To complete the request for a freebie version of agemba, you have to fill out details needed for creating a user profile and a freebie account (aka site) and project.

When you click “Setup Account” you will be redirected to a screen requesting you to login to your newly created project.

Note:

1. You will not be able to change your username (using your email address as the username is not required, but just suggested)
2. The name of the site/account and project will be used both for setting the title and system name. The title of the site or project can be changed later on (by you or another system administrator), but the system name (which is used in the URL and for referencing) cannot be changed without contacting support.

Epic are larger stories. In the Storymap Tree you can have as many levels of epics as you like to describe the project. Once you reach a level which cannot be broken down into smaller parts, you create stories. 

Epics can be planned to releases, but cannot be put in sprint – only stories can go into sprints. 

The state of the epic will always follow the state of the stories/epics below it.

Below is an illustration of an ordinary Story, highlighting common icons displayed on cards and what they represent:

A circle is a unit or project within the organization containing one roadmap and one product backlog. From the Scrum perspective, you can look at it as a team responsible for a specific part of the work in the organization.

You assign (invite) users to the circle.

In the Storymap view, all the items in the Storymap Tree are shown top-down. You may choose to show only part of the tree by selecting Why, What, Who or When from the menu at the top. If you want to show contents from only a specific card and down, then click on the card to make it current. The card will then appear in the selection menu at the top.

Panes

Three panes are available in the Storymap view. You may select different parts of the tree in the different panes and including last selected from the pane’s dropdown; see example in screendump below:

You can drag items from one pane to another. This makes it easier to move items or create relations between subtrees.

Relations

A relation could be that a story is part of a sprint. The relation is shown as a line between the story and the sprint cards. You can hide or show different types of relations in the View menu at the top. 

Click here to see different types of relations.

Impact Map

The Impact Map is available in the Storymap to give a quick overview of the impact a specific story or other item has, such as when and where it is planned, what it solves or what depends on it.
It shows the card centered and all the other items impacted by it, suspended around it as can be seen in the snippet below:

To see the Impact Map of a particular story or any other item in the Story Map, right click its card and there should be a menu item to do that.
Once open, the details of any of the cards can be seen by clicking to select and then unfolding the right pane.
To close the Impact Map, click anywhere outside the cards on display.

Delegating to Other Circles

Delegation can be done when the Circle is part of an organization that has multiple teams working in different Circles i.e. with individual product backlogs, and work needs to be shared between them. All the different types of Epics and Stories can be delegated to and from Circles, from their context menu accessible via right click or menu icon. The only requirement is that connection between the Circles should have been established in the Circle Map. More on delegation here.

Keyboard Shortcuts

Enter key will open a modal window with the overview of the currently selected card.

Alt key held down and drag from one card to another, except from Releases/Milestones, creates a relation between them.

Up, Down, Right and Left arrow keys switch selected items, respectively.

Esc will close any open modal windows or forms.

Move this entity to a different place in the StoryMap tree. This may require a type conversion.

Acceptance Criteria

In this tab you can add and see a list of acceptance criteria for the current entity (story, epic etc.).

You can change the state of each acceptance criteria by clicking on the “Edit” button and select a new state. There is currently no workflow concerning the state of the Acceptance Criteria. It is only used as information to the user.

Product Backlog View

In the Product Backlog View you can prioritize epics, stories etc. and order these in releases and sprints. Unplanned items can be dragged in from the left pane.

Release and Sprint Main Pane

In the right pane you can view and add releases as shown below:

You can then create sprints within the releases.

You can drag items (epics, stories, issues etc) into a release or sprint. Use drag and drop to reorder items. If you want to remove an item from the release or sprint, right-click on the item and select “Remove from Release”.

Kanban Lanes

Kanban is a lean method to manage and improve work across human systems. This approach aims to manage work by balancing demands with available capacity, and by improving the handling of system-level bottlenecks.

A Kanban lane can be created here and will appear right below the last Release lane. See Kanban lane for more details.

Indirectly Planned Cards

If you drag an epic to a release and the epic has unplanned child stories, these are indirectly planned to the release. But only the epic card (not its child cards) are visible in the release. This is to simplify the view.

The indirectly planned children are only shown in the left pane in the “Detailed Planning” mode described above. They are not shown in the left panes other lists with unplanned items.

If all the children of an epic or theme are planned to releases or sprints, then the parent item is indirectly planned to the last release containing one of its children.

You can see on the card icons, if it is planned to a release or sprint. If you open the modal window for a story or epic, you can see, to which release or sprint it is planned directly or indirectly.

Preplanned List

A Preplanned list can be included in the Product Backlog in very much the same way as a Release. 

Impact Map

The Impact Map is available in the Product Backlog to give a quick overview of the impact a specific story or other item has, such as when and where it is planned, what it solves or what depends on it.
It shows the card centered and all the other items impacted by it, suspended around it as can be seen in the snippet below:

To see the Impact Map of a particular story or any other item in the Product Backlog, right click its card and there should be a menu item to do that.
Once open, the details of any of the cards can be seen by clicking to select and then unfolding the right pane.
To close the Impact Map, click anywhere outside the cards on display.

Keyboard Shortcuts

Enter key will open a modal window with the overview of the currently selected card.

Ctrl + E  loads the edit form for a selected item

Up and Down Arrow keys will select items up and down the left pane list as well as the main view, respectively.

Esc will close any open modal windows or forms.

A site is an organization account.

Within a site you can create one or more circles. It is the circles that contain Product Backlogs, teams, milestones etc.

Most users belong to one site and have access to one or more circles within the site. It is possible though, to have access to more than one site.

At site level you create the circles and define the relationships between circles (in the Circle Map).

In the Dashboard view at site level, you can see items and activity log across circles within the site. 

Release Card

A release is a special type of milestone. It is the base for the planning in the Product Backlog. 

Releases are displayed as cards in the Storymap Tree in the “When” section. Releases may contain one or more sprints.

Effort Estimate

You can estimate the effort which it will take to implement the story.

An effort estimate is given as both a 50% value (I am 50% sure that the story can be completed with this estimate) and a 90% value (I am 90% sure that the story can be completed with this estimate). Logically, the 90% value is always the largest.

The size of stories is estimated in story points  (0, 0.5, 1, 2, 3, 5, 8, 13, 20, 40, 100).

Smaller stories can usually be estimated more precisely. Therefore the distance between available story points is smaller at the start of the range.

If the story is too big to be included in a sprint or too complex to be developed, then you should create it as an epic instead.  Before implementation, the epic should be split into more smaller stories (created as children of the epic).

Value Estimate and Kano Type

Likewise, the value of the story can be estimated. First you have to access whether this story even has a value or if it is too small to have a value of its own. Then you evaluate its value type based on the Kano assessment.

If the story is a Must have, then there is no point in determining the value – it needs to be implemented no matter what (and the value is therefore automatically set to follow the effort estimate).

If the story on the other hand is an Exciter or a Satisfier, you can set the value estimate as a 50% and 90% number (I am 50% that the value is this high, but 90% sure that the value is at least this high) – the 90% number is logically the lowest.

If the story is of Kano type Indifferent or Reverse, then it obviously has no value.

Effort and Value Aggregation

Both the effort story points and the value estimations are summarized to the above level in the Storymap Tree. If no value has been entered, a default value (e.g. 5) is used in the calculation.

Ideas can be both concrete suggestions as well as more vague comments about how end-users see the product/outcome of the project. They could for instance be the result of a user survey.

Ideas are placed in the “Why” part of the Storymap Tree. 

Below is an illustration of an ordinary Story, highlighting common icons displayed on cards and what they represent:

Storymap Tree

All stories, issues, milestones etc. in Agemba are organized in the  Storymap Tree. You can view and maintain the tree structure in the Storymap view (tree is shown as cards top-down) or in the Outline view (tree is shown as an indented list tree).

Story map in agemba is a fully interactive visual representation of values (Why), users (Who), solutions (What) as well as a timeline (When) for providing transparency throughout the
organization.

The “Why” section

Includes ideas and issues, impediments and improvements. 

Ideas and issues are often based on direct input from users. More users may have reported issues, that are partly overlapping. Or they may come up with similar ideas explained from different user perspectives. 

The entities can be organised below a tree of the corresponding epics. One grouping could include issues from a specific customer or ideas from a user event. Or ideas could be grouped depending on the type of idea addressed.

Issues and ideas in the “Why” section will often be implemented by stories in the “What” section, see description of an Implemented Relation. They can also be planned directly to a release or sprint.

The “What” section

Includes stories and infrastructure stories. 

Entities in the “What” section are also organised in a tree structure, where epics may contain other epics. Stories are the leaves of the tree. At the top of the “What” subtree, epics can be grouped into themes.

Epics are not just for grouping. Like stories and ideas etc., epics also has a user story text.  If a user story is too big (in effort time) for a sprint, you should create an epic. Below the epic you can detail the user story of the epic into smaller stories. Implementing all the stories below an epic means that the epic is implemented.

The stories in the “What” section are typically more concrete and “worked through” than the ideas in the “Why” section. In an organised way, they describe “what” is going to be features in the product. As mentioned above, stories and epics may implement issues and ideas from the “Why” section.

Infrastructure stories are basic features described in a more technical way. Ordinary stories and epics will often depend on these to be finished first, see the description of Dependency Relations. 

The “Who” section

Includes User Personas.

You can create a User Persona to represent a customer, an internal group or any other person or group. You can then create e.g. Interest Relations from this User Persona to epics or stories.

This makes it easy to keep track of the stories, which e.g. a customer has an interest in.

The “When” section

The When card allows you to establish Milestones, Releases and Sprints alongside the story mapping and link the relevant ones when necessary.

Inboxes

The Inbox is for new created stories etc. which are not initially placed in the Storymap. Read more here.

Circle Map

The circle map is for organizations who wish to have more than one scrum team, where each team has their separate Product Backlog.

You can have one or more Primary Circles, each with their own Product Backlog. Other types of circles (Customer Circles, Supplier Circles etc.) also have their separate Product Backlog.

Delegation of User Stories between Circles

If you add a relation from e.g. a Customer Circle to a Primary Circle (called “Partner Team” in the illustration), it means that the team in the Customer Circle can delegate user stories from their Product Backlog to the Primary Circle for implementation.

Please see Delegate to another circle for more details about delegation.

How to create a Circle and Relation in the Circle Map?

To add a new circle, right click on the circle map and select the circle type in the context menu. The new circle added will also be available in the circle selection in the Main Menu (Read More).

To create a relation between two circles, hold down the “Alt” key while you drag the relation from one circle to another. A window will be loaded where the direction of the relation can be changed, default is bidirectional, and also a description or manifest of the relation can be added before creation is complete. In case the two Circles were already connected, then a window with the Edit tab selected will be loaded to allow editing of the same properties. Otherwise the relation can be edited from the context menu which is accessible via right click on the relation.

Circle Manifest and Traffic Light

Each circle should have a Manifest describing the purpose and scope or the circle. If you place the cursor over a circle, a popover will show the manifest.

If there are some problems in the circle, you want to draw attention to, you can change the traffic light of the circle to yellow or red. Write a traffic light comment to describe the problems. The traffic lights are shown at the right side of the circle cards.

Teams in Circles (Read More)

A circle has one Product Backlog and usually one team to handle the backlog contents. However, you also have the option of dividing users in to multiple teams within the circle.

