Team Process Customization with Azure Boards
Tags: teamprocess, azureboards, agileplanning, agile
Published: 2024-01-02 17:08:25

As part of my various blogs on [Agile Planning and Portfolio management](https://dev.to/yemmyoye/azure-boards-an-effective-tool-for-agile-planning-and-portfolio-management-gc1), I would like to delve into customizing Team process with Azure Boards here.
In Azure DevOps, there are two types of processes. One is read only while the other is inherited processes. The **Read only processes** are core system processes which can not be customized. They are Scrum, Agile and CMMI. **Inherited processes** are created based on core system processes but they can be customized. Several team projects can reference a single customized process such that any updates or changes made to such process will also be updated on all the team projects that referenced the process. Both new and existing projects can reference a newly created inherited process.

The following steps will demonstrate how to create an inherited process from Scrum (a core system process) and customize it.

(1)Log in to Azure DevOps and click on the Azure DevOps logo. This will lead to the account root page.
Click on **Organization settings**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/0mouak55yvaskz6hx4qk.png)


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/a5r2tihqi5ltnl2c38wc.png)

(2)On the **Organization settings**  menu, under Boards, click on **Process**.
On **All processes** pane, by the right side of Scrum, click on the ellipsis, and from the ellipsis dropdown menu, select **Create inherited process**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/x6axwd7guljoa5tul3xm.png)

Under the Process name (required) textbox, type **Customized Scrum** and click on **Create process**


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/6dwd88p90itmece67xv7.png)

(3)On the **All processes** pane, click on **Customized Scrum** entry

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/tjozkba8uqjd29jlbg3p.png)

Select **Product Backlog Item**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/3fq5avx7zyjw6sa62ndp.png)

Next, on the **Product Backlog Item** pane, select **New Field**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/o6xmmb6l4chj2v32vwdb.png)

A panel for **Add a field to Product Backlog Item** will come up. Under **Definition**, in the **Name** textbox for **Create a field**, type **EShop Ticket ID**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/z87pvq8u1xzo74ox3h2q.png)

Click **Layout** on the **Add a field to Product Backlog Item** panel, in the **Label** textbox, type **Ticket ID**,
on the Group textbox, type **EShopOnWeb**, 
then click **Add field**


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/1zs434qbnmn0vkq9diyn.png)

(4)Return back to the **All processes** pane, and select **Scrum**

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/2newz717a89b01ft5p6p.png)
The current project, **EShopOnWeb**, is using **Scrum** but now we want to change the project process to **Customized Scrum**.
On the **Scrum** pane, select the **Projects** tab and on the row having **EShopOnWeb**, click on the ellipsis and select **Change process** from the dropdown 


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/qjvdxrjxxn2bsyizp0zn.png)

In the **Select a target process** dropdown menu on the **Change the project process** pane, select **Customized Scrum** and click on **Save** as shown in the image below

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/x0v3ygh7y9rbuiactmku.png)
.
Then click **Close** when the change is complete

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/pce2fgdhxixvu1sw4au1.png)

(5)Return back to the account root page by clicking on the Azure DevOps logo and select the **EShopOnWeb** project


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/3vl6emr8q4yd3e3aiocs.png)


On the page that come up, on the left side vertical pane, under **Boards** select **Work items** and click on the first backlog item


![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/e2an9ga6w0ytwrcjbnn9.png)

There it is! The Ticket ID that we defined earlier

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/jpjvfbos1lf3wr4nwezi.png)

Hope this is helpful and easy to understand. Please give your feedbacks in the comment section below.