Clarizen for Agile & SCRUM
Why do anything?
• Manually updated• Sloppy• Updated once a day• Limited accessibility & visibility
• Automatically updated with progress• Organized• Real-time updates & Collaboration • Access, collaborate and view anytime
& anywhere
This is how it used to be… This is how it should be…
Why now?
Powerful and CustomizableLeverages Clarizen’s full set of project management capabilities to fit Agile processes and best practices
Speed Up Planning SessionsTranslate user stories to technical tasks and update cards directly during planning sessions while gaining real time insights into impact on costs, resource load and ETA
Organize Your WorkUse the Team Board to track progress with your work across all projects and easily advance a task from one stage to another by dragging and dropping across stages
Visualize Your WorkflowMap columns of the Team Board to your workflows and Work Breakdown Structure. Progress is then visualized by creating a card for each task with important info such as the assigned resource, remaining effort, status and priority
Why Clarizen?
4
Team Board
Email & Chat
Issue Tracking Documents
CapacityPlanning
RBL
Clarizen Team Board • Assign the relevant resource(s) to each task
Clarizen Team Board • To open the Team Board, right click on the relevant work item and select “Team Board” from
the menu
Clarizen Team Board • User Stories are shown to the left (indicated with red arrow), while task “post-its” are shown
in their appropriate state (indicated with blue arrow)• You can also see the Epic name displayed above the User Story
Clarizen Team Board • Each tasks Resource is displayed on the individual “post-its”, along with the resource image• All resources assigned to the User Story are displayed within the User Story itself
Clarizen Team Board • The importance of each task can be seen on the individual “post-its” as well as on the User
Story level
Clarizen Team Board • Hovering over the “Status Icon” on the User Story will display the “Team Board Status Data”
Clarizen Team Board • Clicking on a Task, will display any data entered into the “Team Board Status Data” field
• In this example, the entered data was Dev:2; QA:2 – which results in the below display• Note that the footer also contains a URL that links directly to the selected work item
Clarizen Team Board • To update a task’s state simply drag and drop it into the appropriate position
Clarizen Team Board • You can see the remaining effort and work for each individual task on the “post-it” as well as
the overall effort and work on the User Story
Clarizen Team Board • To collapse or expand a specific state, or user story, simply click on the relevant icon (as
shown below)
Clarizen Team Board • To filter through User Stories and Epics click on the “filter” dropdown and select the relevant
objects