Use Case: Agile Estimation Board

Owned by Yuri (Unlicensed)
Last updated: Oct 28, 2024 by Yuri Lapin
3 min read

CLOUD DATACENTER

Summary

Logo

Use Case

Agile Estimation Board

Category

Estimation

Company/Team

Managed Projects

Both

Summary

Practice based on experiences to improve the relativity problem of Planning Poker technique

The paragraphs below outlines the specific use case. For more details about advanced features and complementary functionality we suggest to review Board dynamics section of this documentation.

Detailed overview

How to create?

(1) Go to “My Boards“ section. If you do not have any active boards this going to be your default page.

Otherwise (if you already have one or few boards created) click on menu icon in top left corner to select “Manage Boards“

(2) Click on “Create board“, choose “Agile Estimation Board“ and Next.

(3) On the initial configuration screen please specify

  • Name of the board

  • Projects to pool Jira issues from

  • Story points field that’s in use

  • JQL to filter out the issues (default is issuetype in (epic, story))

Depending on configuration of the Jira Project different fields could be used for Story Points, namely

  • Story Points for “Classic“ projects

  • Story point estimate for “Next Gen“ projects

If you try to use the wrong one an appropriate error message will be shown.

(4) Click “Create“

How to use?

(1) You will receive a board with pre-configured columns for Story Points Estimation.

(2) Drag and drop issues between column to assign new / change existing estimate. All the changes to estimates are applied automatically and you do not need to commit it after.

(3) To Edit column value, Change title, Add or Remove one move mouse to selected column and you will receive a tooltip with all the available options:

e.g. let’s click on Edit

How to configure?

(1) Click settings icon in top right corner ..

.. to open “Board configuration“ screen.

(2) on “General” Tab you can amend

  • Name of the board

  • Projects to pool Jira issues from

  • JQL to filter out the issues (default is issuetype in (epic, story))

(3) on “Columns and Swimlanes“ tab you can change configuration of fields used respectively for Columns and Swimlanes. Swimlanes are optional. To remove them choose “-- none -- “ in popup.

Depending on configuration of the Jira Project different fields could be used for Story Points, namely

  • Story Points for “Classic“ projects

  • Story point estimate for “Next Gen“ projects

If you try to use the wrong one an appropriate error message will be shown.

For Agile Estimation Board we suggest to try out the following swimlanes:

  • Sprints to put story in appropriate sprint along side estimation

  • Assignees to assign story to selected team member along side estimation

References

While creating this template we got the inspiration from the following articles:

Other related Use-Cases

Check out other Agile Boards