Clarizen for Agile & SCRUM
Why do anything?      This is how it used to be…                This is how it should be… •   Manually updated            ...
Why now?Powerful and CustomizableLeverages Clarizen’s full set of project management capabilities to fit Agile processesan...
Why Clarizen?                              RBL           Team Board                      Capacity                         ...
Clarizen Team Board• Assign the relevant resource(s) to each task
Clarizen Team Board• To open the Team Board, right click on the relevant work item and select “Team Board” from  the menu
Clarizen Team Board• User Stories are shown to the left (indicated with red arrow), while task “post-its” are shown  in th...
Clarizen Team Board• Each tasks Resource is displayed on the individual “post-its”, along with the resource image• All res...
Clarizen Team Board• The importance of each task can be seen on the individual “post-its” as well as on the User  Story le...
Clarizen Team Board• Hovering over the “Status Icon” on the User Story will display the “Team Board Status Data”
Clarizen Team Board• Clicking on a Task, will display any data entered into the “Team Board Status Data” field    • In thi...
Clarizen Team Board• To update a task’s state simply drag and drop it into the appropriate position
Clarizen Team Board• You can see the remaining effort and work for each individual task on the “post-it” as well as  the o...
Clarizen Team Board• To collapse or expand a specific state, or user story, simply click on the relevant icon (as  shown b...
Clarizen Team Board• To filter through User Stories and Epics click on the “filter” dropdown and select the relevant  obje...
Clarizen Team Board
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Clarizen Team Board

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Details around Clarizen's virtual SCRUM Board, designed to help teams using Agile effectively manage their work!
This presentation begins with a video overview, then moves to several slides that discuss the benefits of the Team Board over traditional SCRUM boards, followed by slides that show the Team Board in action.

Please contact ash@clarizen.com if you have any questions about how to install the Clarizen Team Board.

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Clarizen Team Board

  1. 1. Clarizen for Agile & SCRUM
  2. 2. Why do anything? This is how it used to be… This is how it should be… • Manually updated • Automatically updated with progress • Sloppy • Organized • Updated once a day • Real-time updates & Collaboration • Limited accessibility & visibility • Access, collaborate and view anytime & anywhere
  3. 3. Why now?Powerful and CustomizableLeverages Clarizen’s full set of project management capabilities to fit Agile processesand best practicesSpeed Up Planning SessionsTranslate user stories to technical tasks and update cards directly during planningsessions while gaining real time insights into impact on costs, resource load and ETAOrganize Your WorkUse the Team Board to track progress with your work across all projects and easilyadvance a task from one stage to another by dragging and dropping across stagesVisualize Your WorkflowMap columns of the Team Board to your workflows and Work Breakdown Structure.Progress is then visualized by creating a card for each task with important info such asthe assigned resource, remaining effort, status and priority
  4. 4. Why Clarizen? RBL Team Board Capacity Planning Issue Tracking Documents Email & Chat 4
  5. 5. Clarizen Team Board• Assign the relevant resource(s) to each task
  6. 6. Clarizen Team Board• To open the Team Board, right click on the relevant work item and select “Team Board” from the menu
  7. 7. Clarizen Team Board• User Stories are shown to the left (indicated with red arrow), while task “post-its” are shown in their appropriate state (indicated with blue arrow)• You can also see the Epic name displayed above the User Story
  8. 8. Clarizen Team Board• Each tasks Resource is displayed on the individual “post-its”, along with the resource image• All resources assigned to the User Story are displayed within the User Story itself
  9. 9. Clarizen Team Board• The importance of each task can be seen on the individual “post-its” as well as on the User Story level
  10. 10. Clarizen Team Board• Hovering over the “Status Icon” on the User Story will display the “Team Board Status Data”
  11. 11. Clarizen Team Board• Clicking on a Task, will display any data entered into the “Team Board Status Data” field • In this example, the entered data was Dev:2; QA:2 – which results in the below display • Note that the footer also contains a URL that links directly to the selected work item
  12. 12. Clarizen Team Board• To update a task’s state simply drag and drop it into the appropriate position
  13. 13. Clarizen Team Board• You can see the remaining effort and work for each individual task on the “post-it” as well as the overall effort and work on the User Story
  14. 14. Clarizen Team Board• To collapse or expand a specific state, or user story, simply click on the relevant icon (as shown below)
  15. 15. Clarizen Team Board• To filter through User Stories and Epics click on the “filter” dropdown and select the relevant objects

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