Planning Relations

In Agemba you can create the following planning relations to milestones, releases, sprints and preplanned lists.

• • Milestone Relation
    If you add a relation from e.g. an epic to a milestone, it means that the epic must meet the deadline of the milestone. 
    You can have relations to milestones from: stories, issues, ideas, impediments, improvements, notes, epics and themes.
  • Release Planning Relation
    A relation from e.g. an epic to a release means that the user story described in this epic will be part of the release.
    You can have relations to releases from: stories, issues, ideas, impediments, improvements, notes, epics and themes.
  • Sprint Planning Relation
    A  relation from e.g. a story to a sprint means that the user story described in the story will be part of this sprint backlog. A sprint is always part of a release, so the story will also be part of this release.
    You can have relations to sprints from: stories, issues, ideas, impediments and improvements.
  • Preplanning Relation
    A  relation from e.g. an epic to a preplanned list means that this epic is not yet planned to a release but merely “preplanned”. Preplanned lists are for grouping the epics in what might become a release with a specific release date. It is for ordering epics and emptying the list of unplanned stories shown in the left pane of the Product Backlog.

Note that you cannot have a relation from a theme, epic or note to a sprint. The typical way to work is that you drag an epic to a release in the Product Backlog window. Before and during the sprint planning, you detail the epic into stories. You then add the stories to the sprints.

Creating Relations

All item relations can be created by dragging the desired item and dropping on the item to link to, while in the Story Map. This is also possible while in Outline but specifically for planning relations.

Holding down the Alt key on the keyboard and repeating the drag gesture described right above, while in the Story Map, will drawn a line that will then link the two items. 

All other item relations apart from its planning relations, can be created from the Relations tab when its modal window is open.

Planning relations can be created in the Edit tab.

Implements Relation

If an idea is implemented by a story, it means that the story “includes” the idea during the implementation and during the planning. The idea is not planned to a release or sprint by itself but via the story.

You can still see the state (Created, Done etc) on the idea card, but it will to some extend mirror the state of the implementing story. So if you set the state of the implementing story to “Done”, it should mean that the story and the ideas, it is implementing, are all done.

It is always an entity in the “What” part of the Storymap Tree (story, infrastructure story or epic) that implements an entity from the “Why” part of the Storymap Tree (issue, idea, impediment, improvement or the corresponding epics).

Dependency Relation

The “Dependency” relation means that a:

• Story or epic

waits for an:

• Infrastructure story or infrastructure epic

to be completed, before it can be completed.

Interest to Relation

An interest relation can be setup to describe that a given functionality is of interest to a user persona. This is primarily for categorizing stories according to user personas and will not have any impact on the workflow.

How to see a relation in Agemba

All non-planning relations are shown in relations tab.

In the Storymap view you can see the relation as a line between two cards (e.g. between a story and a sprint card). In the Product Backlog sprint you will just see the story in the release or sprint box.

Sprint Backlog View

The Sprint Backlog view is a daily tool for the sprint team to keep track of the sprint progress.

Stories with the highest priority have been added to the sprint in the Product Backlog view. The total effort estimate of the stories in the sprint must match the resources available in the sprint period. 

Each Team in a circle has its own tactical queues, zero to one set of Sprints (a series of non-overlapping lanes) and 0-N Kanban lanes. If there is more than one Kanban lane, it will be because the Team offers different classes of services, e.g. different workflows for different service requests.

Tasks can be created directly in the lane a Story is in, using the icon.

“State” Lanes

In the Sprint Backlog view, the team creates tasks for each user story. The Sprint Backlog view has lanes for “To Do”, “Progress” and “Done”. All stories with their tasks start in the “To Do” lane. When a task implementation is initiated or finalized, it is moved to the next state lane. Lanes running across columns with sub-states will be denoted with “DONE” to indicate completion in that sub-state.

Kanban Lanes

Kanban is a lean method to manage and improve work across human systems. This approach aims to manage work by balancing demands with available capacity, and by improving the handling of system-level bottlenecks.

If created in the Product Backlog, Kanban lanes will appear right below the Sprint lane as can also be seen in the screen dump above. See Kanban lane for more details.

Impact Map

The Impact Map is available in the Sprint Backlog to give a quick overview of the impact a specific story or other item has, such as when and where it is planned, what it solves or what depends on it.
It shows the card centered and all the other items impacted by it, suspended around it as can be seen in the snippet below:

To see the Impact Map of a particular story or any other item in the Sprint Backlog, right click its card and there should be a menu item to do that.
Once open, the details of any of the cards can be seen by clicking to select and then unfolding the right pane.
To close the Impact Map, click anywhere outside the cards on display.

Keyboard Shortcuts

Enter key will open a modal window with the overview of the currently selected card.

Ctrl + E  loads the edit form for a selected item

Up and Down Arrow keys will select items up and down the left pane list as well as the main view, respectively.

Esc will close any open modal windows or forms.

Note Card

In the initial high-level planning in the Roadmap, you may not want to care about types (epics, stories etc). Instead you may create all the draft activities as notes. Notes can afterwards be converted to specific types in the detailed planning .

Notes are visible in the Storymap Tree like all other items. If they are created via the Roadmap, they are placed below themes in the “What” part. You may also create notes below epics directly in the Storymap or Outline window.

Why notes should be converted to other types?

Notes are meant to be used in the first draft planning. They are easy to delete, if you change your mind about the planning activities. Notes cannot have children in the Storymap Tree (like themes and epics), and they do not have a state. This means that you cannot set the note to e.g. “Ready” or “Done”.

In the detailed specification in Storymap or Outline windows, you will usually convert notes to epics or stories.

Edit Details

In the “Edit Details” tab you can edit basic information like title, user story, value estimates, effort estimates etc.

When you finish editing the information, you need to press one of the “Save” buttons at the top of the tab. If you don’t want to save your changes, you need to press “Discard” before you can close the modal window.

Comments

In the “Comments” tab you can view and write comments concerning the item. You can also make replies to existing comments.

Make Comments to Specific Users or Teams

If you want to be sure, that specific users or the users of a team are reading your comment, you can mention the user or team in you comment. Write “@” in your comment followed by the user or team name. 

As soon as you write @, a popup list with users and teams will appear. Select the user or team, you want to address. 

Read more about editing comments here.

How does the User see his Unread Comments?

The user will now see a wide button in the activity logs, to inform him, that he must read and confirm the comment.

In addition to this, a digest mail to the user will include his unread comments. The frequency of digest mails depends on the system setup. I.e. whether it is send once a day, once an hour or with some other time interval. The digest mail is only send, if there are new comments or assignments made after the previous digest mail.

Activity Logs

In this tab you can see a history log of all the changes made to this entity. This includes:

• Changes made by the user in the “Edit Details” tab in the modal window.
• Changes made by the system as a result of other changes. For instance the aggregated Value Estimation on an epic is updated by the system, if a user has changed the Value Estimation for a child story.
• All comments added by users for this entity. 

Filter Logs

At the upper right corner of the Activity window, you can select different filters to limit the logs displayed. For instance you can choose to show “Activity without system logs” to show only changes made by users.

You can also choose to see comments only. This is the same as displayed in the “Comment” tab. But in the “Activity” tab, you have filtering options (unread comments etc.), which you do not have in the “Comments” tab. This is to keep the “Comments” tab simple, while providing the more complex flexibility in the “Activity” tab. 

Overview Tab

In this tab you get a read-only overview of the basic information as well as a list of relations, attachments etc for the current element.

The exact information displayed depends on the type of entity (story, epic, release etc.)

Note that the same information can be seen in the Right-Panel Details overview.

Attachments Tab

The “Attachments” tab shows all the images and files uploaded to the current entity.

Upload and add Links from Text Editor

When you are editing a text (a user story, a description, a comment etc.) you can insert an image or a link to a file in the text. If you drag a file to the editor area, the file is automatically uploaded as an attachment and a link to the attachment is added in the text. 

Note: The editor area needs to be selected in order to paste any content from the clipboard.

You can also link to an already uploaded file or image from the text editor. If you click on the image icon in the editor menu, a window with the images and files uploaded for this entity is opened. Select the file to link to.

Upload directly in the Attachment Tab

You can also upload files directly in the attachment tab. These are not linked to from any texts, but you can add the links from the text editor afterwards.

Milestone Card

Basically, the milestone specifies a deadline. Milestones are visible as cards in the Storymap Tree in the “When” section. 

Themes, epics and stories etc. can be linked to the milestone to indicate that they must meet the deadline.

In Outline, milestones can be shown in the timeline. In Roadmap they are placed in a special lane.

Milestone Types

There are different types of milestones (delivery in, delivery out etc.). They work basically the same but the type indicates the kind of deadline to the reader of the Roadmap, Outline etc.

Delivery In Milestone
This milestone is intended specifically for use when a delivery in regards to the
ongoing initiative is expected from an outside party or such. For example when
expecting a brochure from a publisher within a given time period.

Delivery Out Milestone
Contrary to the Delivery In milestone, this is intended for use when setting
milestones for specific story map items that are to be delivered to an outside party
within a given period of time. This could for example be building hardware that is
meant for use in another setting.

Deadline Milestone
Factors from outside the scope of an initiative such as The Law or company
mandate often change and may require that some items of the story map be
completed within a certain time period. For instance, in an ongoing initiative to
build a fully fledged website, the board members may require to have a single page
website built in the meantime while the main website is in progress.

Ordinary Milestone
An ordinary milestone is reserved for the product owner to use for establishing
milestones based on his/her own preferences.

A release is a special kind of milestone. Like a simple milestone, it has a deadline. But it is also the base for the Product Backlog planning.

Relations from Themes, Stories and Epics to Milestones 

You can link stories etc. to the milestone in different ways:

1. From Roadmap and Storymap: Hold down the “Alt” key and drag an arrow from the theme, epic or story to the milestone.
2. Open the theme, epic or story modal window (double-click). From the “Relations” tab, you can select a milestone.
3. Open the milestone modal window. From the “Relations” tab, you can select stories etc.

The above ways are also possible to link stories etc. to a release or sprint. Normally you will however use Product Backlog for the planning of releases and sprints.

Go to Storymap and show this entity in the Storymap tree.

Change state of entity. Set this state, if the story is not relevant (at least for now).

Changes the state. Means that the entity has been described and is ready for implementation.

Go to Outline and show this entity in tree.

Changes the state. Means that you want to start preparing the story.

List View

You can access the List view from the Main Menu in both “site” and “circle” mode. At the “site” level, the lists will show items for all the circles within the site while at the “circle” level, only items for the current circle are displayed.

From the List view you have access to various lists of epics, stories, releases etc. For each list, columns to show and a filter to apply are defined to select the items to include in the list.

Select which list to display

A number of predefined system lists exist.

At the top menu bar you can see the name of the current list (“All Recently Edited”).

You can switch to see a different list via the menu.

Some users are allowed to create their own lists. Therefore the available lists shown in this example may not be the same as the ones, you see.

Pages and page size

If the list has many items, the items will be organized in pages. You may change, how many items are displayed at one page by selecting “Number of Rows” from the menu.

At the bottom of the browser window, you can navigate to the previous and next pages. If you scroll through the items with the “Arrow up/down” key on the keyboard, you will automatically move to the previous/next page when you reach the top/bottom.

Search for Contents

If the list is long, you may also want to search for specific items within the list.

