Setting up your organization

Setup

NeedsManage the organization org_manage

A new organization opens on Setup, at the top of the menu, which shows how many steps are done, for example Setup · 3 of 8. Each step links to the screen where you do it. You can do the steps in any order. The first one not done says Next.

1. Name your organization and set its time zone, in Settings. New Scrum Teams start in this time zone, and a sprint ends at 23:59 on its last Friday there. The step is done once you save a change.
2. Invite members and choose their roles, on Members. The step is done once an invitation is sent. Setup lists the people who have not accepted yet, with Resend.
3. Create a Scrum Team with a Scrum Master, on Teams. You can be the Scrum Master yourself and add people as they accept.
4. Name your portfolio. Your organization starts with one called Unsorted. Rename it. That is enough to finish the step. The Free plan includes 1 portfolio. On Pro and Enterprise you can also make your own.
5. Create a project and choose its Product Owner.
6. Give the project its Scrum Team. A sprint cannot be planned until its project has a team.
7. Add backlog items.
8. Plan and start the first sprint. Once the plan is complete you can start it straight away.

When every step is done, Setup says Setup is finished and leaves the menu. Hide setup, at the bottom, removes it sooner, for everyone in the organization. To bring it back, open Settings and click Show setup again.

The welcome page

When you join an organization, you first see Welcome to and its name: your Scrum Teams and your role on each, your projects and their Product Owners, the running sprint and its Sprint Goal, anything assigned to you, the next Scrum Event, what your roles let you do, and your time zone. A part that does not apply to you is left out, and a project hidden from you never appears. See Project overrides.

Click Got it to go on to where you would normally land, which for most people is Projects. The page stays in the account menu as Welcome page.