Help
One page for each part of the product. Start at the top if you are new, or open the topic you need.
Start here
- Getting startedCreate an account, confirm your email address, sign in, and find your way around the first screen.
- Setting up your organizationThe eight steps from a new organization to its first running sprint, and the welcome page new members see.
- OrganizationsWhat an organization holds, how to move between the organizations you belong to, and the settings an administrator can change.
- InvitationsInvite a person to your organization, and what happens when they accept or decline.
People and access
- MembersSee who is in the organization, give and take away roles, and remove a member.
- Roles and permissionsThe eight capability bundles, the roles that grant them, and how a team role differs from an organization role.
- Project overridesGive or refuse one person one capability on one project, and see every override in the organization.
- Scrum TeamsCreate a team, add its members, and put it on a project so it can run sprints.
Portfolios and projects
- PortfoliosGroup projects into portfolios, put them in order, rename them, and delete an empty one.
- ProjectsCreate a project, write its Product Goal, name its Product Owner, assign its teams, move it, and delete it.
- Project settingsThe settings, phases, item types, epics and Definition of Done that shape how a project works.
- Importing a backlogBring an existing backlog in from a .csv file or an .xlsx workbook, column by column.
- Exporting a projectDownload the backlog as a .csv file, the whole project as .json, or a sprint report as a PDF.
The Product Backlog
Sprints
Scrum Events
- Scrum EventsWhat a session is, who can open and close one, the Attendees list, per-person notes, and the record each session keeps of what changed.
- The board and the Daily ScrumThe board that follows the active sprint, moving cards, and the Daily Scrum session beside it.
- Sprint ReviewThe Increment as the product computes it, the feedback captured against it, and turning feedback into backlog items.
- RetrospectiveFour columns, everyone writing at once, and action items that become backlog items in one click.
- ReportsSprint health, the sprint burndown and the velocity of finished sprints, read from each item’s history.
- The OverviewHow every portfolio and project is doing: the running sprints by health, and 12 weeks of finish rate and items finished.
Plans and billing
Reference
- The activity feedThe record of what happened in an organization, and who can read it.
- Keyboard shortcutsThe keys that move between screens and add an item, and how to turn them off.
- Editing conflictsWhat happens when two people change the same thing at the same time, and how to resolve it.
- Time and timezonesHow the product stores and shows times, and which timezone a sprint follows.
- Scrum vocabularyThe terms the product uses, what each means here, and what the product deliberately leaves out.