1. User Guide
This guide will walk you through step-by-step on how to use
Agilebuddy.
For more help please visit
http://www.agilebuddy.com/tour
or email support@agilebuddy.com
2. Logging in to Agilebuddy.com
Every company receives its own url for logging into Agilebuddy. Enter your url
into any of the supported browsers (Firefox and Safari recommended) and
click enter.
In the example below, the url is “yourcompanyname”.agilebuddy.com.
Enter your company’s url and click enter.
Enter your
company url
here
http://www.agilebuddy.com
3. Logging in
When the login screen appears, enter your username and password.
Note: When you registered through www.agilebuddy.com, you should
have received a verification email. You must verify your account first by
clicking on the link in the email.
http://www.agilebuddy.com
4. Home page
Once logged in, you will be presented with your home page, the default
landing page. The first time you login, you will be met with a welcome screen,
directing you to create a new product. Agilebuddy tracks projects by product,
release and sprint.
Agilebuddy provides you with “blankslate” help to guide first time users
through every step of the process.
Note: The first person to signup will be the default administrator of the
site and can setup new users via the administration menu (top right)
http://www.agilebuddy.com
5. Creating your first product
Click on “Create new
product” and complete Enter the
the information on the Product name
“Create A New Product”
dialog box.
Agilebuddy automatically creates your first
release (Version 1) and iteration (Sprint 1)
for you. You can edit the default names
selected later.
Product Release Sprint
http://www.agilebuddy.com
6. Creating your first user story
Click on the Agilebuddy product tab to begin filling the product backlog
Click “Create a new user story” to add your first user story to the
product backlog or click on the “+” sign on the Create tab and select
“User Story”
http://www.agilebuddy.com
7. Creating a new user story
All that is required to define a user story is the description field. All other
fields are optional.
Enter the
size in Story
Points or
Ideal Hours. User story
source e.g.
Customer,
Internal etc.
User
definable
fields. Click
new to add
new type
To further define the user story enter Feature name, Priority, Business value, Risk, or
Business objective. The user story can also be assigned to a team member responsible
for the task breakdown.
http://www.agilebuddy.com
8. Creating a new user story
Finish adding as many user stories as you want. If you’re adding more than one
user story at a time, clicking save will create the user story and allow you to
enter in a second user story without having to click on “Create User Story” again.
Once you have added user stories to your product backlog you can
begin using Agilebuddy to its full extent. The following slide shows a
example of a fully populated product backlog.
http://www.agilebuddy.com
9. Product page (showing product backlog)
Once you have added some user stories to the product backlog, your product backlog
should look something like the product backlog below . The product backlog can be
grouped and sorted. You can also search for user stories. Each user story is identified
with a unique id#.
Product
Backlog
Search
Sort on
column
headings
http://www.agilebuddy.com
10. Sprint page (showing sprint backlog)
The Sprint page, contains all of the information required to manage the sprint.
Navigate to the Sprint page by clicking on the Sprint tab.
Sprint Tab
Sprint
backlog
Burndown
chart
Team chart
The Sprint page displays:
• Calendar • Backlog • Feature list
• Goals • Bugs list • Activity log
• Burndown chart • Blocker board • Team chart,
• Team chart • Shared attachments • Estimating and planning pages
http://www.agilebuddy.com
11. Sprint page – Information radiators
From the Sprint page you are able to view various aspects of the Sprint. A
summary of the sprint, the sprint burndown, a team widget that shows total
hours allocated for this sprint, the milestones calendar and your sprint goals.
Goal View:
Summary View:
View the Sprint’s: Goals,
View the Sprint’s:
Burndown and Team
Summary, Burndown and
Widget
Milestone View:
Team Widget
View the Sprint’s:
Milestone Calendar,
Burndown and Team
Widget
http://www.agilebuddy.com
12. Sprint page – Information radiators
From the Sprint page you are able to view various aspects of the Sprint. A
summary of the sprint, the sprint burndown, a team widget that shows total
hours allocated for this sprint, the milestones calendar and your sprint goals.
http://www.agilebuddy.com
13. Sprint page – Information radiators
The team panel shows all team members assigned to the sprint. The team panel
also shows total hours remaining to the team member across all projects as well
as total hours remaining for this sprint.
http://www.agilebuddy.com
14. Sprint page (showing sprint backlog)
The Sprint page, contains all of the information required to manage the sprint.
