Project History panel will open with the complete history for that story.
Can I open multiple panels of the same type?
Yes, you can duplicate any panel by clicking on the clone (
) icon in the panel header. This comes in handy when reorganizing a backlog or icebox with a large number of stories.
Is there a way for Tracker to remember which panels I have open?
Yes, select the Autosave Layout option in the View menu (on the project page). This will keep the same panels open when you switch from project to project, and when you come back to Tracker.
Search
How can a search be refined?
Searches can be refined with the following modifications:
-
Quotes (")
These can be used to search for an exact phrase. Use quotes for search terms containing spaces, dashes, or underscores. Tracker does not currently support searches for phrases or words containing colons. "Your favorite string" "beam_me_up"
-
Commas(,)
Commas can be used to search on multiple different values within the same search term. state:started,unstarted id:1,2,3
-
Labels (label:)
You can also click on a label name to automatically search this way. If your label contains a SPACE, it must be surrounded in quotes. Tracker does not currently support searching for labels with colons. label:"label name"
To search for unlabeled stories. label:""
-
Type (type:)
Constrain your search to: Feature, Bug, Chore or Release. type:Feature
-
State (state:)
The state can be: unscheduled, unstarted, started, finished, delivered, accepted, or rejected. state:unstarted
-
Has Attachment (has_attachment:)
Returns all stories that have attachments. You can't currently pass a parameter or search for stories without attachments, so has_attachment:true and has_attachment:false don't work. You must include the colon. has_attachment:
-
Created Since (created_since:)
Returns all stories that have been created since the given date. created_since:11/16/2009
If your date format includes spaces you'll need to quote it. created_since:"Nov 16 2009"
-
Modified Since (modified_since:)
Returns all stories that have been created or updated since the given date. modified_since:11/16/2009
If your date format includes spaces you'll need to quote it. modified_since:"Nov 16 2009"
-
Requestor (requester:)
Search using the full name, initials or part of the user's name. requester:JTK
-
Owner (owner:)
Search using the full name, initials or part of the user's name. owner:"James T Kirk"
-
My Work (mywork:)
Show in-progress work for a given username (similar to the "My Work" panel, but for any user). mywork:Spock
-
ID (id:)
Find a story with a particular ID (which can be found inside a story's details). id:42
-
Integration (integration:)
Find all stories in a project which are linked to an external system via a specific integration type (i.e. Lighthouse, Other, more to come in the future). A project's integrations can be found on the "Integrations" tab in Project Settings. integration:Lighthouse integration:Other
-
External ID (external_id:)
Find an externally linked story (in a project with an External Integration) with a particular External ID (which can be found inside a story's details). external_id:42
-
Has External ID (has_external_id:)
Find all externally linked stories (in a project with an External Integration). You can't currently pass a parameter or search for stories without an external link, so has_external_id:true and has_external_id:false don't work. You must include the colon. has_external_id:
Searches can be combined by separating the terms with a space. The results that match every parameter will be displayed. state:started requester:DD label:"my stuff" keyword
Velocity
What is velocity?
Velocity is the average number of points accepted per iteration, based on recently completed iterations. It measures progress, and allows Tracker to predict when milestones will be completed based on past performance.
What are points?
A point is a relative, team-specific measure of effort to complete a feature story. It can be based on something concrete, like ideal engineering days, but over time it becomes an intuitive, relative metric.
How is velocity calculated?
At the end of an iteration, accepted stories in the current iteration move to the Done panel. The sum of the points for the accepted stories is noted for each done iteration. The team velocity is a running average of the velocity of the past N iterations, where N is 1, 2, 3, or 4 as configured by the project owner. Remaining stories are grouped into future iterations based on velocity. If Tracker cannot make iterations of exactly the same value as the velocity it will ensure that the average number of points in consecutive iterations is equal to the velocity. For instance, if the velocity is 10 and there are 8 points in the upcoming iteration but the next story in priority order is 3 effort points, Tracker will leave 8 points in the upcoming iteration and plan 12 points for the following iteration. The calculation assumes that you will start the 3-point story in the upcoming iteration but you won't finish it until the following one.
