User Guide

This guide will walk you through step-by-step on how to use
                         Agilebuddy.

            ...
Logging in to Agilebuddy.com

Every company receives its own url for logging into Agilebuddy. Enter your url
into any of t...
Logging in

When the login screen appears, enter your username and password.

Note: When you registered through www.agileb...
Home page
Once logged in, you will be presented with your home page, the default
landing page. The first time you login, y...
Creating your first product

Click on “Create new
product” and complete              Enter
the

the information on the    ...
Creating your first user story

Click on the Agilebuddy product tab to begin filling the product backlog




Click “Create...
Creating a new user story

All that is required to define a user story is the description field. All other
fields are opti...
Creating a new user story
Finish adding as many user stories as you want. If you’re adding more than one
user story at a t...
Product page (showing product backlog)

Once you have added some user stories to the product backlog, your product backlog...
Sprint page (showing sprint backlog)
The Sprint page, contains all of the information required to manage the sprint.
Navig...
Sprint page – Information radiators
From the Sprint page you are able to view various aspects of the Sprint. A
summary of ...
Sprint page – Information radiators
From the Sprint page you are able to view various aspects of the Sprint. A
summary of ...
Sprint page – Information radiators

The team panel shows all team members assigned to the sprint. The team panel
also sho...
Sprint page (showing sprint backlog)
The Sprint page, contains all of the information required to manage the sprint.
Navig...
Sprint page (showing sprint bugs list)

  Navigate to the sprint bugs list by clicking on the Bugs tab.




              ...
Sprint page (showing sprint blockers)

Navigate to the sprint blockers page by clicking on the Blockers tab.




         ...
Sprint page (showing sprint shared attachments)

Navigate to the shared attachments by clicking on the Attachments tab.


...
Sprint page (showing sprint features)

Navigate to the blockers page by clicking on the Features tab.




                ...
Sprint page (showing sprint activity)
Navigate to the sprint activity page by clicking on the Activity tab.




          ...
Sprint page (showing sprint team members)

Navigate to the Team page by clicking on the Team tab.




                    ...
Sprint page (showing sprint estimating tab)

Navigate to the estimate page by clicking on the Estimate tab. The Sprint est...
Sprint page (showing sprint planning tab)

Navigate to the Sprint planning page by clicking on the Plan tab.




         ...
Home page (showing user stories tab)
The home page is your personal page. The home page shows all items
(user stories, tas...
Home page – Information radiators
The home page also displays the company product calendar and status
feed.




    Users ...
Home page (showing products tab)
The home page also displays the company products table that you have
permissions to see.
...
Interacting with the site

You can create Features, User stories, Tasks, Bugs, Blocker via the Create menu. You can
also d...
Interacting with the site

Creating a new product…




                                   Note: On creation of a new Produ...
Interacting with the site

Creating a new release…




                                   Note: The status selected shows ...
Interacting with the site

Creating a new sprint…




Note: You can define Sprint goals in the
goals section which will be...
Product Page




The Product page displays the Product calendar along with all product
milestones, the product backlog, pr...
Release Page
The release page displays the release calendar and release burn-up chart along with
the release backlog, bugs...
Iteration (or sprint) page

The sprint page displays the sprint calendar and sprint burn-down chart along with
the sprint ...
User story details page

Click on the “Go to this user story details page” to show the details page. This page shows all t...
User management

Adding Team members
                                     1.
Click
on

                                   ...
User management

Clicking create user opens the Create New User dialog box




                                Enter appro...
Task management

Adding tasks…

There are two ways to create tasks in Agilebuddy. Direct via the Create
menu, or using the...
Task management                                                Click
“Add

                                               ...
Task management

Updating the daily estimates…

In Sprint Backlog or from the home page, click on edit link in the “Hours ...
Task management

Updating the daily estimates…

You can click on the edit a task icon.




                               ...
Task management

Start, stop and update tasks using the Actions provided


You can access the start and stop actions from ...
Task management

Assigning tasks…


You can assign tasks from the task level action




                                  ...
Collaboration




                                            Clicking on the Add
                                        ...
Status feed




               Casually inform team members of what you’re
               doing and keep everyone in sync....
Product Backlog Actions


                       Delete
User

                          Story
                            ...
Story point estimating


Agilebuddy provides single click story point estimating!

