Projects: Sprint Planning

If you and your team work agile, uncover how to set up sprints in Forecast

If you activated the Sprints option in your project settings, you can simply set up your sprints in the following steps.

Main take aways

Create a Sprint

Step 1: Choose a project where sprint planning is activated (settings) and then click on the menu point Sprints.

Click on the New Sprint Button to create a new sprint.

2020-09-28 (3)

 

Step 2: Name the sprint (by default the sprints will be numbered in consecutive order) and select a start and end date or keep the suggested dates. 

If you keep the suggested dates, your first sprint will start on the current date. The end date is calculated by adding the number of days in a sprint (see length of sprint in project settings) to the start date.

The next created sprint will automatically start the day after the former sprint's end date.

Step 3: Drag the tasks from the backlog column into the new sprint. If the start and end date of the task does not fit the dates of the sprint, you will be warned by the system. You can also create new tasks right in the sprint.

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Further Info and Actions

Navigation:

  1. View all, done or active sprints: Click on the dropdown to view sprints that are either done or active or all of them.
  2. Eye Icon & Download: Click on the Eye Icon to view more information on each sprint along with the corresponding tasks. Right next to the icon is the Download button, click it to export the entire sprint planning of your project in a CSV file.
  3. Search and Filter: Click on the Magnifying glass to easily search for tasks either by name, label or other identifiers.
    Click on the Filter Button to filter sprints and tasks by any given information.
  4. New Sprint, Expand, Settings: Click on the New Sprint Button to add a new sprint.
    Click on the Expand All Button to expand all sprints and view all of their tasks.
  5. Grouping & Page Settings: Click on the Three Dot Icon to group tasks in the sprints by person, to show empty persons, group by role, or to show / hide the Backlog column on the side.

more settings in sprints

 

Sprint Header:

  1. Name: Either automatically generated name (Sprint + number) or given name
  2. Dates: Start- and end date, correspond to sprint length
  3. Total Availability: Number of hours that team members are available to work on this sprint. I.e. the total amount of hours that were allocated to this project in the time frame of the sprint (project allocation).
    In story point projects this number will be converted into story points by using the set performance (hours per story point) as conversion factor.
  4. Remaining Work: Total amount of remaining hours / story points on the tasks in this sprint.
  5. Remaining Availability: Difference between total availability and remaining work. 
    In story point projects this number will be converted into story points by using the set performance (hours per story point) as conversion factor.
  6. Progress: Proportion of total working hours (estimated time) already completed (time entries)
  7. Three Dot Icon: Delete the sprint, all tasks will be placed in the Backlog column when a task is deleted.

Warnings

To add transparency to your sprints Forecast will warn you about certain events that might interfere with your sprint planning.

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You will be warned in case of the following events:

  • Task deadline is after the sprint end date
  • Task is blocked
  • Registered time on a task is more than the estimate
  • Overdue sprint with unfinished tasks
    In this case, you can easily select an action for the unfinished tasks by clicking on the warning on the sprint.
    You can either move all unfinished tasks to the backlog or the next sprint, or set their status to "Done".

Warning unfinished tasks

 

Read more about dynamically updating your story points performance in your sprints here.