The change in the velocity over time can be tracked in the Charts panel using the velocity chart. It shows the actual velocity for each iteration, the running average velocity, the mean velocity for the life of the project, and the velocity's standard deviation.
What is initial velocity?
When a project is first created, Tracker has no historical data from which to calculate your project velocity. Initial velocity is used as the velocity until the completion of your first few iterations. At that point, Tracker has enough data to calculate your actual velocity and the initial velocity is no longer relevant.
If your project goes without points for long enough that your velocity would be zero, then the initial velocity is used until you re-establish a meaningful velocity.
How can I change the velocity of my project?
You can experiment with overriding project velocity, but that's only visible to you, until you revert the override or close your browser. You cannot change the actual velocity, which Tracker calculates from previous iterations. Velocity is a reflection of how much your team can get done in a single iteration. Artificially inflating this number can lead to missed deadlines and stressed programmers. Your job is to estimate and prioritize your stories; let Tracker calculate what can be completed based on impartial measurements of effort and time.
Can I commit to more (or fewer) stories for the current iteration?
We recommend letting Tracker plan your iterations automatically. There may be times, however (for example early in the project, before velocity stabilizes), when it may be preferable to commit to more (or fewer) stories than what Tracker estimates will be completed. To plan the current iteration manually, start by enabling Commit Mode on the project settings page. You will then see a diamond ring icon at the top of the current iteration. If you click that, and turn on Commit Mode, you'll be able to drag as many stories into (or out of) the iteration as you'd like. This is only possible for the current iteration - the rest of the iterations in the backlog will still be planned automatically.
Why can't I estimate my bugs and chores?
We believe it's best to only count features toward velocity, for the following reasons:
- Bugs and chores are a cost of doing business. Tracker's automatic velocity calculation frees you from having to account for this cost, allowing you to focus your planning on business value, risk, and prioritization.
- The goal of measuring velocity is to predict how much business value can be delivered in each iteration. Therefore, only work which provides business value is given points. Bugs are not given points because the introduction of bugs actually distracts from providing business value.
- When there are bugs in features which have already been accepted, points have already been measured in the project velocity for that feature. Counting them again would be double counting.
- Chores should be thought of as engineering overhead, not directly providing business value, but merely enabling the ability to provide business value.
C'mon, I really want to, can't I please estimate my bugs and chores?
OK, fine. Don't say we didn't warn you. In your project's settings, you can enable estimation of bugs and chores. Once you have turned this option on, it can only be turned off again if ALL bugs and chores are un-estimated (even ones which are in the done state).
What do I do if my whole team goes on vacation and gets zero points done?
Use the Team Strength feature.
Iterations
How do I change the number of iterations included in the velocity calculation?
In Project Settings, you can change the Velocity Strategy to include the past 1, 2, 3, or 4 iterations.
How do I change the iteration length?
In Project Settings, you can change the iteration length to be 1, 2, or 3 weeks.
How do I change the start day for an iteration?
In Project Settings, you can change the iteration to start on any day of the week.
What is that little
icon in the iteration header?
That's the Team Strength icon. Use it to record when your team is either more or less strong than usual.
What is Team Strength?
Team Strength is an attribute that allows you to say the team was either more or less strong during a particular iteration. It is usually used for holidays or other periods when the bulk of the team is not working. Team Strength is represented as a percentage; that percentage is applied to velocity either in the future (for predictions) or the past (for calculating current velocity).
Team Strength is a dangerous feature since it allows you to fiddle around with the heart of the Agile planning process, namely the realistic measurement of progress. We recommend that you use this feature sparingly if at all. For example, if one or two people are sick for one or two days in a given iteration, then leave Team Strength at 100%. Yesterday's Weather says that, on average, you'll have about as much down time the following week. Rather, you should use it when the entire team is gone (say, on vacation, or at a company-wide offsite where they got no project work done).
