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VersionOne Community > Getting Started > Guide > Team
 

 Getting Started - V1: Agile Team


team edition overview
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Step 1 Create Members
Step 2 Create Stories
Step 3 Create Sprints
Step 4 Plan Project Releases
Step 5 Plan Project Sprints
Step 6 Define Tasks and Tests
Step 7 Track Sprint Progress
Step 8 Close Sprint
Step 9 Track Project Progress


This guide describes the steps necessary to configure the VersionOne application and use the VersionOne system. The general agile process for planning and tracking is mirrored in the application's planning menu: Product Planning, Release Planning, Sprint Planning, and Sprint Tracking.

Basic System Setup

Create Members

  • Select Add Member from the Getting Started page.

  • View the list of current members in the system.

  • Select Add Member to create a new user in the system.

Members have now been assigned to and can access the project. This allows project members to begin adding stories, define the sprint schedule, plan releases and sprints, assign tasks, and track progress of the project.

Product Planning

Create Story

  • Select Product Planning in the main menu and click Story and Defects.

  • Enter story  by selecting Add Story.

  • Assign appropriate descriptions, estimates, values, priorities, ownership, and risks to stories.  

(Optional) Further Define & Organize Stories

  • (Optional) Rank individual stories against each other by moving the most valuable stories to the top of the list via either a drag and drop or by using the multi-select Rank actions.

  • (Optional) Display and identify Acceptance Tests for stories.  

(Optional) Create Defects

  • (Optional) Define defects to reflect inconsistencies between expected behavior and actual behavior.

  • (Optional) Assign and manage defects.

  • (Optional) Define tasks and tests for defects.

Release Planning

(Optional) Schedule Release

The Release Planning process is used to move stories and defects through the project hierarchy.

  • Select Release Planning in the main menu.

  • Schedule stories and defects in releases by clicking and dragging a row in grid at the bottom up into the appropriate Release (sub- project) container above.

  • To remove stories or defects from a release, display the detailed list in the release container, then click and drag a row from the container into the larger project container that surrounds the entire top section of the page.

  • To move stories or defects from one sub-project to another, drag the row from the detailed list into another sub-project container on the page.

Sprint Planning

Define Sprints

  • Select Sprint Planning in the main menu and the Sprint Scheduling page in the sub-menu.

  • Enter sprints by selecting Add.

Schedule Stories and, optionally, Defects in Sprints

  • Select Sprint Planning in the planning menu and the Sprint Scheduling page in the sub-menu.

  • Assign stories and, optionally, defects to sprints by clicking on a row in the grid and dragging it up into the appropriate Sprint container above. View the Detailed Listing to see the individual items in the sprint.

  • To remove stories or defects from sprints, view the Detailed Listing for the sprint container and drag the appropriate row out of the container into the surrounding space.

  • To move stories or defects from one sprint  to another, view the Detailed Listing for the current sprint and drag the appropriate row to another sprint in the display.

Detail, Estimate and Assign Stories, Defects, Tasks to Members

  • Select Sprint Planning in the main menu and the Detail Planning page in the sub-menu.

  • Select Plan Story to add a set of tasks and tests.

  • Define Detail Estimates for your tasks and tests and identify which team member(s) has signed up as owner of each.

  • Once changes have been made, select Apply to save the changes.

Sprint Tracking

Track Progress

  • Select Sprint Tracking in the main menu.

  • Use the Taskboard view to see a summary of all current work for the team, have team members sign up for new tasks and track progress for the tasks. Click and drag the tasks to reflect Status changes.

  • Use the Detail Tracking page to see a tree view of the teams work and track progress.

    • (Optional) On the Detail Tracking page, Customize the page view to show the extended Effort column to be able to define which member worked the hours being logged.

    • Enter the expended Effort, if applicable, and remaining effort (To Do) on each activity since the last update.

    • Select Apply to save the changes.

  • Use the Testboard view to see a summary of tests. Click and drag the individual tests to mark as passing or failing.

  • Close completed workitems.

(Optional) Manage Issues

  • (Optional) Review and manage issues identified by the team that can hamper team performance or delivery.

Close Completed Sprint

  • Clean up an sprint when it has been completed:

    • Update workitem status values, log effort (if appropriate) and zero out To Do for completed work.

    • Move unstarted work to the next sprint.

    • Split partially complete stories to move the unfinished portion forward while leaving completed work in the current sprint.

    • Close all completed workitems.

  • Close the sprint.

Reporting

(Optional) View Reports & Graphs

  • Select and view a report, entering parameters as appropriate.

  • Export reports if desired. Graphs can be copied and pasted into external documents.

Ongoing Process

Repeat the Planning, Tracking and Reporting steps throughout the project. Refine project schedule as needed.