Agilebuddy supports estimating in story...
Story point estimation

                                                              Click
on
Estimate
when
you
are

    ...
Planning
Plan releases or sprints. Agilebuddy supports both release and sprint planning.
To get to planning click on the P...
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Agilebuddy User Guide

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Transcript of "Agilebuddy User Guide"

  1. 1. User Guide This guide will walk you through step-by-step on how to use Agilebuddy. For more help please visit http://www.agilebuddy.com/tour or email support@agilebuddy.com
  2. 2. Logging in to Agilebuddy.com Every company receives its own url for logging into Agilebuddy. Enter your url into any of the supported browsers (Firefox and Safari recommended) and click enter. In the example below, the url is “yourcompanyname”.agilebuddy.com. Enter your company’s url and click enter. Enter
your
 company
url
 here
 http://www.agilebuddy.com
  3. 3. Logging in When the login screen appears, enter your username and password. Note: When you registered through www.agilebuddy.com, you should have received a verification email. You must verify your account first by clicking on the link in the email. http://www.agilebuddy.com
  4. 4. Home page Once logged in, you will be presented with your home page, the default landing page. The first time you login, you will be met with a welcome screen, directing you to create a new product. Agilebuddy tracks projects by product, release and sprint. Agilebuddy provides you with “blankslate” help to guide first time users through every step of the process. Note: The first person to signup will be the default administrator of the site and can setup new users via the administration menu (top right) http://www.agilebuddy.com
  5. 5. Creating your first product Click on “Create new product” and complete Enter
the
 the information on the Product
name
 “Create A New Product” dialog box. Agilebuddy automatically creates your first release (Version 1) and iteration (Sprint 1) for you. You can edit the default names selected later. Product
 Release
 Sprint
 http://www.agilebuddy.com
  6. 6. Creating your first user story Click on the Agilebuddy product tab to begin filling the product backlog Click “Create a new user story” to add your first user story to the product backlog or click on the “+” sign on the Create tab and select “User Story” http://www.agilebuddy.com
  7. 7. Creating a new user story All that is required to define a user story is the description field. All other fields are optional. Enter the size in Story Points or Ideal Hours. User story source e.g. Customer, Internal etc. User definable fields. Click new to add new type To further define the user story enter Feature name, Priority, Business value, Risk, or Business objective. The user story can also be assigned to a team member responsible for the task breakdown. http://www.agilebuddy.com
  8. 8. Creating a new user story Finish adding as many user stories as you want. If you’re adding more than one user story at a time, clicking save will create the user story and allow you to enter in a second user story without having to click on “Create User Story” again. Once you have added user stories to your product backlog you can begin using Agilebuddy to its full extent. The following slide shows a example of a fully populated product backlog. http://www.agilebuddy.com
  9. 9. Product page (showing product backlog) Once you have added some user stories to the product backlog, your product backlog should look something like the product backlog below . The product backlog can be grouped and sorted. You can also search for user stories. Each user story is identified with a unique id#. Product Backlog Search Sort
on
 column
 headings http://www.agilebuddy.com
  10. 10. Sprint page (showing sprint backlog) The Sprint page, contains all of the information required to manage the sprint. Navigate to the Sprint page by clicking on the Sprint tab. Sprint
Tab Sprint
 backlog Burndown
 chart Team
chart The Sprint page displays: •  Calendar •  Backlog •  Feature list •  Goals •  Bugs list •  Activity log •  Burndown chart •  Blocker board •  Team chart, •  Team chart •  Shared attachments •  Estimating and planning pages http://www.agilebuddy.com
  11. 11. Sprint page – Information radiators From the Sprint page you are able to view various aspects of the Sprint. A summary of the sprint, the sprint burndown, a team widget that shows total hours allocated for this sprint, the milestones calendar and your sprint goals. Goal View: Summary View: View the Sprint’s: Goals, View the Sprint’s: Burndown and Team Summary, Burndown and Widget Milestone View: Team Widget View the Sprint’s: Milestone Calendar, Burndown and Team Widget http://www.agilebuddy.com
  12. 12. Sprint page – Information radiators From the Sprint page you are able to view various aspects of the Sprint. A summary of the sprint, the sprint burndown, a team widget that shows total hours allocated for this sprint, the milestones calendar and your sprint goals. http://www.agilebuddy.com