It is also possible to set Team Strength to be greater than 100%, which works the way you think it might.
How do I set Team Strength?
Click on the little
icon in the iteration header. You'll see
a little dialog box come up with a field for entering a percentage. After you apply that percentage, it will
appear in the header instead of the icon.
Is it possible to change the length of a single iteration?
Yes, you can override how many weeks long a specific iteration will be, to deal with cancelled sprints, holidays, etc. Click on the start date in the iteration header, and enter the desired # of weeks in the popup window that appears. Iterations that have been adjusted will display with the start and end date in a different color (yellow). To revert the change, click on the iteration's date again and click the revert button.
How do I maintain project velocity when restarting a project that has been on hold, paused, or stalled for a number of iterations?
If several iterations pass where little or no work is done on a project, and then you resume work, you will want to use your velocity from the last iterations in which you actually performed work. You can do this by combining the features of iteration length override and team strength override:
- Locate the iteration where the project was first "paused", and zero- or low-velocity iterations began.
- Change the length of this iteration to include all of your paused, zero- or low-velocity iterations.
- Set the team strength for this custom-length iteration to zero or the correct reduced strength for the period of time.
Now, the custom-length iteration with overridden team strength will only be counted as a single iteration in your running velocity calculation, and the last iterations in which you actually performed work will be included in the calculation.
Import & Export
How can I export stories from my project?
From a project, use the Action menu, and choose Export CSV or Export Selected as CSV. This will download all stories to a comma delimited text file. The first row in the exported CSV file contains column headers. You can also export from the Project Overview page.
Can stories be imported from CSV?
Project owners can use the CSV file format to import stories (Action menu on the project page, or Import CSV link in Project Overview). Import can be used to update existing stories, or create new ones. If a row in the import file contains a value in the ID column, Tracker will attempt to update fields of the story with that ID (in the target project), otherwise it will create a new story. Importing this example will result in one new story, and an update to an existing one:
Id,Story,Labels,Story Type,Estimate,Current State,Created at,Accepted at,Deadline,Requested By,Owned By,Description,Note,Note 100, existing started story,"label one,label two",feature,1,started,"Nov 22, 2007",,,user1,user2,this will update story 100,, ,new story,label one,feature,-1,unscheduled,,,,user1,,this will create a new story in the icebox,note1,note2
The first row of the import file must contain column headers. The only column that is required is 'Story', all other columns are optional. Importing this example will create two new stories:
Story,Description first new story, this will be the description for one new story second new story, and this will describe a second new story
Note: Certains columns (in an exported CSV file) are ignored during import, including iteration number and start/end dates, as well as the story URL. Also, possible values for Current State are 'unscheduled' (meaning the story is in the icebox), 'unstarted' (in the backlog), 'started', 'finished', 'delivered', 'accepted', and 'rejected'. Possible values for Story Type include 'feature', 'release', 'bug', and 'chore'.
Note: When updating stories using the CSV import, to change story estimate value to 'Unestimated', set the 'Estimate' column value to '-1' in the CSV
Labels
What are labels for?
Labels are tags, associated with stories. Use them to organize your icebox, and keep track of related stories (for a example a large feature or a theme).
How do I add a label to a story?
In the expanded story view or when creating a new story, click the Label Actions pull-down and select the label to apply, or "New Label..." if you want to create and apply a new label. You can also apply labels to multiple stories at once, by selecting multiple stories, and using the Actions menu at the top of the project page.
How do I use labels to find stories?
You can see all labels in the project in the Labels & Searches panel. Clicking on a label will show all stories with that label. You can also click on labels next to story titles.
Can I remove a label from a story?
You can remove a label from a story by clicking the Label Actions pull-down menu and selecting the label underneath Remove. You can also select multiple stories, and remove labels using the Actions menu at the top of the project page.
How can I rename or delete a label from a project?
