Agile Task Management supports marketing department that use Agile methodologies by providing the fields and functionality to help them organize and prioritize their work.

You can perform these actions using Agile Task Management:

• Group tasks into Sprints
• Add level of effort to tasks
• Add acceptance criteria to tasks

Enablement

Agile Task Management is turned on by Administrators in the System Parameters, on the Production Management tab using the field “Enable Agile Task Management”.

Using Agile Task Management

Enabling Agile Task Management adds three fields to each Task in the system: Sprint, Size and Acceptance Criteria. These fields do not affect any of the behavior of Tasks, they are a way to provide additional information about the tasks. The Sprint and Size fields can be added to the My Tasks Card, Task Worksheet, Tasks list page, Info Panel and Task Inbox tile.

Sprint: This field is used to designate when a Task is worked according to the way your company organizes time periods for projects. The terms Sprint and Sprints can be renamed in the Terminology section if your company calls it something different, e.g., Cycle or Iteration.

A user with the System Administration, Access domain right will see an additional navigation item at the bottom of the Additional Resources section titled “Sprints”. This is where the Admin can create new Sprints, identify the current Sprint and organize them chronologically.

To create a new Sprint, simply click on New in the upper right hand corner and enter a Title, optional Description and a Status.

To identify the current Sprint, on the Sprints list page, select a Sprint by clicking on the radio button and use the Action menu to Make Current.

To organize the Sprints in chronological order, use the Set Sequence action from the three dot menu. It is very important to set the sequence of the Sprints; this drives the display order for the field and the Sprint titles on the Sprint Agile Board.

When Agile Task Management is enabled, all users will see a new filter in the Task Inbox titled "Current Sprint". This filter can be used to display all Tasks of any status that are slotted for the Current Sprint.

Sprint Agile Board

When Agile Task Management is enabled, there is a new way to view and organize Tasks using the Agile Board. In the Agile Board use the View icon to switch from Task Status view (traditional Agile Board) and Sprint view.

Use the Configure icon to configure which Sprints you would like displayed. You may use the filters to select an Activity, Project, Team or User and flip back and forth between the Task Status view and the Sprint View of the same tasks.

• The Backlog column displays all Tasks that do not have a Sprint defined.
• The Current column displays Tasks that are part of the Current Sprint as defined on the Sprints list page.
• The Next Sprint 1 column displays Tasks that are part of the next Sprint as sequenced on the Sprints list page.
• The Next Sprint 2 column displays Tasks that are two Sprints in the future as sequenced on the Sprints list page.

When the configuration is saved the terms Next Sprint 1 and Next Sprint 2 will be replaced by the actual Sprint names. You may drag and drop Tasks to move them between Sprints and the Sprint field is updated accordingly.