A plan mode is a cohesive unit representing the
view mode, group mode, sort, filter, bars, custom columns, and color
support. You can use plan modes to group work items. For example,
you can group work items to view in tree style, group by Owner, sort
by Priority, filter out Resolved items, add Status column, and color
high priority work items.
Before you begin
Before creating a plan mode, you must have a plan.
About this task
To create a plan mode:
- Open a plan and click the Planned Items tab.
- In the Planned Items sidebar, click Copy. If the sidebar is not visible, in the plan editor toolbar click
.
- Type a name for the plan mode and select the required elements
in the Content, View Layout,
and Colorize tabs.
- Click Save.
Note: After
creating a plan mode for a plan, the new plan mode is bound to that
plan instance. To make plan modes available for all plans created
for specific plan type, see Associating plan mode with a plan type.