In the search field at the upper right, you can enter a search text. This is a so-called freetext search, meaning that you will get all items of the original list, where the search text is part of the title, the user story, attachments etc. You can also enter a specific id in the search field.

If you want to make a more column specific filtering (e.g. only show specific types or items after a create date), you can open a row with filter input fields. Open the filter row be selecting “Show Filters” from the “View” menu.

In the example, the user has entered a filter showing “Story” type only. He could have chosen more than one specific types and only some states.

Detailed information about item

If you press the button at the right corner of the list view, a side-panel is opened. It shows the details of the currently selected item.

Export to Excel or PDF

From the “Export” menu you may export the currently selected list to Excel or PDF.

Customizing Lists

Depending on your user rights, you will have access to customize lists to some extent for your personal use or to share with others. From here you can copy existing lists and filters, customize the columns and filters and save your personal list or filter for later use. See details on Customizing Lists.

A circle can have one or more teams of users. A user can be part of more teams.

Teams and Circles

In general you should consider the users of a circle as one team. They have one Manifest and one Product Backlog. It is good practice to create a basic team in the circle with all users in the circle.

But you can also create more teams with certain responsibilities. E.g. a team with all developers in the circle. This makes it easier to mention in comments or assign tasks to a group of people.

Team Roles

You must assign a role to a team (Limited User, Regular User or Leadership User). All users in the team get this role. Some functionality in Agemba is only available for users with a certain role. Read more about Circle Roles.

How to add Teams?

In the “More” Main Menu select “Circle overview”. In the “Teams” tab, you can add teams.

Note that not all users in the circle are allowed to add teams. But all the users can see the list of current users and teams in the Circle overview.

Open Right-Panel Details Window

From some of the main windows (StoryMap, List etc.), you can open and close a “details” window by clicking on the  icon at the right side border of the main window.

If you open this window, it will show details of the story, epic etc. currently selected. Click on a card in the Storymap or a list item in the List view to see the details.

The Agemba Main Menu

The main menu gives you access to the different windows related to the current Site and Circle. You can see the name of the current Site and Circle on the menu bar. If you have more Sites or Circles, you can switch to these (Read More).

“Site” Menu Entries

• Dashboard
• Circle Map
• List

“Circle” Menu Entries

• Dashboard
• Roadmap
• Outline
• Storymap
• List
• Product Backlog
• Sprint Backlog

Current Site and Circle

In the main menu, you can see the Site and Circle, on which you are currently working (marked with red in the figure below).

In the figure example, the user is currently working on the site called “AgileLeanHouse” and on the circle (i.e. project) called “Website”.

Switch to a different Site or Circle

If you have access to more circles within the site, you can switch to a different circle in the menu (arrow-down icon next to the current circle name). For users with access to more sites, they will also see a menu arrow next to the site name, where they can switch to a different site.

Toggle menu entries for Site or Circle

In the main menu, you can switch between seeing menu entries relevant for the current “site” and menu entries relevant for the current “circle”. You can toggle between these two modes by clicking on the site name or on the circle name.

In the above figure, you see the menu entries relevant for a site (because the user has clicked on “AgileLeanHouse”). The views relevant for a site are typically overview information across circles within the site.

Sprint

A sprint is a time-box of one month or less after which a “Done”, useable, and potentially releasable product Increment is created (this is the official definition in the Scrum Guide).

Sprints are visible as cards in the Storymap Tree below releases in the “When” part.

Sprint Planning

In most cases, sprints are created in the Product Backlog. A release may contain one or more sprints with a start and end date. In the sprint planning, the Product Owner and the team will add stories spanning the time period in effort days.

The team can define tasks for each story to further detail implementation chunks. Tasks are created in the Task tab of the story modal window or in the Sprint Backlog.

Note: You can only add stories, issues and ideas to the sprint. Not epics or themes.

Sprint Implementation

During the sprint period, the team will mark the tasks as done, while they finish each task. Agemba will automatically set a story to done, when all the story’s tasks are done.

The team uses the Sprint Backlog to change the state of stories/tasks and to follow the progress.

Story Cards

Stories are visible in the StoryMap Tree in the “What” section. Like epics, ideas etc, it has a user story text describing a request seen from the user perspective.

Below is an illustration of an ordinary Story, highlighting common icons displayed on cards and what they represent:

Epics vs Stories

In the Storymap Tree, epics and stories are visualised as parents and children in a tree. The epics are the parents with the high-level user stories, and the stories are the children with the smaller (in effort time) user stories.  

If a user story is too large to be completed in one sprint it should be created as an epic.  The epic card can then have a number of story card children. In general the child stories should cover the requirements of the parent epics.

It is not always obvious in the initial planning, whether an epic or a story should be created. You can later on convert a story to an epic and vise versa. There are some limitations, though.  For instance you cannot convert an epic to a story, if it has children. And you cannot convert a story to an epic, if the story is already placed in a sprint (because epics cannot be placed in a sprint).

The Roadmap is a high-level overview of milestones and steps. It gives you a starting point for your initial planning as well as a top-level view of the progress. The planning may be detailed in Outline, StoryMap and Product Backlog.

Add/Remove Lanes (Themes/Infrastructure-Themes) to the Roadmap

Initially the Roadmap contains a “When“ lane where you can add milestones (see below).  

In addition to the “When” lane, you may add lanes in the Roadmap for each theme and infrastructure-theme, you want to be visible in the Roadmap.  When you add a lane, you can either:

1. Create a theme/infrastructure-theme for the new lane directly in the Roadmap. The new theme will also be visible below the “What” section in the StoryMap tree.
2. Select an existing theme from the StoryMap tree and use this theme as the base for the new lane.

You can create or add a theme lane from the “Add” menu. A menu list with the options described above will be shown.

Lanes can be removed from the Roadmap by right clicking them or clicking their menu icon to access remove from Roadmap function.

How to get started with Milestones?

As mentioned above, the Roadmap contains a “When“ lane where you can add your milestones. Right-click on the lane and select the type, you want to create. You may also create a release as a special type of milestone. The stories in the release can later on be detailed in the Product Backlog.

Milestone Deadline

The default deadline of a new milestone depends on, below which date you right-click in the lane. 

You may afterwards change the deadline by double-clicking on the milestone card and edit the date in the input window or by dragging the milestone item to the left or right. Dragging can be enabled and disabled from the Tools menu located at the top-left or from the item’s context menu.

Plan Stories and Epics in the Theme/Infrastructure-Theme Lanes

You may now start the planning of contents in the theme lanes. You can add stories and epics already created in the Outline or StoryMap tree windows.

In the initial draft planning you may instead choose to create notes directly in the Roadmap. The notes created in the Roadmap will also be visible in the StoryMap tree below the themes. The notes can later on be converted to stories or epics.

Lane items can be removed by right clicking them or clicking their menu icon to access remove from Lane function.

Connect Items to Milestones

You may specify that a note, epic or story is related to a specific milestone or release. Hold down the “Alt” key and drag from the note/epic/story to a milestone or release card. A line is drawn to indicate the relation. The new relation also exists, if you view the items in the StoryMap or Outline.

Alternatively, the same can be done from the item’s Edit or Relations Tab, accessible via right click.

Right click an existing connection to access the delete function.

Subscribing to Milestones and Releases

Milestones and Releases that have been activated and included on the Roadmap in a Circle, can be subscribed to by any other Circles within the same Agemba Site. Subscribing to a Milestone or Release means that it will be replicated in the subscribing Circle’s Roadmap, with the exact same properties. This will enable the members of the subscribing Circle to be able to view its properties, follow its progress and also start a dialogue around it with the team in the originating Circle.

This is done from the When lane’s context menu, accessible via right click. A selectable list of Circles and the different Milestones and Releases in them that can be selected, is loaded. Find the specific Circle and then navigate to the Milestone or Release to subscribe to. In case a specific one is missing, then check to make sure that it has been included in the Circle’s Dashboard and is activated.

On the subscribing Circle, the subscribed Milestone or Release will have the icon , as an indicator.

If a subscription is no longer needed for one reason or another, it can be cancelled from the subscribed Milestone or Release’s context menu, accessible via right click or menu icon on the card.

Current Date Indicator

A current date marker has been included in the timeline to assist the user in putting things into perspective

Easy access to Detail Overview

Like many of the other views, details of Items displayed in the Roadmap can be seen by selecting the particular item and unfolding the right pane.

Keyboard Shortcuts

Enter key will open a modal window with the overview of the currently selected card.

Alt key held down and drag from one card to another, except from Releases/Milestones, creates a relation between them.

Ctrl + Right arrow key will nudge a selected Roadmap item a step forward in time.

Ctrl + Left arrow key will nudge a selected Roadmap item a step back in time.

Up, Down, Right and Left arrow keys switch selected Roadmap items, respectively.

Site and Circle Dashboards

Agemba has two dashboard windows, one at site level and one at circle level. You can access the Dashboard window from the Main Menu.

What is a Dashboard

A dashboard page contains a number of dashlets with relevant focus lists, activity logs, charts etc. If more than one page is needed, you can switch between pages by clicking on the arrows at the page sides or the bullets at the top.

More Dashboards available

You may have more dashboards available at site or circle level. From the menu at the top right of the window, select “Show Dashboard List”. A panel with a list of dashboards and dashboard pages then appears. Click on a dashboard or page to switch to.

What are User Stories (descriptions)?

User stories are descriptions of a feature told from the perspective of the person who desires the new functionality. They typically follow a simple template:

     As a < type of user >, I want < some goal > so that < some reason > before <some time >.

You will probably have some requirements from customers, others from different types of ordinary users etc.

The when part of the user story can be set using the Required When date.

Relations

In the “Relations” tab you can see and/or add relations between entities. You can see a description of the different types of relations here. Note that planning an item is done in Edit Details form, read more here.

The view shows all the types relations that can be added for this specific item. When a relation is created it can carry a description, which explains the purpose of this relation. An existing relation can be edited (to update the description) or deleted.

If you want to create a new relation from the current item, start typing the id or title of the item, to which you want to create a relation, or browse to find the item by clicking the folder icon.

If you want to check out agemba before deciding on whether to buy a license, you can get a freebie version.

In this version you will be able to check out the functionality in agemba in a single circle (aka project) and add a limited number of other users.

Note that some features such as tactical planning in sprints, issue tracking, working with teams, etc are not available in the freebie version.

When you request a free agemba account, a confirmation email will be send to the email address you submit. You can then follow the link in the email to setup you account.

Agemba-Jira integration

What does integrating Agemba with Jira mean?

The whole idea behind integrating Agemba with Jira is simply to allow strategically organized work (Stories) in Agemba to be delegated to Jira for implementation. With this structure, a clear-cut overview is still maintained in Agemba while implementation in Jira is uninterrupted. As such, there will not be any pressure for development teams that are highly effective in working with Jira to have to readjust to the introduction of Agemba. It is important to note that this is different from what would qualify as a Jira Plugin which would require installing it onto Jira.

Preconfiguration

Before Jira-syncing can be enabled in Agemba, some configuration is required both in Jira & Agemba. The assumption here is that a Jira project is already setup or should be setup before proceeding with the rest of the steps outlined from this point on.

Prepare Jira User
A Jira user is required to facilitate the process of syncing a Circle (project) in Agemba to a Jira Project. Such a user should have the Jira permissions Create Issues, Edit Issues and Add Comments. By default, these permissions are auto-set in the Jira user groups jira-core-users & jira-software-users. Therefore a user belonging to these groups should suffice.
NB: This user should NOT have Admin rights.

