Product Guide

Stories

Understand how to create, manage, and track work items using Stories in complexus.

Your Core Work Items

Overview of Stories in complexus

Stories are the building blocks of your projects in complexus. They represent individual tasks, issues, bugs, or any piece of work that needs to be tracked and completed. Think of them as the actionable items that move your projects forward, helping you and your team stay organized and focused.

With Stories, you can:

  • Clearly define work: Break down larger objectives into manageable tasks with rich text descriptions.
  • Track progress: Monitor the status of each work item as it moves through your workflow.
  • Assign ownership: Ensure every task has a responsible team member (Assignee) and know who reported it (Reporter).
  • Set priorities and timelines: Manage urgency with Priority levels (No Priority, Low, Medium, High, Urgent) and keep track of Start and Due Dates.
  • Organize and categorize: Use Labels for flexible tagging and categorization.
  • Collaborate effectively: Discuss details, ask questions, and share updates via Comments in the Activity Feed.
  • Link related items: Connect Stories to Objectives, Sprints, external Links, and break them down further with Sub-Stories.
  • Include all necessary context: Add Attachments directly to a story.

Creating a Story

Getting a new task into complexus is straightforward. complexus offers multiple ways to create a Story, ensuring you can capture work whenever and however it arises:

  • Global Shortcut: Press Shift + N from anywhere in the application to quickly open the new story dialog.
  • Header Button: Click the prominent New story button, usually found in the main header of the application.
  • Sidebar Button: Use the Create story button located in the main navigation sidebar.
  • Command Menu: Open the command menu with Cmd + K (or Ctrl + K on Windows/Linux), then type "new story", "create story", or simply "story" and select the create action.
  • From the "My Work" view: Quickly add tasks to your personal backlog.
  • Within a Project or specific views: Add stories directly to a specific project or context, ensuring they are automatically associated.

Screenshot of the New Story dialog

When the New story dialog opens (often titled with your current team prefix, e.g., ENG):

Enter title: Provide a clear and concise summary for the story.

Story description: Add more details, context, or acceptance criteria.

Optionally, set initial properties like Status, Priority, Start date, Deadline, Assignee, Objective

If you need to create multiple stories consecutively, enable the "Create more" toggle.

Click the Create story button.

Viewing and Managing Story Details

Clicking on any story in a list or board view will open its detailed view. This view typically comprises a main content area on the left and a Properties Panel on the right.

Screenshot of the full Story Detail View

Main Details Area

This area usually displays the following sections:

SectionDescription
Title & DescriptionDirectly modify the core information of the story. Editable rich text fields.
Sub-StoriesView, add (Add Sub Issue - label may vary), or manage nested tasks that break down the main story.
LinksAdd, view, and manage relevant URLs or connections to other resources.
AttachmentsUpload (drag 'n' drop or click to select), view, and manage files associated with the story.
Activity feedShows a chronological log of all changes and discussions. Contains a Comments Tab and an Updates Tab.

Properties Panel

This panel on the right allows you to view and modify key properties of the story:

PropertyDescriptionShortcut
ReporterShows who originally created the story.
StatusChange the story's current stage in the workflow (e.g., "Backlog").S
PriorityAdjust the story's urgency (e.g., "No Priority", "Low", "Medium", "High", "Urgent").P
AssigneeReassign the story to another team member.A
Start dateSet or update the story's start date.B
DeadlineSet or update the story's due date.D
ObjectiveLink or change the associated objective.O
SprintAssign the story to a different sprint.N
LabelsAdd or remove labels for categorization.L
  • At the bottom of this panel, you can often find actions like + Add link.
  • Other actions like Duplicate, Delete, etc., might also be found here or under a general options menu for the story.

Quick Edits from List and Kanban Views

Beyond the detailed story view, complexus allows you to make quick changes to certain story properties directly from your List and Kanban views. This is useful for rapidly updating items without needing to open each one individually.

Commonly editable properties from these views include:

  • Status: Often changed by dragging a story to a different column in Kanban view, or via a dropdown in List view.
  • Priority: Typically editable via a clickable icon or dropdown in both views.
  • Assignee: Quickly reassign stories from the list or board.
  • Sprint & Objective: May also be editable directly from these views, depending on the view configuration.

Screenshot of List or Kanban quick edit

Keyboard Shortcuts

complexus aims to make you more efficient. Look out for keyboard shortcuts for common actions on stories.

ShortcutAction
Shift + NCreate new story (Global)
SChange Status
PSet Priority
AAssign User
LAdd/Manage Labels
DSet Due Date
BSet Start Date
OLink Objective
NAssign to Sprint