11 December, 2008 / Product Owner Usage Pattern: Categorize Requirements with Tags

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As a Product Owner you deal with many functional requirements. You need a way to keep them categorized and find requirements for specific category quickly. In TargetProcess you may store requirements as Requests, Features and User Stories.

The best way to categorize information in a free form is Tags. TargetProcess provides full support of tags categorization. As a Product Owner you have the following tasks:

  1. Specify tags when adding requirements.
  2. Categorize entities that were added without tags.
  3. Quickly find all entities with specified tags.

Let's see how you may do these actions with TargetProcess.

Specify tags when adding requirements

When you add request, user story or feature you may quickly add tag it. Click Tags link and see a nice tags cloud.

tags cloud

Categorize entities that were added without tags

If you already have many user stories, feature and requests added, you may use Tags Board to categorize them. Tags Board shows all entities that do not belong to selected bundle in the left backlog. Right area contains all tags from the bundle. You may use simple drag and drop to take user story and add it to the tag. Fast and easy!

Tags Board - tags categorization

Quickly find all entities with specified tags

You may search by tags using special search pattern. Just type tag:tagName into the search field and TargetProcess will show all entities with specified tag.

Filter by tag

Also you may filter by tags in lists.

search by tag

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18 January, 2007 / Test Cases Library, Tags and Folksonomy

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We are finalizing TP 2.2 implementation and one feature is Test Cases Library. Test Cases library contains general test cases that can be reused in different projects. For example, login functionality is almost the same in all projects as well as login testing. So you may create several test cases for "login user" feature and save them in test case library. Then you may select test cases and copy them into another project. Quite useful stuff.

However, one problem is test cases categorization. You may have 1000+ test cases in library and it is not so simple to find required test cases to copy. There are several options:

  1. Add Category property for test case and allow users to add/delete categories. Likely there will be QA lead who manage categories. So people will often ask him "please, add category XYZ".
  2. Allow users to describe test cases in free form using tags (so-called folksonomy).
We've decided that solution 2 is more natural and flexible option.

The only problem with tags is that there will be lot of them. So you have to a) highlight tags with high rank and b) provide a way to filter tags. Tags highlighting with font size is a common and good way to show the most frequent tags, while filtering is less common feature. We've implemented tags filter this way. For example, user types "a" and sees only tags that starts on "a", user types "ag" and sees tags starts on "ag" and so on. It is just a lookup filter.

If tags concept will be proven for test cases library we are going to spread it on user stories, bugs and all important content in TargetProcess.

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