  13. 13. Sprint page – Information radiators The team panel shows all team members assigned to the sprint. The team panel also shows total hours remaining to the team member across all projects as well as total hours remaining for this sprint. http://www.agilebuddy.com
  14. 14. Sprint page (showing sprint backlog) The Sprint page, contains all of the information required to manage the sprint. Navigate to the Sprint page by clicking on the Sprint tab. User
story Task Has
 Has
 comment attachment • View details • Delete • Add attachments • Edit • Start/Stop (tasks) • Add comment • Add tasks http://www.agilebuddy.com
  15. 15. Sprint page (showing sprint bugs list) Navigate to the sprint bugs list by clicking on the Bugs tab. Sprint
Tab Sprint
bugs http://www.agilebuddy.com
  16. 16. Sprint page (showing sprint blockers) Navigate to the sprint blockers page by clicking on the Blockers tab. Blockers
 tab
 A fully populated Product backlog
  17. 17. Sprint page (showing sprint shared attachments) Navigate to the shared attachments by clicking on the Attachments tab. Shared
 Blockers
 attachments
 tab
 You can upload and store any documents or file types at all levels. In this example two documents have been uploaded to the Sprint page. You can download the documents or add comments to them. All file types are supported up to 50MB per document. A fully populated Product backlog
  18. 18. Sprint page (showing sprint features) Navigate to the blockers page by clicking on the Features tab. Features
 tab
 You can add features by clicking on the Create menu “+” sign and then select “Feature” from the drop down menu. You can also add feature “on the fly” on the create user story dialog. A fully populated Product backlog
  19. 19. Sprint page (showing sprint activity) Navigate to the sprint activity page by clicking on the Activity tab. Activity
 tab
 The Sprint activity will show only and all activity for just the selected sprint. You can link directly to a user home page by clicking on the team members name. You can go directly to the item details page by clicking on the item. A fully populated Product backlog
  20. 20. Sprint page (showing sprint team members) Navigate to the Team page by clicking on the Team tab. Team
tab
 Add
team
 members
 You can add team members to the Sprint team by clicking on the Add “+” action. You can view which task have are in progress for each member and how many hours and points are assigned to each member. A fully populated Product backlog
  21. 21. Sprint page (showing sprint estimating tab) Navigate to the estimate page by clicking on the Estimate tab. The Sprint estimate page lets you easily check previously estimated stories and very quickly estimate Sprint user stories via single click of the mouse. Estimate
 tab
 Once estimated, user stories are grouped by their story point size. A fully populated Product backlog
  22. 22. Sprint page (showing sprint planning tab) Navigate to the Sprint planning page by clicking on the Plan tab. Plan
tab
 Schedule
 out
 You can schedule user stories in and out of the Sprint with a single click of the mouse. Schedule
 in
 A fully populated Product backlog
  23. 23. Home page (showing user stories tab) The home page is your personal page. The home page shows all items (user stories, tasks, blockers and bugs) assigned to you across all projects. Note: Team members can view each others home page by clicking the name, on the home page dropdown. Your
user
 Your
 Your
 Your
 Your
 stories
 Bugs
 Blockers
 activity
 products
 http://www.agilebuddy.com
  24. 24. Home page – Information radiators The home page also displays the company product calendar and status feed. Users can update their status just like “Facebook” http://www.agilebuddy.com
  25. 25. Home page (showing products tab) The home page also displays the company products table that you have permissions to see. Products
 tab
 The products table display’s hi-level summary information of each active project, including start and stop dates, current iteration, total hours left. http://www.agilebuddy.com
  26. 26. Interacting with the site You can create Features, User stories, Tasks, Bugs, Blocker via the Create menu. You can also define new Products, Releases or Sprints. After you create an item a status dialog pops up confirming status. Links are provided to direct you to the items details page. http://www.agilebuddy.com
  27. 27. Interacting with the site Creating a new product… Note: On creation of a new Product, you are given the option to assign which team members have access to the product. http://www.agilebuddy.com
  28. 28. Interacting with the site Creating a new release… Note: The status selected shows up in the Products table http://www.agilebuddy.com
  29. 29. Interacting with the site Creating a new sprint… Note: You can define Sprint goals in the goals section which will be prominently displayed on the Sprint page. http://www.agilebuddy.com
