Create a Step
Add a piece of work to a running Quest.
Steps can be created while the Quest is running and its Game Board is active. Any Hero can create Steps; if you create one on a Quest you are not part of yet, you are added to its Hero team.
Click Create Step
On the Step Workspace toolbar, or the add entry in a lane.
Select the step type
Pick one active type, such as Development or Design. Its workflow decides the column the Step starts in.
Fill in the details
See the fields below.
Click Create Step
Step details
| Field | Required | Notes |
|---|---|---|
| Summary | Yes | A short title, up to 500 characters. |
| Description | Rich text, no length limit. What needs to be done. Paste or drop images and videos straight into it, or use Add an image, video or file. | |
| Acceptance Criteria | Rich text, no length limit. What must be true for the Step to be done. | |
| Tags | Comma-separated, up to 20. | |
| Attachments | Up to 10 files, 100 MB each, including videos (.mp4, .mov, .webm). Files placed in the description are listed here too and count toward the 10. |
Step configuration
| Field | Required | Notes |
|---|---|---|
| Step Complexity | Yes | Simple, Moderate (default), Complex. Affects XP. |
| Effort | Yes | Small, Medium (default), Large. Affects XP. |
| Assignment | Yes | See below. |
| Due Date | Yes | Cannot be in the past. |
| Priority | Inherited from the Quest; not editable. |
Assignment
Assign to myself
You own the Step immediately.
Assign to a Hero
Choose one Hero from this Quest’s team.
Open for claiming
Any eligible Hero can claim it from the board.
The default step types
| Type | For | Workflow |
|---|---|---|
| Development | Building the change a Step asks for. | To Do → In Development → Code Review → Done |
| Design | Research, wireframes, visual and interaction design. | To Do → In Design → Done |
| Testing | Test design, execution and regression. | To Do → In Testing → Done |
| PM | Planning, requirements and coordination. | To Do → In Progress → Done |
Your organisation may have its own types; see Step types. Picked the wrong one? It can be changed later from the Step details; see Change the step type.
Logging a bug? Use Raise a Trap instead, so it is counted as a bug and linked to its cause. See Traps.