Open the Labels & Searches panel. Hovering over a label reveals two icons which allow you to rename or delete that label.
Can I have a label belong to more than one project?
No. Labels are unique to a particular project. Similarly, stories, releases, and user-roles are all project specific. If you have labels with the same name in two different projects, searching by that label will only return stories from the current project.
Pricing and Hosting Options
What are your plans for Tracker pricing?
Tracker is completely free, for all types of projects, without any restrictions. We may introduce paid features in the future, but in general, Tracker pricing will not be cost prohibitive, and will be in the same ballpark as other web-based productivity tools. Your data can always be exported, or accessed programmatically through our API.
How can you afford to offer such a service, completely free? What is your business model?
Pivotal Labs is a software development consultancy, we get paid to build software, from web applications for startups to large-scale enterprise systems. We built Tracker to support our own projects, and now share it with the agile community, but it is not a primary source of revenue for our company.
Privacy
Who can see my email address?
Anyone on a project can see the email address of anyone else on that project. This balances privacy and usability. For instance, when you're adding someone to a project by email address, the auto-complete field will suggest someone who's on another one of your projects, but it won't let you browse the entire universe of email addresses known to Tracker.
Can anyone see my project or know that it exists?
Only a select few superadmins can view arbitrary project data. All other users, Pivotal employees included, must be explicitly invited to a project even to know it exists (except public projects). Pivotal has no more than 5 superadmins and they only use that authority to investigate customer bug reports. Please see our Privacy Policy for more details.
Releases
How does a release work?
A release is a special type of story that represents a milestone in the backlog. Releases may be tied to production code pushes or they may simply represent a group of related features.
What does the releases panel do?
The releases panel shows all releases color-coded by their state. Dark blue indicates that the release is in progress or is completed. Red indicates that a release is currently falling after its deadline.
Stories can be added to a release by dragging them to the release panel. A story added to a release will be reprioritized so that it appears just below the last story in the release.
Releases cannot be reordered in the release panel. They appear in the backlog just below the final story in the release.
How can I set a fixed date for a release?
When you create a release marker, you have the option of tying it to a specific date. A line will appear in the iteration where that date falls. The release marker itself will continue to appear just below the last story included in the release. If a release marker is below the fixed date mark it will turn red, indicating the release is in danger of being completed after the fixed deadline. As long as the release marker is above the fixed date it will continue to appear in green.
Charts
What charts are available in Tracker?
The Release Burn-down chart shows progress through the Release chosen in the drop-down box. The graph shows the actual burn-down of points up to the current iteration along with the projected burn-down line assuming the current velocity is maintained. In addition, the necessary fixed burn-down rate is shown as a straight line starting with the beginning of the release and hitting zero points at the end of the release. If a release is behind schedule the target line will turn red. If a release is ahead of schedule the target line will be green.
The Current Iteration Burn-up chart shows progress through the current iteration. As stories are accepted their points are added to the line. The target line starts at zero at the beginning of the iteration and increases at a fixed rate to reach velocity at the end of the iteration. Falling below the line means the current iteration's velocity is currently lower than the running average velocity. Being above the line means the current iteration's velocity is currently higher than the running average velocity.
The velocity chart shows the team's actual velocity in past iterations along with the running average velocity and the mean velocity for the life of the project.
The Story Type Breakdown chart shows the distribution of story types and points by iteration. The values can be overlapping or stacked.
Reports
How do I access reports?
The Reports link in the top right corner will take you to the various reports available. You can also access project-specific reports from the Project Overview page.
What is the Progress Report?
The progress report shows selected information about the stories in your projects. Select the proper date range and the project of interest. By default, All Projects is selected. The list will show the title of every story that changed state in the date range, along with the history and/or current state of the story, as selected.
The first column of checkboxes allows you to filter stories by Current State. The second column filters stories by Story Type. The third column lets you select whether to show the History of each story (every state change and edit in its life), the Current State of the story (in parentheses after the story name), both, or neither. If neither checkbox is selected, only the story titles will be displayed.