Create API Token for Jira User
An API token is necessary for authorizing Agemba as an API in Jira with the Jira user created in the section above. This needs to be created manually following the process described below:

• Login to https://id.atlassian.com/manage/api-tokens using Jira user credentials.
• Click API tokens, then Create API token.
• Use Copy to clipboard, and paste the token to your somewhere secure and easily accessible.
• Alternatively, follow the guide here for an updated version on how to create an API token.

Setup Jira Sync License Module in Agemba
A special license module is required to be able to sync a Circle with a Jira Project, at the Site level in Agemba. A Site Admin can do this from the License Tab in the Site Overview Modal view in Agemba just like with any other license module. Once this license module has been setup, then any of the Circles within that Site can be synced with a Jira Project.

Configure Jira Sync Properties for Agemba Circle(Project)

NB: To proceed with this, the preceding steps above must have been followed.

For every Circle that is to be synced with a Jira Project, certain Jira properties must be configured in that Circle in Agemba. Below is a Screen dump of Jira Configuration for a Circle:

Configurable Jira properties in Agemba are:

• Jira Sync Status
  A display only field, that indicates the current status of the Circle synchronization with the configured Jira project. It can be;
  • Paused – Syncing has been deliberately set on pause.
  • Active – Syncing is currently enabled for this Circle.
  • Invalid Credentials – Syncing failed because the Jira credentials provided could not be authorized in the supplied Jira Server Url.
  • Invalid Project Key – Syncing failed because the supplied Jira Project Key could not be found in the supplied Jira Server Url.
  • Jira User Permission Check Failed – Syncing failed because the provided Jira Server User Name does not meet the permission requirements. Please see the Jira Server User Name point below.
  • Connection Error – Syncing failed because connection to the Jira Server Url supplied could not be established; possible reason could be that Jira is down.
  • Unknown Api – Syncing failed because the data received from the supplied Jira Server Url could not be processed by Agemba. This would most likely mean that Api version of Jira is different from what is supported in Agemba.
  • Corrupted – Syncing failed because of an internal failure in Agemba during the process of syncing data. This situation requires action to resolve. 
  • Unknown – Syncing failed and the reason could not established decisively.This situation requires action to resolve.

• Jira Project Key
  The unique identifier value of the Jira project to sync the Agemba Circle with. It usually starts with an uppercase letter followed by one or more uppercase alphanumeric characters and max length is 10 characters.
• Jira Server Url
  The Http path that points to the Jira instance that this Circle will be synced with;
  e.g ‘ https://your-domain.atlassian.net’
• Jira Server User Name
  The dedicated username for the user, in Jira, that will be used by Agemba to synchronize with the project in Jira. See the Prepare Jira User section above.
• Jira Server Api Token
  See Create API Token for Jira User section above.
• Jira Status Map
  Map the possible Jira Issue statuses with the corresponding Agemba states. This is necessary so as to be able to sync the state of a delegated Agemba Story to the status of the corresponding Jira Issue. As such, it is only allowed to have a single Jira status mapped to an Agemba state. Jira Statuses are loaded automatically from Jira.
• Jira Type Config
  This section(s) of the configuration shows the Jira Issue type and what Agemba Story type it is mapped to. If there are any compulsory fields for that Jira Issue type that have to be set when creating in Jira, it will be listed to be configured. The configured compulsory fields will then be used as default values when creating the Issue in Jira.
  A Label can optionally be set to be used to label Issues created in Jira, from Agemba. 

Test Jira Connection
There is a possibility of testing Jira properties of a Circle at any time which also includes before saving them. This can be done using the ‘Refresh Config from Jira’ button found at the top left corner of the Jira Configuration Tab. This will also load any missing configuration fields from Jira.

Updating Circle Jira Properties
Some of the configured Jira properties on a Circle in Agemba can be updated or changed, more specifically; Jira Server User Name, Jira Server Api Token, Jira Status Map and compulsory fields under Jira Type Config. The other properties i.e Jira Project Key and Jira Server Url cannot be changed or updated once set.

Delegating Agemba Story to Jira
Once the Circle in which a Story resides has been successfully synced with a Jira project, it will be possible to delegate that Story to that Jira project. Delegation to Jira can be done from the Story’s menu in Agemba; see the sample screen dump below:

Delegating an Agemba Story to Jira will result in the creation of a Jira Issue with a similar title and description composing of a merge of the user story and detailed description in Jira. Editing of the Agemba Story will consequently be restricted and its state will be in-sync with that of the corresponding Jira Issue. Information about the Jira Issue will be made visible on the Story in Agemba including the status of the delegation & syncing process. The Delegation Status shows the status of the sync process of the Agemba story with the corresponding Jira Issue. Delegation Status can be:

• Pending – Indicates that the delegation process i.e creation of a corresponding Jira Issue for the Agemba story is not yet complete.
  NB: This status should not be interpreted to mean that the process failed or succeeded.
• Synced – Indicates that syncing with corresponding Jira Issue is active and the state of the Agemba story will be in sync with the status of the corresponding Jira Issue.
• Syncing Failed – Indicates that syncing failed and the Agemba story will not be in sync with the corresponding Jira Issue.
• Unsynced– Indicates that syncing between the Agemba story and the corresponding Jira Issue was deliberately stopped by the system, either because it was determined as completed i.e set to ‘Closed’ during syncing or as a consequence of canceling Circle syncing with Jira project altogether.
• Unknown Jira Status – Indicates that mapping of the Agemba story’s state to the read status of the corresponding Jira Issue failed. The reason could very likely be that the JIra Status Map configuration on the Circle level was not setup correctly.
• Corrupted – Indicates that either the delegation or syncing process of the Agemba story failed because its data was corrupted.
• Uknown – Indicates that the system encountered a situation that was not anticipated during either delegation or syncing of the Agemba story.

Add Existing Jira Issue to Agemba
An existing Jira Issue, in the specific Jira Project a Circle in Agemba is configured to sync with, can be added directly to the Circle by specifying its Jira Issue Key. This can be done following the same procedure for creating new Stories in Agemba i.e. as children of Epics or in the Inbox, via right click or menu icon. Once the user inputs the Jira Issue Key and it can be verified, Agemba will create a new Agemba Story with the Jira Issue Summary as the Title and Description as the Jira description displayed on the eventual Story card. Just like delegated Stories, Agemba will ensure that it stays insync with the corresponding Jira Issue in Jira.

Undelegating Agemba Story from Jira
A simple form for undelegating from Jira where a Story is disconnected from the corresponding Jira Issue that was created, has been implemented. This can be done from the Story menu in Agemba and will result in the Jira Issue summary(title) being prefixed with [UNDELEGATED].

Story State, Title & Jira Descriprion Sync
Once a Story is delegated, its state, Title and Jira Description will be kept in sync with that of 
the corresponding Jira Issue.

If you configure a Jira connection for a circle, it will be possible to delegate stories in the circle to the specified Jira project. You need to enter the following information:

NB: General information about Agemba-Jira integration can accessed here. 

• Jira Sync Status
  A display only field, that indicates the current status of the Circle synchronization with the configured Jira project. It can be;
  • Paused – Syncing has been deliberately set on pause.
  • Active – Syncing is currently enabled for this Circle.
  • Invalid Credentials – Syncing failed because the Jira credentials provided could not be authorized in the supplied Jira Server Url.
  • Invalid Project Key – Syncing failed because the supplied Jira Project Key could not be found in supplied Jira Server Url.
  • Jira User Permission Check Failed – Syncing failed because the user connected to the provided Jira Server User Name does not meet the permission requirements. Please see the Jira Server User Name point below.
  • Connection Error – Syncing failed because connection to the Jira Server Url supplied could not be established; possible reason could be that Jira is down.
  • Unknown Api – Syncing failed because the data received from the supplied Jira Server Url could not be processed by Agemba. This would most likely mean that Api version of Jira is different from what is supported in Agemba.
  • Corrupted – Syncing failed because of an internal failure in Agemba during the process of syncing data. This situation requires action to resolve. 
  • Unknown – Syncing failed and the reason could not established decisively.This situation requires action to resolve.
• Jira Project Key
  The unique identifier value of the Jira project to sync the Agemba Circle with. It usually starts with an uppercase letter followed by one or more uppercase alphanumeric characters and max length is 10 characters.
  NB: Updating this property is NOT allowed.

• Jira Server Url
  The Http path that points to the Jira instance that this Circle will be synced with;
  e.g ‘ https://your-domain.atlassian.net’
  NB: Updating this property is NOT allowed.

• Jira Server User Name
  The dedicated username for the user, in Jira, that will be used by Agemba to synchronize with the project in Jira. The required permissions include Create Issues, Edit Issues and Add Comments. By default, these permissions are auto-set in the user groups jira-core-users & jira-software-users. Therefore a user belonging to these groups should suffice.
  NB: This user should NOT have Admin rights. 

• Jira Server Api Token
  A special access token needed for authorizing Agemba in the Jira server as an API. This needs to be created manually following the process described below (valid as of December 2018):
  • Login to https://id.atlassian.com/manage/api-tokens using Jira user credentials.
  • Click API tokens, then Create API token.
  • Use Copy to clipboard, and paste the token to somewhere secure and easily accessible.
    Alternatively, follow the guide here for an updated version on how to create an API token.
• Jira Status Map
  Map the possible Jira Issue statuses with the corresponding Agemba states. This is necessary so as to be able to sync the state of a delegated Agemba Story to the status of the corresponding Jira Issue.  As such, it is only allowed to have a single Jira status mapped to an Agemba. Jira Statuses are loaded automatically from Jira.  By default, Jira statuses will be mapped to Uknown Agemba state.
• Jira Type Config
  This section(s) of the configuration shows the Jira Issue type and what Agemba Story type it is mapped to. If there are any compulsory fields for that Jira Issue type that have to be set when creating in Jira, it will listed to be configured. The configured compulsory fields will then be used as default values when creating the Issue in Jira.
  A Label can optionally be set to be used to label Issues created in Jira, from Agemba. 

Test Jira Connection
There is a possibility of testing Jira properties of a Circle at anytime which also includes before saving them. This can be done using the ‘Refresh Config from Jira‘ button found at the top left corner of the Jira Configuration Tab. This will also load any missing configuration fields from Jira.

An epic/story can be delegated to another circle. Please see Delegate to another Circle for more details about delegation.

Some of the epic/story information may differ depending on whether the epic/story is opened in the circle “delegated from” or the circle “delegated to”. This is e.g. the case for value estimates and release planning.

If you have delegated a story to another circle, you can see the release planning and estimation info from the view of the circle delegated to. It may differ from the release planning in the current circle. 

Moving an epic/story to another circle will completely remove it from the current circle and create an identical one in the selected circle. The circle it can be moved to is determined by whether the current circle has relation to that circle. See Circle Map for more info on this relation.

A simple form for terminating delegation to Jira where a Story is disconnected from the corresponding Jira Issue that was created, has been implemented. All Jira properties on story will consequently be cleared from after this operation.This can be done from the Story menu in Agemba and will result in the Jira Issue summary(title) being prefixed with [UNDELEGATED].

NB: General information about Agemba-Jira integration can accessed here. 