  30. 30. Product Page The Product page displays the Product calendar along with all product milestones, the product backlog, product bugs, product documents, a list of product features, the activity log for all product interactions, product bugs and blockers, team members, estimating and planning. http://www.agilebuddy.com
  31. 31. Release Page The release page displays the release calendar and release burn-up chart along with the release backlog, bugs and blockers, release documents, features and activity and estimate and planning pages. http://www.agilebuddy.com
  32. 32. Iteration (or sprint) page The sprint page displays the sprint calendar and sprint burn-down chart along with the sprint backlog, bugs and blockers, sprint documents, features and activity and estimate and planning pages. http://www.agilebuddy.com
  33. 33. User story details page Click on the “Go to this user story details page” to show the details page. This page shows all the activity for this story, any documents attached, plus all the comments and summary information. http://www.agilebuddy.com
  34. 34. User management Adding Team members 1.
Click
on
 Administration Click on Administration to open the Administration Console. 2:
Click
“Create
User”
to
add
new
 users
to
your
Organization
 http://www.agilebuddy.com
  35. 35. User management Clicking create user opens the Create New User dialog box Enter appropriate user information. Assign roles and permissions for project access. http://www.agilebuddy.com
  36. 36. Task management Adding tasks… There are two ways to create tasks in Agilebuddy. Direct via the Create menu, or using the Create task action in the Sprint Backlog 1. Via Create menu Choose
a
Story
for
 which
this
task
is
 for Enter
hours
required
 to
complete
the
task
 http://www.agilebuddy.com
  37. 37. Task management Click
“Add
 tasks
to
this
 user
story” Adding tasks… 2. Via the Actions on the Sprint backlog Note: You can only add tasks to the Sprint Backlog. The task entry dialog lets you enter original estimate in hours for the task. http://www.agilebuddy.com
  38. 38. Task management Updating the daily estimates… In Sprint Backlog or from the home page, click on edit link in the “Hours Left” column to update your daily estimates. http://www.agilebuddy.com
  39. 39. Task management Updating the daily estimates… You can click on the edit a task icon. http://www.agilebuddy.com
  40. 40. Task management Start, stop and update tasks using the Actions provided You can access the start and stop actions from the Sprint page or the home page. Starting a task automatically updates the task status to “In progress”. Clicking on stop lets you pause a task or complete it and record the actual time spent on the task http://www.agilebuddy.com
  41. 41. Task management Assigning tasks… You can assign tasks from the task level action Or you can assing tasks directly via the task creation dialog http://www.agilebuddy.com
  42. 42. Collaboration Clicking on the Add comment icon lets you add comment to an item. Hovering your mouse over the “(1 comment)” tag, displays all comments associate with this item. http://www.agilebuddy.com
  43. 43. Status feed Casually inform team members of what you’re doing and keep everyone in sync. All postings appear in the status feed on the home page. http://www.agilebuddy.com
  44. 44. Product Backlog Actions Delete
User
 Story Open
(or
 Go
to
user
 close)
User
 story Story Add
 attachments Edit
User
 Add
 Story comments Users can perform multiple actions on each item in the backlog. E.g. Show details, Edit, Delete, Add attachments, Add comments or Complete/Close User Stories http://www.agilebuddy.com
  45. 45. Story point estimating Agilebuddy provides single click story point estimating! Agilebuddy supports estimating in story points or ideal hours or days. It is important to note that you are consistent, so once you start with story points, stay with story points. In this version, Agilebuddy only supports one estimating scale – modified fibonaci (in accordance with most Agile coaches). i.e. 1, 2, 3, 5, 8, 13, 20, 40, 100 Agilebuddy provides a unique interface for relative estimating – which is the Agile way of estimating. The interface therefore provides a means for easily comparing stories to be estimated with stories that have already been estimated. According to researchers, relative estimating is attributed to far more accurate estimates. http://www.agilebuddy.com
  46. 46. Story point estimation Click
on
Estimate
when
you
are
 in
the
product,
release
or
 iteration
page
to
estimate.
 Cycle
through
 previously
 estimated
stories Story
point
 “buckets” Assign
story
 points
or
ideal
 hours
to
stories http://www.agilebuddy.com
  47. 47. Planning Plan releases or sprints. Agilebuddy supports both release and sprint planning. To get to planning click on the Plan tab. Click
on
the
 planning
tab Plan
user
 stories
OR
 bugs Make sure you have the right sprint or release selected. Check to see that your size left < average sprint velocity Schedule stories in or out of a release or sprint http://www.agilebuddy.com

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