Working in Scrum

Introduction

Do your sprint planning in the backlog, easily move Tasks from the backlog to sprints, and update sprint progress in Scrum Boards.

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Setting Up

  1. To enable Scrum:
    • Existing Workspace
      In an existing Workspace, open Workspace settings, and open the Scrum tab. Enable Scrum and define the sprint start day and default duration. See also Rescheduling Sprints.
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    • New Workspace
      For a new Workspace, enter a name for the Workspace, and a description (optional).
      Expand the Advanced section and select one of the Scrum options. Then click Create Workspace.

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  2. You can now open the Backlog Board and add Tasks, or continue building out your plan by adding Scrum Boards for each of your sprints.
    To add new sprints, open the Scrum Boards tab and click New Sprint. Enter the name of the sprint and its start date. For subsequent sprints, the dates will be prepopulated based on the Scrum settings.
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    You can now customize your Scrum Boards with Stages.
  3. During your sprint planning, you can move Tasks from your backlog to the relevant sprint.
    To move a Task, you can update its Board in any of the grid/board views, or simply drag and drop Tasks from the Workspace's backlog to the relevant Scrum Boards (sprints). In the Scrum Boards tab, toggle Show Tasks to view Tasks in the backlog board, and then drag them to sprints.

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Note about deleting a Backlog Board

To delete the Backlog Board, the Backlog Board:

Sprint Indications and Status

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In the Scrum Workspace, you can see how many completed and scheduled sprints you have.

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Charts

In the Workspace view, open the Scrum Boards tab. Click Sprint Details on the relevant board to see charts.

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In the Scrum Board view, open the Sprint Details from the 3-dot settings menu.

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Status Chart

The Status chart shows the number of tasks and estimated/remaining effort by task status.

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Burndown Chart

The Burndown chart shows your team's progress in a sprint, and how much work is left.  The number of To Do Tasks is shown by default, and you can add Doing and Blocked Tasks as well if selected. 

Display by lets you view by estimated or remaining effort instead of by number of Tasks.

Use the Burnup option to show the number of completed Tasks for every day of the sprint.

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Velocity Chart

Use the Velocity chart to see how many Tasks were completed in every sprint.  By comparing planned vs completed work, you can see whether the team is over- or under-delivering and therefore improve planning for future sprints. 

Display by lets you view velocity by estimated or remaining effort instead of by number of Tasks.

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Trends Chart

Use the Trends chart to track the team's progress in the sprint compared to previous sprints. Select which Task statuses to view on the chart. 

Display by lets you view by estimated or remaining effort instead of by number of Tasks.

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Scrum Settings

In the Workspace settings, open the Scrum tab to define the following scrum-related settings:

  • Enable Scrum - You can disable Scrum if you're only using Kanban Boards, and re-enable when needed. To disable Scrum, you must first delete any Backlog or Sprint Boards (make sure they are not set as the default Board in Workspace settings), and they should not include any Tasks.
  • Sprint Start Day
  • Sprint Duration (in weeks)
  • Show Completed Sprints - Define how many sprints (previous Scrum Boards) to display in the Workspace.

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Rescheduling Sprints

You can reschedule an individual sprint, or a series of sprints.

  1. Open the Scrum Boards menu or the menu of a selected Sprint, and select Sprints Schedule
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  2. To update the current sprint, select Current Sprint and then the relevant sprint from the drop-down menu. Select the Start and Due dates, and click Apply.
    To update the series, select Series, and then the sprint from which you want to reschedule the series from the drop-down menu. Select the Start Date and Duration for remaining sprints, and click Apply to # Sprints.
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