Delegate this item to another circle. A window is opened where a Circle can be selected if the current Circle is part of an organization that has multiple teams working in different Circles i.e. with individual product backlogs. The only requirement is that connection between the Circles should have been established in the Circle Map. More on delegation here.

Cancelling delegation on an epic/story will completely remove it from the circle that it’s delegated to terminating the delegation process. Thus, this can only be done from the circle where the epic/story is delegated to. The epic/story that was delegated will also be removed and replaced with the epic/story from the circle it was delegated to, only with its state reset to created.

The personalized Activity feed shows all changes made or comments written within the site or circle, that are relevant for the user currently logged in.  Unlike the Circle activity feed this feed does not show all changes, but only those changes there are deemed relevant. A change or comment is considered relevant if:

1. The user himself made the change
2. The user (or his team) is assigned to the item
3. The user (or his team) follows the item
4. The user (or his team) is mentioned in the comment or description.

Each change log or comment will be shown as a line with user, type of change and the item this change was made to and finally when the change was made. To see the details of the change log or the fill comment, click the pop up icon marked with the red circle. It is possible to navigate and see older changes by scrolling to the bottom of the dashlet.

Select any of these filtered lists from the dropdown menu as shown in screenshot below:

The Circle Activity feed shows all (direct) changes made or comments written within this circle. Unlike the personalized activity feed this feed shows all changes, not regarding who this is relevant for.

Each change log or comment will be shown as a line with user, type of change and the item this change was made to and finally when the change was made. To see the details of the change log or the fill comment, click the pop up icon marked with the red circle. It is possible to navigate and see older changes by scrolling to the bottom of the dashlet.

In Agemba there are three different user license levels: Limited, Regular and Leadership. A user will only take up one user license for the entire Site, depending on the most “expensive” user role he has. Additionally, extra modules can be added, such as Jira integration.

Please contact the Agemba support team to request more user licenses or modules for your Site. 

User License Levels

Limited – Limited licenses are for users which are not supposed to be able to see all Circles except those that they are member of themselves (i.e. External Users). In a Circle Limited Users can view all items and comment on them. They can only make changes if explicitly assigned to do so. 

Regular –  Regular licenses are for the users which either should be able to see all Circles in the Site (i.e. Internal Users) and/or act as Regular Users in a Circle. A Regular User can edit and plan stories etc, but with certain limitations.

Leadership –  Leadership licenses are for the Site Administrators or the Leadership Users in Circles, i.e. the users with all administrative rights.

A user can be a member of one or more teams and thereby obtain his user rights from these teams. Teams are unique for each Circle and a user can therefore be a member of different Teams in different Circles.

Read more about Teams here.

A user can have a direct circle role which determine his user rights. Each team will also have a circle role, which all team members will then indirectly have. User rights can thereby be given directly or indirectly via team membership.

Even though it is possible to setup direct circle roles per user, it is highly recommended to create teams, add users and then assign roles to the teams. See more on teams here. In this way it is also easier to assign work and mention users in comments by simply using the team name.

The three different Circle roles each require a different user license. A user will only take up one user license for the entire Site, depending on the most “expensive” user role he has.

Circle Roles 

Limited User – Limited Users are allowed to view all items in the Circle and can only edit stories or participate in the workflow etc. if explicitly assigned to do so. They can however comment on all items in order to participate in any discussion. They can also create new issues, ideas or stories, but only in the Inbox – and cannot edit them afterwards. This role requires the Limited license.

Regular User – Regular Users can do the same as Limited Users. They can additionally create and edit stories and assign other users/teams, follow changes, convert story type, participate in the workflow and move stories in the Storymap.  They can plan stories in the Product Backlog and create relations between stories. They can also add attachments to any story. This role requires the Regular license.

A Regular User can customize lists and dashboards within the Circle for private use. 

Leadership User – Leadership Users can do the same as Regular Users. In addition they can manage milestones, releases, sprints etc. They can also edit Roadmap, setup circle configuration, create teams and invite/remove users. Furthermore, deleting stories etc can only be done by a Leadership User. In Scrum, this role is synonymous with that of a Product Owner. This role requires the Leadership license.

A Leadership User can customize lists and dashboards within the circle for both private and public use. This means that the Leadership User can create and maintain lists and dashboards which all the other users in the Circle can use.

A user will have a Site role which determines his user rights in that Site. Most user rights are, however, determined by the Circle roles.

The three different Site roles each require a different user license. A user will only take up one user license for the entire Site, depending on the most “expensive” user role he has.

Site Roles

External User – External Users have virtually no user rights except those in the circles which they are part of. They are not allowed to see all circles or all users on the site – they can only see the circles which they themselves are part of. This role requires the Limited license.

Internal User – Internal Users can see all details in the entire Site. They can see stories and comment on them in circles which they might not be a part of. This role requires the Regular license.

An Internal User can customize lists and dashboards for private use that can be used both at the site level and within all circles. 

Site Administrator – Site Administrators have the responsibility of managing the site. They can invite/remove users, create circles and setup circle relations. This role requires the Leadership license.

A Site Administrator can customize lists and dashboards for both private and public use, that can be used both at the site level and within all circles. This means that the Site Administrator can create and maintain lists and dashboards which all the other users in the Site can use.

All team members will inherit the user rights from the team(s) which they are a member of. The team role determines which user rights team members will get. Read more about the roles here.

When you have been invited to to Agemba, you first need to create a user profile. Only password and username are mandatory. First/last name, telephone and user profile image are optional.

A theme should ideally be used when the item (either a story or an infrastructure) to be added to the Storymap is in its broadest form. For instance in a website implementation project example, the item webshop could be a theme since it can further be broken down to items such as Delivery or Shopping basket. Such children of a theme can either be epics or stories depending on whether they need further breaking down. Note that the Storymap constrains one to start with theme(s) and from there further break down to epics/stories if necessary.

A Preplanned list is a container that is meant to be used to contain an ordered list of product backlog items that (by Scrum definitions) are yet to be planned. Preplanning stories/epics is to obtain an early grouping of items for a future release.

It becomes very relevant when working in the Product Backlog and you want to “empty” the list of unplanned items in the left pane, and organize these items without having a specific release date. Once the epics/stories are ready to be planned, they can be individually moved to the desired Release or Sprint.

Welcome to Agemba

Since you have access to multiple sites, you first need to select a site using the site selection dropdown in the top menu. 

You can read more about using agemba here.

A user invite will be send to the user with the given email. Both existing users and new users can be invited. Read more about inviting users. 

If the invite is to join a Circle, the emails of existing users in the Site will be listed once the text field is clicked. Otherwise, any new emails can just be typed in.

Users will always be added to a Site even when they are invited to join a Circle.

When creating a new circle you can choose whether you want to be added as managing user in this circle or not. If you intend to add another user as circle manager after creating the circle, you can deselect this option.

As a Site Administrator you will still be able to access a circle, which you are not explicitly a user in, including editing users. But you have to be a managing user to create stories etc in the circle. You can at anytime add yourself as a user to any circle in your site.

In the trash bin you can see a list of all the trashed data. You can filter this data using columns filters or free text search.

It is possible to restore deleted data by selecting Restore from trash bin in the right click menu and choosing where to restore the data (its original position is suggested as default):

A Sprint is a container of a set of Items for delivery that have been agreed to during Sprint planning by the Team and the PO.

It typically has three states for an Item: “To do”, “In Progress” and “Done”. Sprints are executed one after the other (1-4 weeks length).

Items or cards exist in lanes within a Sprint lane. Each of these lanes can be reordered by dragging the grab menu at the beginning of the lane in the To Do column.

Tasks can be created directly in the lane a Story is in, using the icon.

This is the container that represents a Preplanned list.

Items, which primarily include Stories of the different available types, can be added via drag and drop from Releases, Sprints, Kanban lane and generally the left pane.

Once items are added to a Preplanned list, they can be removed using the option Remove from Preplanned list in their context menus. The items can also be dragged out.

This is a container for Kanban. 

Items, which primarily include Stories of the different available types, can be added via drag and drop from Preplanned lists, Releases, Spints and generally the left pane.

Once items are added to a Kanban lane, they can be removed using the option Remove from kanban lane in their context menus. 

A Kanban lane is a workflow line consisting of sub-states (sub-queues) each with their own done-criteria and each serving as the input queue for the next state.

By default it comes preconfigured with three substates i.e. “To Do” , “Progess” and “Done”. The user can however configure each lane independently to contain more sub-states and in any particular order from the lane’s context menu.

Part of the configuration includes setting a wip limit, max number of items, per sub-state. This wip limit will then be shown on the Kanban lane card in brackets along with the number of Items currently in the sub-state. If the current number of items in the sub-state exceeds the wip limit, the wip limit will turn red. See screen dump below:

Tasks can be created directly in the lane a Story is in, using the icon.

A Sprint is a container of a set of Items for delivery that have been agreed to during Sprint planning by the Team and the PO.

Add and remove Stories

Items, which primarily include Stories of the different available types, can be added via drag and drop from Preplanned lists, Kanban lane, Release and generally the left pane.

Once items are added to a Sprint, they can be removed using the option Remove from sprint in their context menus. The items can also be dragged out.

Start and close a Sprint

A Sprint can be started from its context menu when it is considered ready. And similarly, the Sprint can be closed when all its Stories are done and will no longer be visible in this view. Consequently, all the Stories will be closed together with the Sprint unless for the special case where the Story was delegated to another Circle.

This is the container that represents a Release 

Add and remove Epics and Stories

Items, which primarily include Epics and Stories of different types, can be added via drag and drop from Preplanned lists, Kanban lane, Sprint and generally the left pane. The same items can be reordered while in the Release. Once items are added to a Release, they can be removed using the option Remove from release in their context menus.

Sprints can be added to the Release from the Release’s context menu. The items can also be dragged out.

Activate a release

Once a Release is ready start working with, it can be activated from its context menu too. The opposite is also possible.

Kanban lane configuration allows for 3 main actions i.e. 

1. Adding columns (sub-states) to the lane.
2. Adjusting the wip limit (max number of items) per column.
3. Except for the To Do and Done columns, reordering of the columns. Beware if there are any items currently in any of the lanes, they will consequently be moved to the To Do column.

In the left pane of the Product Backlog window you can see the stories, epics etc. from the Storymap Tree, which have not yet been planned for a release or sprint. It is possible to drag each of these from the left pane to a release or sprint in the main pane. 

You can filter the list and have different orderings. For instance, you can show the ready epics/stories with the highest business value at the top.

The title, business value estimate and effort time are shown on the entity cards to get an easy overview.

Detailed Planning of Epic Contents

In the early draft planning of a release, you will often add epics to the release.

When you are ready to add the epics’ stories to sprints, select “Show in Product backlog input” from the epic cards’ menu. The epic and its children are then shown as a tree in the left pane. You can now drag individual stories to sprints.

Note than only stories, ideas and issues can be added to sprints – not epics.

Also note that all the epics’ children are shown – including stories and epics, which are already placed in a release. In the other lists only unplanned items were shown.

In the left pane of the Sprint Backlog window you can see the stories, epics etc. from the Storymap Tree, which have not yet been planned for a release or sprint. It is possible to drag each of these from the left pane to a release or sprint in the main pane. 

You can filter the list and have different orderings. For instance, you can show the ready epics/stories with the highest business value at the top.

The title, business value estimate and effort time are shown on the entity cards to get an easy overview.

Detailed Planning of Epic Contents

In the early draft planning of a release, you will often add epics to the release.