Navigate to the Sprint page by clicking on the Sprint tab.
User story
Task
Has Has
comment attachment
• View details • Delete • Add attachments
• Edit • Start/Stop (tasks)
• Add comment • Add tasks
http://www.agilebuddy.com
15. Sprint page (showing sprint bugs list)
Navigate to the sprint bugs list by clicking on the Bugs tab.
Sprint Tab
Sprint bugs
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16. Sprint page (showing sprint blockers)
Navigate to the sprint blockers page by clicking on the Blockers tab.
Blockers
tab
A fully populated Product backlog
17. Sprint page (showing sprint shared attachments)
Navigate to the shared attachments by clicking on the Attachments tab.
Shared
Blockers attachments
tab
You can upload and store any documents or file types at all levels. In this example two
documents have been uploaded to the Sprint page. You can download the documents or
add comments to them. All file types are supported up to 50MB per document.
A fully populated Product backlog
18. Sprint page (showing sprint features)
Navigate to the blockers page by clicking on the Features tab.
Features
tab
You can add features by clicking on the Create menu “+” sign and then select “Feature”
from the drop down menu. You can also add feature “on the fly” on the create user story
dialog.
A fully populated Product backlog
19. Sprint page (showing sprint activity)
Navigate to the sprint activity page by clicking on the Activity tab.
Activity
tab
The Sprint activity will show only and all activity for just the selected sprint. You can link
directly to a user home page by clicking on the team members name. You can go directly
to the item details page by clicking on the item.
A fully populated Product backlog
20. Sprint page (showing sprint team members)
Navigate to the Team page by clicking on the Team tab.
Team tab
Add team
members
You can add team members to the Sprint team by clicking on the Add “+” action. You can
view which task have are in progress for each member and how many hours and points are
assigned to each member.
A fully populated Product backlog
21. Sprint page (showing sprint estimating tab)
Navigate to the estimate page by clicking on the Estimate tab. The Sprint estimate page
lets you easily check previously estimated stories and very quickly estimate Sprint user
stories via single click of the mouse.
Estimate
tab
Once estimated, user stories are grouped
by their story point size.
A fully populated Product backlog
22. Sprint page (showing sprint planning tab)
Navigate to the Sprint planning page by clicking on the Plan tab.
Plan tab
Schedule
out
You can schedule user stories in and out of
the Sprint with a single click of the mouse.
Schedule
in
A fully populated Product backlog
23. Home page (showing user stories tab)
The home page is your personal page. The home page shows all items
(user stories, tasks, blockers and bugs) assigned to you across all
projects.
Note: Team members can view each others home page by clicking the
name, on the home page dropdown.
Your user Your Your Your Your
stories Bugs Blockers activity products
http://www.agilebuddy.com
24. Home page – Information radiators
The home page also displays the company product calendar and status
feed.
Users can update their status just
like “Facebook”
http://www.agilebuddy.com
25. Home page (showing products tab)
The home page also displays the company products table that you have
permissions to see.
Products
tab
The products table display’s hi-level summary information of each active
project, including start and stop dates, current iteration, total hours left.
http://www.agilebuddy.com
26. Interacting with the site
You can create Features, User stories, Tasks, Bugs, Blocker via the Create menu. You can
also define new Products, Releases or Sprints.
After you create an item a status dialog pops up confirming
status. Links are provided to direct you to the items details
page.
http://www.agilebuddy.com
27. Interacting with the site
Creating a new product…
Note: On creation of a new Product, you
are given the option to assign which
team members have access to the
product.
http://www.agilebuddy.com
28. Interacting with the site
Creating a new release…
Note: The status selected shows up in
the Products table
http://www.agilebuddy.com
29. Interacting with the site
Creating a new sprint…
Note: You can define Sprint goals in the
goals section which will be prominently
displayed on the Sprint page.
http://www.agilebuddy.com
30. Product Page
The Product page displays the Product calendar along with all product
milestones, the product backlog, product bugs, product documents, a list of
product features, the activity log for all product interactions, product bugs and
blockers, team members, estimating and planning.
