Create and manage agile projects

An overview of the tasks involved in creating an agile project.

The following tables, arranged by task group, list the tasks involved in creating an agile project.

Table 1. Set up a development group
Task How do I do this?
Create the agile group Navigate to Project > Agile > Groups and click New.
Add group members Navigate to the Group members related list on the Group form and click New.
Assign the group capacity Navigate to Project > Agile > Groups, select the desired group, and enter a number in the Points field.
Table 2. Create sprints
Task How do I do this?
Create sprints Use the Create Sprints related link on the Group form to create multiple sprints or use the Sprints related list to create individual sprints.
View the newly created sprints Use the Sprints related list on the Group form.
Table 3. Create a new project
Task How do I do this?
Create a new project
  • Navigate to Project > Projects > Create New.
  • Navigate to Project > Projects > Workbench and click New Project.
Table 4. Open an existing project
Task How do I do this?
Open an existing project
  • Click the Project Workbench related link on the Project form.
  • Navigate to Project > Projects > Workbench and select the project from the Select Projects choice list in the workbench header.
Table 5. Add phases to a project from the project workbench
Task How do I do this?
Create a waterfall phase for a project Click the Add phase icon () and select Waterfall from the Phase Type choice list.
Create an agile phase for a project Click the Add phase icon () and select Agile from the Phase Type choice list.
Create a test phase for a project Click the Add phase icon () and select Test from the Phase Type choice list.
Table 6. Add details to a project phase from the project workbench
Task How do I do this?
View phase details in list view or VTB Click the List or VTB button in the project workbench header.
Create a task for a waterfall phase Click the phase in the timeline and then click New in the detail view header.
Assign a group to an agile phase Edit the Agile phase and select a group in the Group field.
Select sprints for an agile phase Edit the Agile phase, ensure that a group has been assigned, and select a Start Sprint and End Sprint.
Create new stories for an agile phase Click the Agile phase in the project workbench and click New in the detail view header.
Groom stories for one project Click the Manage Stories button to open the Manage Stories dialog box.
Groom stories across multiple projects Click the Manage Stories related link on Group form.
Assign a group to an agile phase Click the Agile phase edit icon and select the group from the Group choice list.
Table 7. Add milestones to a project from the project workbench
Task How do I do this?
Add milestones to a project Click the Add phase icon () and then click Milestone at the top of the Add Phase pop-up window.
Table 8. Plan sprints
Task How do I do this?
Start sprint planning Select the Plan Sprints related link on the Group form.
Add stories to the sprint Select the Plan Sprints related link on the Group form and click New in the Sprints related list.
Table 9. Set up manual testing
Task How do I do this?
Create a test plan Navigate to Test Management > Test Execution > Test Plans > New.
Add test cases to a test plan Click the Add Test Cases from Test Suite related link on the Test Plan form.
Create a test phase Click the Add Phase button on the project workbench.
Add a test plan to a test phase Click the Edit Phase icon () for the test phase and enter the name of the Test Plan.
Assign test cases to testers Select a user in the Assigned to field on the Test Case form.
Notify testers to start testing Click the Notify testers to start testing related link on the Test Plan form.
Tester performs tests and submits results Navigate to Self-Service > My Tests or Self-Service > My Assessments.
Monitor the testing progress The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests.
Testing sign-off Click the Sign-off Test Plan related link on Test Plan form.