Getting Started for Digital.ai Agility Administrators
Overview
It's generally a good idea to focus on minimalism first to help teams get up and going on what's most important. At first, consider disabling features and limiting the number of fields being used. As the teams mature and discover they need more, you can add in more features and/or complexity as the needs arise.
Step 1. Create a Project in the Project Tree
In Digital.ai Agility, the terms "Project" and "Release" are used interchangeably.
The first thing you need to do, is create a new project in the Project Tree. A project is an asset that allows you to capture a backlog of stories, defects, and other workitems and can represent a product or release.
Step 2. Create and Assign a Sprint/Iteration Schedule
Next, you need to create and assign a Sprint/Iteration Schedule to the project. A Sprint Schedule is basically a sprint calendar that aligns a collection of sprints/iterations following the same duration (e.g., two weeks).
Step 3. Add a Team Member to the Project
Now, you can begin adding members to the project. This grants them access to the project and its backlog.
See Member Administration to learn more about managing member accounts.
Step 4. Assign a Project Role to the Member
Step 5. Create or Import Stories for the Project (Optional)
There are several ways to add workitems (stories, defects, etc.) to your project backlog. The most common ways are listed below. For additional options, see Building the Backlog.
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Import from an Excel Spreadsheet
If you are managing your workitems in an Excel spreadsheet or have exported them from another system, you can quickly import them into Digital.ai Agility in bulk using the Import Template. We recommend downloading and using this template because it guidance on how to properly format the data to reduce import errors. See Importing Data from Excel. -
Create Stories on the Backlog Page
You can also add new stories to the project backlog on the project backlog page. See to Stories/Backlog Items for instructions.
Step 6. Create a Sprint/Iteration (Optional)
Step 7. Assign Stories to the Sprint (Optional)
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With the Project Backlog selected, drag-and-drop Stories from the Backlog into desired Sprint.
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Stories can be broken down into Tasks and Tests and estimated in desired unit of detail estimation – e.g., Hours; this Detail Estimate provides a To Do value to each Task/Test; reducing the To Do value by a Team Member during the Sprint drives the Sprint Burndown chart to show progress being made against the Sprint Backlog.
Step 8. Track Work and Progress During the Sprint (Optional)
There are several ways to track work in progress:
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Using Storyboards, Taskboards, or Testboards:
They are particularly valuable if used in the manner of a physical whiteboard – project onto a wall or display in a large monitor for the Team to use. See Using Storyboards, Viewing Tasks on the Taskboard, or Using the Testboard to Track and Manage Tests for more details. -
In a TeamRoom:
Drag-and-drop stories, tasks and tests to a status column to show progress; reduce number of To Do values to show progress. See TeamRooms for details. -
From the My Home menu:
Alternatively, use the My Home > My Work view independently to manage the work to you. See Using the My Work Page for more information.