Going Agile with Planio¶

Planio supports agile methodologies such as Scrum, Kanban or Extreme programming.

• Table of contents
• Going Agile with Planio
  • Agile Methodologies
  • What you can do with Planio's Agile App?
  • Getting Set Up
  • Setting up the Statuses, Trackers and Workflows
  • Create Backlog Items
  • Start a Sprint

Agile Methodologies¶

Agile methodologies includes a group of software development methods such as Scrum, Kanban or Extreme programming. They’re all based on the idea that requirements and solutions evolve through collaboration between self-organizing, cross-functional teams.

We’ll look at how you can use Planio for one of these methodologies.

What you can do with Planio's Agile App?¶

Here’s what it will look like once it’s set up:

• see all the sprint items on one board
• drag-n-drop items or update them on the board
• plan your sprints and create issue backlogs
• generate burndown charts, cumulative flow charts, velocity charts and more

Getting Set Up¶

First, create a new project in Planio.

Then, make sure that the Agile app is activated. Go to the Apps tab and install the Agile app.

Setting up the Statuses, Trackers and Workflows¶

We'll set up the Issue statuses that we want to see on the Agile board. Planio comes with some default statuses. You can delete ones you don't want if no issue has been assigned to that status yet. Note, this will delete the status for all projects, not just the Agile project.

In this example, we've created Backlog, Not Started and Done. In Progress is on of the default, so we'll keep it. These will be the four statuses on our board. You can create a new status by clicking on New status. For Backlog, we've set it as the default value, so any new issues you create will be a Backlog item by default. For Done, I've selected the 'Item closed' checkbox when creating it.

Now we want to create different trackers for different types of items on the board. Click on Administration in the top navigation bar and click on Trackers.

In this case, we'll set up trackers for User Stories, Bugs and Chores. You might have different items in your approach, so you can choose your trackers based on your approach. Click on 'New Tracker'

Enter in the name of the tracker. In this case we'll enter 'Backlog' for the first tracker. We'll assign it to the Agile Development Team project. We'll leave the 'Copy workflow from' box blank because we have to set up the Agile workflow first.

Create Backlog Items¶

Now, you can create issues for user stories, bugs and chores. Select the correct Tracker for each new item.

Start a Sprint¶

You know have a backlog of items, and it's time to plan your next sprint. Click on the 'Agile board' tab in the navigation bar. Then, click on 'Sprint planning' under Issues in the right sidebar. Click on 'New Sprint'.

Give a name to your new sprint such as Week 27 2015 and set the start date.

Now you'll see your Issues without a sprint on the left. You can drag an issue from the left onto the sprint you just created.