http://www.agilebuddy.com
31. Release Page
The release page displays the release calendar and release burn-up chart along with
the release backlog, bugs and blockers, release documents, features and activity
and estimate and planning pages.
http://www.agilebuddy.com
32. Iteration (or sprint) page
The sprint page displays the sprint calendar and sprint burn-down chart along with
the sprint backlog, bugs and blockers, sprint documents, features and activity and
estimate and planning pages.
http://www.agilebuddy.com
33. User story details page
Click on the “Go to this user story details page” to show the details page. This page shows all the
activity for this story, any documents attached, plus all the comments and summary information.
http://www.agilebuddy.com
34. User management
Adding Team members
1. Click on
Administration
Click on Administration to open the Administration
Console.
2: Click “Create User” to add new
users to your Organization
http://www.agilebuddy.com
35. User management
Clicking create user opens the Create New User dialog box
Enter appropriate user information.
Assign roles and permissions for
project access.
http://www.agilebuddy.com
36. Task management
Adding tasks…
There are two ways to create tasks in Agilebuddy. Direct via the Create
menu, or using the Create task action in the Sprint Backlog
1. Via Create menu
Choose a Story for
which this task is
for
Enter hours required
to complete the task
http://www.agilebuddy.com
37. Task management Click “Add
tasks to this
user story”
Adding tasks…
2. Via the Actions on the Sprint backlog
Note: You can only add tasks to the Sprint Backlog. The
task entry dialog lets you enter original estimate in hours
for the task.
http://www.agilebuddy.com
38. Task management
Updating the daily estimates…
In Sprint Backlog or from the home page, click on edit link in the “Hours Left” column
to update your daily estimates.
http://www.agilebuddy.com
40. Task management
Start, stop and update tasks using the Actions provided
You can access the start and stop actions from the
Sprint page or the home page. Starting a task
automatically updates the task status to “In progress”.
Clicking on stop
lets you pause a
task or complete it
and record the
actual time spent
on the task
http://www.agilebuddy.com
41. Task management
Assigning tasks…
You can assign tasks from the task level action
Or you can assing tasks
directly via the task
creation dialog
http://www.agilebuddy.com
42. Collaboration
Clicking on the Add
comment icon lets you add
comment to an item.
Hovering your mouse over
the “(1 comment)” tag,
displays all comments
associate with this item.
http://www.agilebuddy.com
43. Status feed
Casually inform team members of what you’re
doing and keep everyone in sync.
All postings
appear in the
status feed on
the home page.
http://www.agilebuddy.com
44. Product Backlog Actions
Delete User
Story
Open (or
Go to user close) User
story Story
Add
attachments
Edit User
Add
Story
comments
Users can perform multiple actions on each item in the backlog. E.g. Show details,
Edit, Delete, Add attachments, Add comments or Complete/Close User Stories
http://www.agilebuddy.com
45. Story point estimating
Agilebuddy provides single click story point estimating!
Agilebuddy supports estimating in story points or ideal hours or days. It is
important to note that you are consistent, so once you start with story
points, stay with story points.
In this version, Agilebuddy only supports one estimating scale – modified
fibonaci (in accordance with most Agile coaches).
i.e. 1, 2, 3, 5, 8, 13, 20, 40, 100
Agilebuddy provides a unique interface for relative estimating – which is the
Agile way of estimating.
The interface therefore provides a means for easily comparing stories to be
estimated with stories that have already been estimated. According to
researchers, relative estimating is attributed to far more accurate estimates.
http://www.agilebuddy.com
46. Story point estimation
Click on Estimate when you are
in the product, release or
iteration page to estimate.
Cycle through
previously
estimated stories
Story point
“buckets”
Assign story
points or ideal
hours to stories
http://www.agilebuddy.com
47. Planning
Plan releases or sprints. Agilebuddy supports both release and sprint planning.
To get to planning click on the Plan tab.
Click on the
planning tab
Plan user
stories OR
bugs
Make sure you
have the right sprint
or release selected.
Check to see that your size left < average sprint velocity
Schedule stories in or
out of a release or
sprint
http://www.agilebuddy.com