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Getting Started for Team Members

Overview Agility helps your team satisfy the customer through early and continuous delivery of valuable software. Below are some steps to keep it simple and focused on the information you need to get your job done.

Step 1. View and Track Your Work

The best and easiest way to manage your daily activities is to use a TeamRoom™. A TeamRoom gives you direct access to your team's current work and allows you to plan, track, and collaborate in a central location.

To track, here's what you need to do:

  • update the status of any workitem you are working on

  • at the end of the day, update the remaining To Do

  • and, if your team is tracking effort, enter your time spent in the Effort column

Although you can see your work from My Home and on the Sprint/Iteration Tracking page, a TeamRoom offers the best view.


Don't forget to bookmark your TeamRoom's URL so you can bypass the main menu and go straight there.

Step 2. Add Stories and Defects

You can add new stories and defects directly in the Backlog panel of your Teamroom.

  • If you're not working in a TeamRoom, click on the plus icon in the left Sidebar (left-pane menu options), or just enter them directly into any backlog grid.


  • If you're loading a lot of items all at once (for example, moving your backlog over from another system), consider using the  import feature in Agility.

  • You can also plan out tasks and acceptance tests using the Story Planner view (accessible by clicking Plan Story in any grid row).

Step 3. Collaborate with Team Members

As your team begins working, you can use any of the Agility collaboration tools to keep up with what's going on.

  • Use the Conversations tab in your TeamRoom to ask questions and collaborate with fellow team members and/or the product owner. 

  • Create and publish ad-hoc Communities to share content (agreements, best practices, and so on) between users with common interests.

  • Estimate backlog with your teammates using the Estimably game available in your TeamRoom.

  • Access Mobile Connect from your mobile device to stay current when you are away from your computer.

Step 4. View Progress

You can see your team's Sprint burndown right in the TeamRoom.  Note that burndown is driven by the To Do value, so each time you decrement your To Do, the chart burns down more. To see even more detail, use the Sprint Dashboard report in the main application menu.

If you are using a Kanban process, you should use the Cycle Time and Cumulative Flow reports to track your flow.

There is also a higher level Release Burndown chart that others may view. That chart is driven by the backlog level estimate and burns down when the backlog item (Example, story or defect) is closed.


Step 5. Search for Work Items

Type your search terms in the search box in the upper right corner of any page. Quick matches show up as you type.

If you want a more in-depth search, press Enter or click on the magnifying glass icon to get to open Advanced Search. Here, you can search for closed items, limit results to a specific asset type (e.g., just defects) and use filters to narrow your results.