Select our Statuses, and then click Scrum to access our pre-formatted Statuses for this workflow. This is an essential component of the Scrum methodology. Now, we need to set up the statuses for your task workflows. Other Features, Views, and ClickApps Statuses Tasks that need to be pushed into the next sprint can be easily moved. For each sprint to be pushed into production, each of its tasks should be completed as well. Tasks are the true action items within ClickUp. This is where all the tasks live that get your Sprint done! Use our Tasks in Multiple Lists ClickApp to add your tasks to Sprints. Lists are the ultimate containers for your tasks and are perfect for housing for your backlog items. Recommendation: "Features", "Bugs", or "Sprint 1" Folders organize your Spaces and contain Lists (Sprints) and tasks. For example, at ClickUp we have Android, iOS, Frontend, Backend, etc Folders in our development Space. Recommendation: "Frontend", "Backend", "Bugs", "Features", or "Sprints"įolders will serve as categories for different parts of your product development. We’ll come back to the details for this, but essentially we want to enable features, statuses, and integrations that are required for an efficient development team. Spaces let you customize what your engineering team needs to effectively set up an Agile workflow. Recommendation: Use a "Development" Space Your Workspace is the company you work for, which includes members from every department within your company, but agile is typically implemented only for members in your development/engineering Space. You can even convert Lists into a Sprint, create Sprint folders, and view the progress made in Sprint folders using Burn Up and Burn Down charts in your Dashboard.įor more information on how to use or install, view our Sprints ClickApp Doc here! How to best setup ClickUp for an Agile - Scrum workflow: Start with the Hierarchy Workspaces Pro Tip: Business+ users can turn on Sprint Automations within Sprint settings. next to the Sprint Folder and select Sprints then Sprint settings. To open the Sprint Settings modal click the ellipsis. You configure what estimation method is used in the Sprint Settings modal. Total Estimation: The total amount of work you have in your Sprint is summarized at the top of your Sprint. Spillover Tasks: Any tasks not marked Closed when your Sprint ends are considered Spillover Tasks to be completed in the next Sprint. Not Started (Gray) In Progress (Blue) Closed (Green) Sprint Statuses: Sprint Statuses are indicated by the color of the icon in the hierarchy and in the color of the Sprint dates at the top of the List view. Sprint Dates: Sprints are required to have start and end dates. Its planning module delivers the Key Account managers with the ability to track, build and monitor the plans of their customers which may include pricing, trade terms, promotional volumes, promotional investment and baseline.Using our Sprints ClickApp you can choose to use a Sprint to manage your team's workload using the following features: For aiding the decision making, the Analytics module of BluePlanner offers Business Intelligence reporting from top to down. In order to automate the procedures for accommodation of incremental demand caused due to promotions, BluePlanner can help in interfacing with the demand planning systems. It plays a significant role in the Operations and Sales process by providing the sales forecast to demand planning and also enabling the communication through the alerts, workflows and reports. It covers the overall cycle of promotions which may include evaluation of Return on Investments by promotions, accruals transfer to accounting, post-activity analysis, integration into demand planning forecasts and payment reconciliation. Blue Planner is used by many decision makers to identify the ways by which they can optimize their spend budget effectively. It provides highest perceptibility to the key account managers based on individual accounts’ performance in addition to the combined information for finance, supply chain, marketing or sales management.Ĭlients can improve their trade spent by the cost control, promotional evaluation and the post activity analysis. It is designed in order to evaluate, monitor and track the trade which are spent for addressing the various challenges as well as to support the growth by effectiveness and efficiency of advertising activities.īluePlanner develops certain ways which are built around the information with workflows between various departments. BluePlanner is the best Revenue Management platform, Trade Promotion Management (TPM), supporting Sales Planning, Optimization (TPO) and Analytics.
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