When you are ready to add the epics’ stories to sprints, select “Show in Product backlog input” from the epic cards’ menu. The epic and its children are then shown as a tree in the left pane. You can now drag individual stories to sprints.

Note than only stories, ideas and issues can be added to sprints – not epics.

Also note that all the epics’ children are shown – including stories and epics, which are already placed in a release. In the other lists only unplanned items were shown.

Checking this box will disable the possibility of dragging this item from its current position on the Roadmap.
To re-enable dragging, simply uncheck and save the change.

Using the rich text editor you can format your text (e.g. a user story or detailed description) as you desire. Most of the format options displayed in the menu are well-known such as bold, italics, underline plus bulleted and numbered lists. For the advanced user you can edit the HTML directly in Source mode.

Inserting file references and images

You can upload attachments and insert references to them or (for images) display them inline. Simply click the image menu or the paperclip menu – or drag and drop your file into the editor. Inserted files/images will automatically be uploaded as attachments – and you can always insert/reference previously uploaded attachments.

References other stories or users

You can reference another story (or any other item with an ID) by writing # and start typing the title or ID. The editor will then suggest which item you want to insert a reference to. This reference will become a link to the item. Likewise, users and teams can be referenced by writing @ (however, this does not imply that the user is required to read the text as in comments).

You can write your comment using the rich text editor. See a more general description of the editor here, including how to reference files, insert images and reference other stories. You can read more about comments in general here.

Mentioning users

In comments you can mention users and teams by writing @ and start typing the name/username of the user/team. By mentioning a user you thereby require that the user confirms that he has read the comment – and he will be notified about your comment in Agemba and by email. Likewise, if you mention a team, either one team member or all team members (depending on the settings of that team) will be required to confirm having read the comment.

A list of the users in the Site or Circle, showing their details, roles, team memberships etc. Read more about Circle Roles and Site Roles and team memberships.

To see how users are added to Circle and assigned roles in that Circle, take a look at the videos below:

A list of all the teams in the Circle, showing their names, roles, etc

The video below shows how teams are created, users added to the teams and roles assigned to teams.

The selectors here provide a way to plan to Releases, Sprints, Kanban or to Preplan.

Mutually Exclusive Planning Fields

Note that some of the selection fields are mutually exclusive. Preplanning is an early grouping of items for a future release, so an epic is typically moved from a preplanning container to a release during the release planning. It cannot be both preplanned and planned to a release at the same time.

Sprints are within releases, so planning a story to a sprint will automatically add it to the containing release as well (if it is not already in the release). A story cannot be in both a sprint and a kanban lane at the same time, as these are alternative ways to schedule a story implementation. The story can, however, be in both a release and a kanban lane.

Direct or Indirect Planning

“Direct” planning means that the epic/story is actively planned to a Release, Sprint, Kanban or Preplanned. E.g. by dragging the epic/story into a container in Product Backlog or by editing the planning fields in the epic/story’s “Edit Details” tab.

“Indirect” planning means that the epic/story is indirectly part of a release, e.g. because a parent epic or all the children are planned to the release. You can see if the epic/story is indirectly planned to a release in the epic/story overview.

Edit Warnings

If you e.g. remove an epic from a release by adding it to a preplanning container in the edit form, a warning will be displayed. This is only for your information, you are allowed to do this. The warnings only relates to direct planning, not indirect planning.

This region displays information about the delegation setup between the Circles i.e whether delegation is only possible one way or both ways. It also displays any items that have been delegated between the Circles. Clicking the delegated items will open a list of the same in the List View.

The manifest is a rich text field that can be used to for example state the purpose, terms and function of the delegation relationship between the Circles or for any other purposes. Files in the form of pictures, PDFs etc., can be attached to this region too.

This region displays any relationships that the entity has for instance delegation relationship for Circles.

This viewbox shows the deadlines for a story or epic.

A story or epic may have to meet more than one deadline date. The earliest deadline is called the Effective Deadline.

The effective deadline is show first. Below the separating line all the deadlines for the story or epic are shown.

Read more about Deadlines and Planning here

A Deadline is a date, where a story or epic needs to be finished. A Planned date is a date, where the story or epic is planned to be finished. If there is a conflict between the deadlines and the planned date, warnings will be shown on the story or epic.

Deadlines

A story or epic can have more deadlines. The earliest deadline is the Effective Deadline, i.e. the latest date where the story or epic needs to planned.

A story or epic can get deadlines in different ways. E.g.

• Link the story or epic to a milestone. You can link the story or epic to a milestone in e.g. Roadmap, Outline, Storymap or in the Relations Tab. The milestone has a deadline, which becomes a deadline on the story or epic linked to it.
• A release is a special kind of milestone (it is also a planning container). The release also has a deadline and you can link the story or epic to a release milestone in Roadmap etc as mentioned above. You can also add a release deadline to a story or epic by planning it in e.g. Product Backlog.
• In the Details Edit tab of the story or epic you can add a specific Required When date.
• If a parent in the storymap tree has an Effective Deadline, the child story or epic will inherit this date.

Planned Date

If a story or epic is planned to a release, its planned date is set to the release milestone. If a story is further planned to sprint, the sprint end date will instead become the planned date.

Preplanning will not set the planned date (preplanning containers have no dates). Adding a story to a kanban lane will also not set the planned date, but you can add the story to a release as well, which will set the date.

Warnings

If the planned date does not meet the deadline requirement of a story or epic or if the deadline is exceeded, warnings will be shown in the overview tab and on mouseover of the card.

A warning triangle is shown on the story or epic cards in the Storymap, Product Backlog pages etc.

In the Product Backlog left window (input window), you can get a list of all stories and epics with warnings. These can be sorted according to effective deadlines.

In this viewbox, you get an overview of the story, epic, sprint and release planning.

Planning

Stories and epics are usually planned by adding these to releases, sprints, preplanned lists or kanban lanes on the Product Backlog page (Read more).

A specific story or epic can also be planned via release etc. fields in the Edit Details tab of the story or epic modal window (Read more).

Planned Date and Warnings

Only epics and stories planned to a release or sprint, has a planned date. The planning date must meet the effective deadline, otherwise warnings are shown. 

Read more about Deadlines and Planned Date here.

Inviting Users

In order to add a user, you need to invite him first by writing his email address. The invited person then receives an email with a link, which he must activate to confirm the invitation and create his user account (if he does not already have an account).

The invite information only includes the users email address, so no personal information as for instance name and phone number is added in Agemba before the user himself chooses to enter this information.

User Roles and Teams

A user can have different roles and thereby have access to view, edit or perform different tasks. When you invite a user, you specify, which role (e.g. Limited User, Regular User or Leadership User) the user will have. You can also assign him to one or more teams in the circle, whereby he will indirectly get a role. Read more about circle roles or site roles.

You can change the role and teams for existing users.

How to see and add Users?

Select “Manage Users” from “More” in the Main Menu.

User Roles and Teams

A user can have different roles and thereby have acces to view, edit or perform different tasks. When you invite a user, you specify, which role the user will have. You can also assign him to one or more teams in the circle, whereby he will indirectly get a role. Read more about circle roles or site roles.

You can change the role and teams for existing users.

How to see and add Users?

Select “Manage Users” from “More” in the Main Menu.

Assigning Stories and Mentioning Users

Users in a Circle can be assigned Stories and also mentioned in comments and descriptions in general.
The users will then be notified via email if they have not logged into Agemba to see the assignment or mention.
While this is possible, it is recommended to add users to teams and then assign or mention the team.

Overview Tab

In this tab you get a read-only overview of the basic user details as well as the site roles and circle roles of the user.

Edit Details

In the “Edit Details” tab you can edit the basic user details and add a profile image. These details will then be visible to other users on the site.

When you finish editing the information, you need to press one of the “Save” buttons at the top of the tab. If you don’t want to save your changes, you need to press “Discard” before you can close the modal window.

Users Tab

In this tab you can see a list of all users and their details, including site roles or circle roles and team memberships. By right-clicking on a row in the list, you can edit the user rights or remove a user.

You can invite new users by clicking the “Invite new user” button (read more about inviting users here). 

Inviting Users

In order to add a user, you need to invite him first by writing his email address. The invited person then receives an email with a link, which he must activate to confirm the invitation and create his user account (if he does not already have an account).

The invite information only includes the users email address, so no personal information as for instance name and phone number is added in Agemba before the user himself chooses to enter this information.

User Roles and Teams

A user can have different roles and thereby have access to view, edit or perform different tasks. When you invite a user, you specify, which role (e.g. Limited User, Regular User or Leadership User) the user will have. You can also assign him to one or more teams in the circle, whereby he will indirectly get a role. Read more about circle roles or site roles.

You can change the role and teams for existing users.

How to see and add Users?

Select “Manage Users” from “More” in the Main Menu.

Show epic/story in left pane as a tree with children and dependencies. Detail plan the stories from the left pane by dragging stories to sprints.

Teams Tab

In this tab you can see a list of all teams in the circle and their circle roles. New teams can be created and by right-clicking on a row in the list, you can edit the existing teams.

Read more about teams here.

In this tab you can edit the view and edit rights of users. A user can be given different roles or be assigned to one or more teams in the circle, whereby he will indirectly get a role. Read more about circle roles or site roles.

Deleting will remove the item and put it in the trash. Deleted items can be restored

The “Required When” date is an option to set a specific deadline for when the story or issue is required to be completed. It can be seen as the When part of the user story.

To obtain a more detailed picture of a given deadline, a milestone should be created and linked to the story instead. 

If a Required When date is set, this will be included in deriving the effective deadline.The planning date must meet the effective deadline, otherwise warnings are shown. 

Read more about Deadlines and Planned Date here.

Go to Product Backlog and show this entity in left pane.

The impact maps gives a quick overview of all the relations and planning of a story or other item. The card and its position in the storymap hierarchy is overlayed to show all relations next to the selected card.

Once open, the details of any of the cards can be seen by clicking to select and then unfolding the right pane.
To close the Impact Map, click anywhere outside the cards on display.

If a subscription is no longer needed for one reason or another, this will cancel the subscription and remove this item from the subscribing Circle.
More details on what subscribing to Milestones or Releases is all about, can be accessed here.

Dragging of Item cards shown on the Roadmap will by default be disabled and can be enabled by clicking on this menu item. Alternatively, dragging can also be enable from the Tools dropdown menu, located at top left corner of the Roadmap view.

This will disable dragging of this particular Roadmap item, while in this view. The reason why this feature is included is to enable locking an item on a specific date and Roadmap position and thus prevent accidentally  movement of the same while maneuvering the view. The same can also be achieved from the Tools dropdown menu at the top left corner of the Roadmap view.

Detailed description of the Why folder and where it fits in with the rest of the Storymap.

Detailed description of the What folder and where it fits in with the rest of the Storymap.

Detailed description of the Who folder and where it fits in with the rest of the Storymap.

Detailed description of the When folder and where it fits in with the rest of the Storymap.

Issues in Agemba describe errors or disadvantages associated with the ongoing work in the Circle. This card enables you to add identified issues as its children where they can then be resolved either directly or indirectly by a story or an epic.

This denotes the direction in which delegation of Epics or Stories is allowed to take place between the Circles in question. It defaults to bidirectional, meaning delegation can happen either way. The other options allow only unidirectional delegation i.e either from one circle to the other or vice versa.

