Agile board in Agile Development 2.0

  • Release version: Xanadu
  • Updated February 6, 2025
  • 3 minutes to read
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    Summary of Agile board in Agile Development 2.0

    The Agile board in Agile Development 2.0 serves as a centralized landing page to manage key scrum activities such as backlog management, sprint planning, and sprint progress tracking. It is organized into three main tabs—Backlog, Sprint Planning, and Sprint Tracking—to streamline the scrum process. Access requires relevant user roles such asscrumadmin,scrummaster,scrumproductowner, orscrumsprintplanner.

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    Backlog

    The Backlog tab enables you to manage personalized backlogs effectively. You can:

    • Create and manage stories, epics, and themes.
    • View active stories assigned to teams but not yet assigned to sprints.
    • Use cards to quickly identify stories missing story points or acceptance criteria, with drill-down lists available.
    • Reorder stories across pages and filter them by epic, with epic completion visually indicated.
    • Personalize column views and use keyword search to filter stories.

    Sprint Planning

    The Sprint Planning tab provides tools to create, organize, monitor, start, and complete sprints. Key functionalities include:

    • Viewing current and upcoming sprints in chronological order with details such as planned dates, story points, and velocity.
    • Assessing and dragging stories from the backlog into sprints for planning.
    • Adding new stories to the backlog and prioritizing them.
    • Moving unfinished stories from completed sprints back to the backlog or to future sprints.

    Sprint Tracking

    The Sprint Tracking tab allows you to monitor sprint progress through three views:

    • Story board: Track all stories across lanes, move stories to update their state, and filter by search criteria.
    • Task board: Track scrum tasks for sprint stories across lanes, move tasks to update states, and filter tasks.
    • List view: View and add scrum tasks and tests within the sprint context, monitor task state, descriptions, assignees, and test results, and track pending tasks and tests before sprint closure.

    This structured approach on the Agile board empowers teams to efficiently manage scrum workflows, maintain visibility into sprint progress, and ensure effective backlog and sprint planning aligned with agile best practices.

    The Agile board is a landing page where you can perform key actions of the scrum process such as managing your backlogs, planning your sprints, and tracking the sprint progress.

    The Agile board is organized in the following tabs to help you manage these activities. You would require one or more of the scrum_admin, scrum_master, scrum_product_owner, or scrum_sprint_planner user roles.

    Backlog

    The Backlog tab helps you manage your personalized backlogs. Within the Backlog tab, you can:
    • Create stories, epics, and themes.
    • View all active stories that are assigned to a team but that are not assigned to any sprint.
    • View cards indicating the total number of stories, stories that do not have story points, and stories that do not have acceptance criteria in your backlog.

      Clicking any of these cards gives you a list of stories from that category.

    • Reorder stories in the backlog across pages.
    • Filter the stories by epic by using the Records by epic section.

      In this section, only those epics are listed, which belong to the stories of the selected backlog.

      • The epics for the stories from your backlog are listed in this section.
      • Epic completion is indicated by a progress bar and percentage.
      • You can show or hide this section by selecting the configuration icon (Configuration icon.).
    • Personalize columns by using the personalize icon (Update Personalized List icon.).
    • Use the search option to filter stories using a keyword.
    For more information on how to manage your backlog, see Manage your product backlog in Agile Development 2.0.
    Figure 1. Backlog tab on Agile Board
    Backlog tab on Agile Board.

    Sprint Planning

    The Sprint Planning tab of the Agile board shows the team backlog and sprints as sections, which contain the list of stories. You can create, edit, and plan for sprints using the options available in this tab.

    From the Sprint Planning tab, you can:
    • Create, organize, monitor, start, and complete sprints.
    • View current and future sprints in chronological order.
    • View planned start and end dates, story points, percentage group velocity, and the number of story points (total, complete, and pending) for the current sprint.
    • Assess stories in the backlog and drag them to sprints.
    • Add stories to the backlog and set up their order of implementation.
    • Move unfinished stories from the completed sprint to the backlog or to a future sprint.
    Figure 2. Sprint Planning tab on Agile Board
    Sprint Planning tab of Agile Board.

    Sprint Tracking

    From the Sprint Tracking tab, you can track the progress of your current sprint in a Story board, Task board, or list view.
    Story board
    • Track all the stories of the current sprint across lanes.
    • Move a story from one lane to another, which updates the state of the story.
    • Filter stories by search criteria.

    For more information, see Track progress of stories for a sprint in Agile Development 2.0.

    Figure 3. Sprint Tracking in the Story board view
    Sprint Tracking in the Story board view.
    Task board
    The Task board enables you to track all the scrum tasks for stories of the current sprint across lanes. You can:
    • Move scrum tasks from one lane to another, which updates the state of the stories.
    • Filter scrum tasks by search criteria.

    For more information on tracking your scrum tasks using the board view, see Track progress of scrum tasks for a sprint in Agile Development 2.0.

    Figure 4. Sprint Tracking in the Task board view
    Sprint Tracking in the Task board view.
    List
    The List view displays scrum tasks and tests for the stories of the current sprint. In the List view, you can:
    • Add scrum task and tests without leaving the context of the record.
    • View the state, short description, and assignee of the scrum task.
    • View the short description and result of a test.
    • Assess scrum tasks and tests that are still pending before the current sprint is closed.

    For more information on tracking a sprint's progress using the List view, see Track sprint progress in Agile Development 2.0.

    Figure 5. Sprint Tracking in the List view
    Sprint Tracking in the List view.