What are the Points Breakdown Reports?
These charts help you visualize the progress of your project as stories move through the different stages of completion. Stories start out as "Unstarted", then move on to "Started", "Finished", "Delivered", and then "Accepted" (unless they get rejected). The different colored bars show the point totals of the stories that are in each state at the end of each day. As days pass, you would expect the number of unstarted to go down, and the number of accepted to go up. If any of the other groups are especially big, the chart may help you identify bottlenecks in your workflow.
This breakdown is available for both the current iteration and the previous one. You can also use it to visualize the development of your entire project for the last 15, 30, or 60 days. Stories in the icebox, and stories that were already done at the beginning of the period, are excluded from the totals.
File Attachments
Can I add file attachments to stories?
Attachments can be added to stories in projects that are configured to allow attachments. Open a story, use the Browse button to select the file you'd like to attach, and click Upload. Files are stored securely using the Amazon Simple Storage Service (S3). You can upload any number of files, but the size of each file must be 10 megabytes or less.
Where are the files actually stored?
The attachments are stored on the Amazon Simple Storage Service (S3) service. The Pivotal Privacy Policy still applies.
API
Integration
How can I integrate Tracker with other applications?
Tracker allows you to prioritize and collaborate on stories that were imported from, and linked to resources in other applications, for example bug tracking tools, customer support ticket systems, etc. See the Integrations help page for details.
Misc
How do I refresh my view?
You don't need to explicitly refresh anything. Tracker automatically updates itself with changes made by other users. The browser client polls every few seconds for changes and updates the view immediately.
Are there keyboard shortcuts?
Yes, for some of the more common actions, including showing/hiding panels, adding stories, and searching. On the project page, type '?' to see help on keyboard shortcuts.
Can I receive email notifications from Tracker?
Tracker will send email notifications for a number of events. The requester of a story is notified by email when that story is delivered, meaning it is ready to be accepted or rejected. The owner of a story is emailed when it is rejected, meaning there is work yet to be done. The owner, requester and all members who have posted comments are emailed when a new comment is posted to a story. Finally, there is a notification when a story is created. Dashboard --> My Profile allows you to specify which notifications you'd like to receive.
How do I help ensure that Tracker email notifications are delivered to my inbox?
Tracker sends all emails from 'Pivotal Tracker' <tracker-noreply@pivotallabs.com>. Add this address as an allowed contact, or indicate that this sender is not spam.
Can I subscribe to Tracker activity using my RSS/blog reader?
Yes, you can subscribe to the activity in a particular project, or your combined activity feed using any blog reader that supports Atom (for example Google Reader). To subscribe to a project, click your broswer's 'subscribe to this page' button. It's usually in the address bar. To subscribe to the combined activity feed, click the subscribe link on the dashboard, above the activity feed. The combined feed only includes projects that have the RSS/Atom option enabled.
Can I follow my projects on Twitter?
Set up a Twitter account for your project, and configure Tracker to send tweets to that Twitter account in project settings. Remember, tweets are public (and searchable), so if your project is confidential, enable the 'Protect My Updates' option in your project's Twitter account settings.
We use Campfire for team chat. Can we see what's going on in our Tracker project there as well?
Yes, you can enable Campfire integration with your project, and see project activity in your Campfire room. See the Integrations help page for details.
How does Tracker work with time zones?
Tracker defaults your time zone based on your browser or operating system setting, but this can be changed on the My Profile page. All dates and times that you see in Tracker will be adjusted based on your time zone. Projects have time zones as well - this defaults to the time zone of the user who created it, but can be changed as well, in project settings. The project's time zone controls when iteration boundaries occur. If a project's iterations start on Mondays, and its time zone is PST, new iterations will start on Mondays at midnight PST. Everyone in the world will see the new iteration at that same time, even though they may be in different time zones. Someone in New York, for example, won't see the new (current) iteration until 3am their time.





