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Getting Started for Scrum Masters, Project Managers, or Team Leads


Are you a Scrum Master, Project Manager, or Team Lead trying to figure out where to start?  Here are some basic steps to get your team up and running fast and keep you up-to-speed on what's happening.

Step 1. Set Up a VersionOne TeamRoom™

The first step is to set up a TeamRoom. Here, the team can plan, track, and collaborate in a central location. This makes it really easy for team members to focus on their current work. 

  1. To set up, select TeamRooms from the Rooms menu in the Utility Bar.

  2. Click the Add TeamRoom button on the right-hand side of the page.

To create a TeamRoom, your project role must be set to "Project Lead" or higher.


Step 2. Facilitate Sprint/Iteration Planning

There are several ways to use VersionOne to facilitate sprint planning discussions:


Step 3. Track Blocked Items

The VersionOne Issues page is a central place for teams to track issues and impediments that require project-wide visibility. Blocking Issues are used to highlight when a item is being blocked. 

  • To set a blocking issue, go to the action menu of the item affected, and then select Block. Either define a new issue or select an existing issue that is blocking this item.

  • See the details of any blocked item by clicking on the red and white Blocked icon.

Blocking issues are highlighted on board views to make it apparent what needs help to move forward. 

Items with a red header are noted as Blocked

Step 4. Facilitate Daily Standup Meetings

Help your team focus on today by using the TeamRoom to drive your daily standup meetings. If you need more depth in analyzing what's going on, know that the Sprint Dashboard provides a great set of metrics all in one view.

  • To access a TeamRoom, click Rooms > TeamRooms, and then click on a room name.

  • Show the StoryboardTaskboard, or Testboard, as appropriate.

  • When a team member speaks, click on a team member's image at the top of the page to filter the view to focus on that person's items.

  • When you need more metrics, jump out of the TeamRoom and select the Reports > Sprint Dashboard from the main menu to see multiple metrics focused on the sprint.


Step 5. Review Iterations/Sprints

At the end of each sprint, the Sprint/Iteration Review section allows the team to look back at what was completed, take care of any remaining items and close out the sprint to continue moving forward. This is a great view to use to drive your sprint review.

Use the the Close Sprint/Iteration page to:

  • Review completed items and close out any remaining completed items.

  • If deemed necessary, split unfinished backlog items (taking partial credit for what was done) and move the remaining tasks to the next sprint.

  • Push forward any work that had not started.

  • Close the sprint and roll forward to the next one.


Step 6. Capture Retrospective Details

From the Conduct Retrospective page you can record the important details of retrospective meetings and associate backlog items or issues discussed in the meeting. This includes agendas, discussion notes, and areas for improvement.

Recording this information provides team members with easy access to past and current retrospective notes for continuous improvement.

  • To access the Retrospective page, go to  Iteration Review > Retrospectives.


Step 7. Collaborate with the Team

As your team begins working, you can use any of the VersionOne 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, etc.) 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.