Any new input to the work going on this Circle that is considered as an improvement should be operated as a child of this card; either as a story or an epic depending on how broad it is. This can be done from the context menu of this card accessed via right click.

While the team is in progress with a sprint, it will often encounter impediments that are obstructing it from achieving sprint goals. In Scrum, the role of identifying and removing these impediments is assigned to the Scrum Master. Any impediment identified should be operated as a child of the impediment card either as a story or epic depending on how broad it is.

New input to the initiative in focus e.g suggestions for changes or new modules should be operated as children of this card.

A theme should ideally be used when an infrastructure to be added to the Storymap is in its broadest form. For instance in a website implementation project example, the item webshop could be a theme since it can further be broken down to items such as Delivery or Shopping basket. Such children of a theme can either be epics or stories depending on whether they need further breaking down. Note that the Storymap constrains one to start with infrastructure theme and from there further break down to epics/stories if necessary.

Infrastructure Stories are exactly identical to ordinary Stories except for the colour and that they can be depended upon by other Stories. See more details on Stories and how they are represented in Agemba here.

Infrastructure Epics are larger stories. In the Storymap Tree you can have as many levels of epics as you like to describe the project. Once you reach a level which cannot be broken down into smaller parts, you create stories. 

Infrastructure Epics can be planned to releases, but cannot be put in sprint – only stories can go into sprints. 

The state of the Infrastructure Epic will always follow the state of the stories/epics below it.

See more details on Epics and Stories and how they are represented in Agemba here. 

Contrary to the Delivery In milestone, this is intended for use when setting milestones for specific story map items that are to be delivered to an outside party within a given period of time. This could for example be building hardware that is meant for use in another setting.

An ordinary milestone is reserved for the product owner to use for establishing milestones based on his/her own preferences.

Factors from outside the scope of the work going on in a Circle such as The Law or company mandate often change and may require that some items of the story map be completed within a certain time period. For instance, to build a fully fledged website, the board members may require to have a single page website built in the meantime while the main website is in progress.

In Agemba you can manually choose which items are of special interest to you and you therefore wish to follow changes made to them.

When you follow an item (e.g. a story) all changes made to this item and comments written on it will be included in your personalized activity feed shown on the dashboard to give you an immediate overview of changes relevant to you. On the dashboard or in the list view you can also choose see a list of items you follow sorted according the the most recently edited. 

The simplest way of following an item is following as user. You can do so by clicking on the Follow as User menu in the right-click menu. To stop following the item, click the Unfollow as User menu. When creating a new item, you can also choose to automatically follow it, by selecting the I want to follow future changes checkbox.

Another way of following an item is by following as a team. This means that the team will be listed as the one following the item, not your user directly. All team members will see changes made in their personalized activity feed (including new added team members). Any team member can – on behalf of the team – choose to follow or unfollow an item by clicking Follow/Unfollow as Team in the menu.

It is visible to all which users or teams have chosen to follow a given item. In the More Details box in the overview of an item, a list of all users and teams following the item is shown.

Add an existing Jira Issue, that is within the same Jira Project as the one the Agemba Circle is configured to sync with, as a new item here. The Jira Issue Key is needed to be able to accomplish this, after which the Jira Issue’s Summary and Description will be used to create the new item and kept insync. See more on Agemba Jira integration here.

The Followed by Me list shows all stories and other items which you have chosen to follow (not including those items which your team(s) follow). Read more about following items.

The list is sorted to show the most recently edited first. The list shows the primary details of the stories etc. and also if there are any comments which have not been read by the users required to read them (not just unread by you). Read more about mentioning users in comments.

Select if you want to follow/unfollow changes, i.e. marking this item as being of particular interest to you as an individual.

Marking as followed will ensure that you see changes, including comments, in your personal activity feed and in the item will be shown in the the specific Follow Lists in the Dashboard. Ummarking i.e. unfollowing will do the vice versa.

Read more about following items here.

The Followed by Me list shows all stories and other items which you have chosen to follow (not including those items which your team(s) follow). Read more about following items.

The list is sorted to show the most recently edited first. The list shows the primary details of the stories etc. and also if there are any comments which have not been read by the users required to read them (not just unread by you). Read more about mentioning users in comments.

Select if you want to follow/unfollow changes on behalf of your teams(s), i.e. marking this item as being of particular interest to a team you are part of.

Marking as followed will ensure that all the team members will see changes, including comments, in their personal activity feed and in the item will be shown in the the specific Follow Lists in the Dashboard. Ummarking i.e. unfollowing will do the vice versa.

Read more about following items here.

The Followed by Me or My Teams list shows all stories and other items which you have chosen to follow personally or is follow by your team (no matter if you or your team member decided to follow it). Read more about following items.

The list is sorted to show the most recently edited first. The list shows the primary details of the stories etc. and also if there are any comments which have not been read by the users required to read them (not just unread by you). Read more about mentioning users in comments.

The Followed by Me or My Teams list shows all stories and other items which you have chosen to follow personally or is follow by your team (no matter if you or your team member decided to follow it). Read more about following items.

The list is sorted to show the most recently edited first. The list shows the primary details of the stories etc. and also if there are any comments which have not been read by the users required to read them (not just unread by you). Read more about mentioning users in comments.

The All Recently Edited list shows all stories in the Circle – no matter if you are following them or not – unlike the Followed by Me list.

The list is sorted to show the most recently edited first. The list shows the primary details of the stories etc. and also if there are any comments which have not been read by the users required to read them (not just unread by you). Read more about mentioning users in comments.

Outline View

In the Outline view you see the Storymap Tree as an indented tree list for the sections “What” and “Why”. 
An adjustable timeline is incorporated, plotting Releases and Sprints according to their start and end times.
Planned Epics or Stories can also be displayed, including Kanban Lanes and Preplanned Lists.
Existing milestones of the different types, will also be displayed corresponding to their dates.

Locate Planned Items in the Tree List

The Outline view is ideal for tracing Epics and Stories either directly from Releases, Sprints, Kanban Lanes or Preplanned Lists shown on the timeline, up and down the tree list, or vice versa. Right click the item to trace, to access the Locate function.

Indicator lines are used to link the Epics and Stories that are planned and will be shown only when the item is actively selected.

Planning Items

Items listed in the tree can be planned to any of the planning containers actively shown on the timeline by dragging and dropping them into the desired planning container. Alternatively, the same can be done from the item’s Edit tab, accessible via right click or clicking its menu icon.

How to create Stories, Epics etc.

You can add children (stories, epics etc.) to the trees by right-clicking on an entity and selecting the type you want to create, from the menu. 

Show/hide Planned Items

It is possible to toggle between showing and hiding items in any of the planning containers, from the View dropdown menu at the top left corner while in the Outline view.

Show/hide Kanban and Preplanned Lists

It is possible to toggle between showing and hiding Kanban Lanes or Preplanned Lists, from the View dropdown menu at the top left corner while in the Outline view.

Export to PDF

A snapshot of the Outline view can be exported as a PDF for external use, from the Tools menu, located at the top left corner of the view.

Impact Map

The Impact Map is available in the Outline to give a quick overview of the impact a specific story or other item has, such as when and where it is planned, what it solves or what depends on it.
It shows the card centered and all the other items impacted by it, suspended around it as can be seen in the snippet below:

To see the Impact Map of a particular story or any other item in the Outline, right click its card and there should be a menu item to do that.
Once open, the details of any of the cards can be seen by clicking to select and then unfolding the right pane.
To close the Impact Map, click anywhere outside the cards on display.

Easy access to Detail Overview

Like many of the other views, details of Items displayed in the Outline can be seen by selecting the particular item and unfolding the right pane.

Illustrations and Icons

The Outline uses a number of illustrations and icons to present certain information in one compact view. These include:

• Horizontal lines of different lengths; the dark blue line represents the Release and the shorter light blue line the Sprint an item is planned to
• The effective deadline
• If an item has also been added to the Roadmap, then the date will also be displayed here using
• When an item is planned to a Kanban Lane it will be illustrated by the icon
• When an item is Pre-planned i.e. in a preplanned list, it will be illustrated by the icon
• When the Required When has been set on an item, it will marked by the icon
• Whenever an item has been delegated with a deadline, it will be illustrated using the icon combination 

Current Date Indicator

A current date marker has been included in the timeline to assist the user in putting things into perspective

Keyboard Shortcuts

Enter key will open a modal window with the overview of the currently selected card.

Ctrl + E  loads the edit form for a selected item

Up and Down Arrow keys will select items up and down the tree list, respectively.

Esc will close any open modal windows or forms.

Quick access to write a comment. Comments will be visible to all users in the Circle and by mentioning another user or team, you can make sure that he/she reads the comment.

Read more about mentioning users/teams in comments.

The Inbox is where new stories (and issues/ideas or impediments/improvements) are put when created from the main menu. It is of course possible to create new stories beneath epics in the Storymap or Outline, but if you don’t know yet where the story should be placed (or you are a Limited User who is not allowed to do so)  – putting new stories in the Inbox is a good choice. Furthermore, it a story is delegated to a circle, it will be placed in the Inbox.

The intention of the Inbox is (as the name implies) that it is regularly emptied – however, it is not mandatory. Stories should be placed where they functionally belong in the Storymap the obtain a better overview instead of just piling up in the Inbox.

You can create an epic or a story in one circle with the initial user story and then delegate the epic/story to another circle for further refinement and implementation. The team in the circle delegated from will still be able to follow the state of the epic.

In the Circle Map the links between circles define, to which circles the epics/stories can be delegated. When a story is delegated it will appear in the Inbox of the circle to which it is delegated.

The epic/story seen from both circles

The state, title, user story and description will always be the same seen from both circles. If e.g the user story is modified by the team in one of the circles, the other team sees the changes as well.

Users from both circles can enter epic/story comments, and the comments can be read and replied to by both teams.

The delegated epic/story can, however, be assigned to different releases in the two circles. It can have different assignment to user/team and it can have different value and effort estimates.

Activity logging for when delegating and changes are made is also done across both circles for the delegated entities.

What you can do with the epic/story in the circle delegated from

The team in the circle delegated from will usually enter the user story text before the epic/story is delegated to another circle. They may also place the epic/story in a release to indicate the expected deadline. And they could enter value estimates for the epic/story.

When the epic/story has been delegated, the team in the circle delegated from can still follow the state of the epic/story. Users will be able to change the user story and description, but will usually not do this, as they have handed over the epic/story to the other circle team.

If the epic had child stories or epics, these are moved to the circle delegated to. They are not visible anymore in the circle delegated from, and it is not possible to create new stories or epics below the delegated epic.

The epic/story can be planned to a release or sprint if needed but not to kanban. This limitation is based on the theory that any delegated work will be tactically implemented in the circle delegated to.

Attachments can be added to, edited and also deleted from the epic/story and this will be reflected in the circle delegated to.

What you can do with the epic/story in the circle delegated to

When the epic/story has been delegated to another circle, this is where it is handled from now on.

Any stories or epics below the delegated epic are moved to this circle. The team can add more child stories and place these in sprints  or kanban for implementation.

Attachments can be added to, edited and also deleted from the epic/story and this will be reflected in the circle delegated from.

Cancel Delegation

The team that is on the Circle where an item has been delegated to, may want to turn down a delegation for one reason or another. This is done from the context menu which is accessible via right click or context menu. It will result in that item being deleted from the Circle.

The icon located at the top right corner of the List view gives access to the facilities for customizing lists. Site Administrator or Circle Leadership users can create and maintain public lists that other users can use, as well as private lists for personal use only. Internal Site users and Circle Regular users are only allowed to create and maintain private lists, whereas the External Site users and Circle Limited users are not allowed to customize lists.
The snippet below shows the view a user with Leadership role sees when customizing lists in the Circle.

Creating Lists

There are two ways to create a List regardless of the category it falls under:

• From the New List button – this will open a window where at the title and description can be set for the new list, along with the columns and their filters. Base filters can be used for more advanced filtering.
• As a copy of an existing List – any other list in any of the sections can be copied and used as a basis for creating a new list. Copying a Dashboard will open a window from where the title is prefixed with “Copy of…”  and all the columns and base filters from the copied list shown. The user can then rename the title and adjust any other properties but most importantly select the category (public/private) from the dropdown menu.

My Private – This circle only
Lists created in this category will only be available for the current user within the current Circle.

My Private – Entire site

Lists created in this category will be available for the current user within the entire Site.

Public Lists

Regardless of the way a public List is created, it will first be created as a draft. This draft can then be customized by either editing its title or description or by customizing its properties such as columns or base filters.  After the List is considered done and ready, it can be published. All these actions are available from the dropdown menu on the List:

NB: The changes made to a draft public list are not published automatically and require the user to manually publish the changes. The same also goes for published lists, where editing will save the changes in a draft until it is republished. The draft changes are not visible to all the other users until it is published.
Lists can be public for users in the entire Site or only those in the Circle to access; Public – Entire site and Public – This circle only respectively.

Editing Lists

Existing lists can be edited i.e the title, description, columns and base filters etc. from the dropdown next to the specific list.

Welcome to Agemba

The tools Agemba offers will help you get a top-down overview of your agile projects. It assists you in the process from the first high-level draft planning to the refinement into smaller manageable tasks in the sprint backlog.

The Storymap Tree (Read More)

Most data entities in Agemba are organised in the Storymap Tree. The tree structure makes it possible to start from the top and add more fine-grained details later in the process.

Different Perspectives

Agemba has different views on the data to be used for different user perspectives.

One perspective is the product way to look at data. “Which functionalities do we want to include and what are the user stories for these?”

Another perspective is to focus on timelines and activities. “How do we reach our goals and in which order?”

How to get started?

1. Get to know the Main Menu (Read More).
2. Create Circles  (aka projects) and relations between Circles (Read  More).
3. Create Teams (Read More) and invite Users (Read More).
4. Initiate the high-level planning in Roadmap (Read More).
5. Break down your project in the Storymap and work with refining user stories (Read More).
6. Planning of Releases and Sprints in Product Backlog (Read More).

Product Backlog vs. Storymap Tree

In Agemba all data is organised in the Storymap Tree. This gives you the possibility to enter user stories at different levels in the Storymap and Outline views.

In Scrum terminology, the Product Backlog is an ordered list of everything that is known to be needed in the product. Product Backlog refinement is the act of adding detail, estimates, and order to items in the Product Backlog.

In Agemba you can refine and add details in different views (Storymap, Outline etc.). In all views you can open a modal window for an entity (theme, epic etc) by double-clicking on an item. In the entity’s modal window, you can enter the user story and set business value estimates and effort time. If the entity can have children, you can add these.

Welcome to Agemba – Freebie Version

The Agemba tools will help you get a top-down overview of your agile projects. It assists you in the process from the first high-level draft planning to the refinement into smaller manageable tasks in the sprint backlog.

The Storymap Tree (Read More)

Most data entities in Agemba are organised in the Storymap Tree. The tree structure makes it possible to start from the top and add more fine-grained details later in the process.

Different Perspectives

Agemba has different views on the data to be used for different user perspectives.

One perspective is the product way to look at data. “Which functionalities do we want to include and what are the user stories for these?”

Another perspective is to focus on timelines and activities. “How do we reach our goals and in which order?”

How to get started?

1. Get to know the Main Menu (Read More).
2. Break down your project in the Storymap (Read More).
3. Initiate the high-level planning in Roadmap (Read More).
4. Planning Releases in the Product Backlog (Read More).

Extended functionality in FULL Version?

In the freebie version you can work with a single project (aka circle) and invite a limited . In the full version of agemba you have the extended functionality:

1. Create multiple Agemba Circles and relations between Circles (Read  More). 
2. Create Teams (Read More) and invite more Users (Read More).
3. Work with issue and idea tracking
4. More detailed planning in sprints

To update to a full version please contact the support team

Convert entity to story.

Description of issue.

Below is an illustration of an ordinary Story, highlighting common icons displayed on cards and what they represent:

Description of task

Description of improvement

Description of impediment

Convert this entity to an Epic.

Convert this entity to an Infrastructure Story.

Convert to Infrastructure Epic.

Convert to idea.

Convert to Idea Epic.

Convert to issue.

Convert to issue epic.

Story with jira Issue

This story has been delegated to a Jira project. It means that a Jira Issue with the title and a merge of the userstory and description from this story has been created in Jira.

NB: General information about Agemba-Jira integration can accessed here. 

The Delegation Status shows the status of the sync process of the Agemba story with the corresponding Jira Issue. Delegation Status can be:

• Pending – Indicates that the delegation process i.e creation of a corresponding Jira Issue for the Agemba story  is not yet complete.
  NB: This status should not be interpreted to mean that the process failed or succeeded.
• Synced – Indicates that syncing with corresponding Jira Issue is active and the state of the Agemba story will be in sync with the status of the corresponding Jira Issue.
• Syncing Failed – Indicates that syncing failed and the Agemba story will not be in sync with the corresponding Jira Issue.
• Unsynced– Indicates that syncing between the Agemba story and the corresponding Jira Issue was deliberately stopped by the system, either because it was determined as completed i.e set to ‘Closed’ during syncing or as a consequence of canceling Circle syncing with Jira project altogether.
• Unknown Jira Status – Indicates that mapping of the Agemba story’s state to the read status of the corresponding  Jira Issue failed. The reason could very likely be that the JIra Status Map configuration on the Circle level was not setup correctly.
• Corrupted – Indicates that either the delegation or syncing process of the Agemba story failed because its data was corrupted.
• Uknown – Indicates that the system encountered a situation that was not anticipated during either delegation or syncing of the Agemba story.

Change of state

Change of state to e.g. “In Progress”, “Done” etc. must now be handled in Jira. The state of the Agemba story is updated accordingly by the system based on the Jira Status Map configured as part of Jira configuration at the Circle level.

Delegating an Agemba Story to Jira will result in the creation of a Jira Issue with a similar title and description composing of a merge of the user story and detailed description in Jira. Editing of the Agemba Story will consequently be restricted and its state, title and Jira description will be in-sync with that of the corresponding Jira Issue. Information about the Jira Issue will be made visible on the Story including the status of the delegation process. See details about the delegation status here.

NB: General information about Agemba-Jira integration can accessed here. 

Delegated source contents

The user story should describe the requirement from the user perspective .

The Detailed Description is for further explanations and details.

Go to Sprint Backlog and show entity in left pane.

Find and highlight this entity.

The icon located at the top right corner of the Dashboard view gives access to the facilities for customizing Dashboards. Site Administrator or Circle Leadership users can create and maintain public dashboards that other users can use, as well as private dashboards for personal use only. Internal Site users and Circle Regular users are only allowed to create and maintain private dashboards, whereas the External Site users and Circle Limited users are not allowed to customize dashboards.

The snippet below shows the view a user with Leadership role sees when customizing Dashboards in the Circle.

Creating Dashboards

There are two ways to create a Dashboard regardless of the category it falls under:

• From the New Dashboard button – this will create a basic Dashboard with a Title and a description only. Pages and its content can then be added to the created Dashboard.
• As a copy of an existing Dashboard – Dashboards listed in any of the sections can be copied and used as a basis for creating a new Dashboard. Which means that the pages are also copied along.  Copying a Dashboard will load a Modal window from where the category (public/private) can be selected from a dropdown.
  NB: Private Dashboards cannot be copied to use as a basis for creating a public Dashboard. Similarly, Dashboards that are limited to a Circle cannot be copied to be used a basis for creating Dashboards for the entire Site.

My Private – This circle only

Dashboards created in this category will only be available for the current user within the current Circle.

My Private – Entire site

Dashboards created in this category will be available for the current user within the entire Site.

Public Dashboards

When a public dashboard is created, it will first end up in into a draft. This draft can then be customized by either editing its title or description or by customizing its pages and the content thereof.  After the Dashboard is considered done and ready, it can be published. All these actions are possible from the dropdown menu on the Dashboard:

NB: The changes made to a draft public Dashboard are not published automatically and require the user to manually publish the changes. The same also goes for published Dashboards, where editing will save the changes in a draft until it is republished.
Dashboards can be public for users in the entire Site or only those in the Circle to access; Public – Entire site and Public – This circle only respectively.

Dashboard Pages

Dashboards in Agemba comprise of one or more pages that can be created from the Dashboards dropdown menu.
Alternatively, existing Dashboard pages can be copied and used as a basis for creating a new page. Copying a Dashboard page will open a window from where the Dashboard to copy to can be selected from a dropdown menu. Once created, the Dashboard page will be listed under the Dashboard.
NB: Private Dashboard pages cannot be copied to use as a basis for creating public Dashboard pages. Similarly, Dashboard pages that are limited to a Circle cannot be copied to be used a basis for creating Dashboard pages for the entire Site.

Dashboard Page Contents

The content of a Dashboard Page, which consists of one or more Dashlets can be tailored to suit the preferences of the user. Every page has a dropdown menu providing an option for doing this. See the snippet.

New Dashlets can be created and existing ones rearranged, reconfigured or deleted etc.  Columns can be used to partition the view.
Configuration of Dashlets can done using the settings/gear icon located on the top right corner of the Dashlet. See the snippet.
The configuration of dashlets differs depending on the type of dashlet. More specifically, for dashlets that show lists, additional lists can be created in the List view and included.

Editing Dashboards and Pages

Existing Dashboards and pages can be edited i.e the title and description from the dropdown next to the specific Dashboard or page.

The Dashboard is a multi-page, customizable view which can be personalized with “dashlets”  to show precisely the information required to orient the user and establish the priorities. Unless configured, it will default to the built-in dashboard with two pages, each with the activity feed and list dashlets. Agemba comes with a Site Dashboard as well a Circle Dashboard, which are very similar.
Here is an example of a dashlet:

Site and Circle Dashboards

Agemba has two dashboard windows, one at Site level and one at Circle level. You can access the Dashboard window from the Main Menu.

Switch Dashboards or Its Pages

Use the dropdown menu located at the far top left corner of the Dashboard view to select the Dashboard to display. For Dashboards that have two or more pages, switching between them can be done either using the previous and next arrows found on the left and right margins of the page, or using the mini-circle indicators at the top of the page.

Dashlets Dropdown

Dashlets that have been configured to allow for showing different sets of lists will have a dropdown menu where the lists can be selected. For example:

Each user can configure their own lists with specific filters and have them displayed in dashlets. More on customizing Dashboards below.

Customizing Dashboards

Each user can configure the Dashboard and its contents that they get to see and access all through Agemba. Moreover, Dashboards can be created, configured and published to make them available to all the members of the Agemba Site and/or Circle. See details on Customizing Dashboards.