Getting started

To get you up to speed

Sign up

Signing up for a brand new Agilefant account takes less than 30 seconds. Your account has a 30 day free trial, with unlimited users and features. After this, it will automatically switch to the solo plan unless you subscribe to one of the available plans.

  • Click on ‘Sign up’ button on our homepage and fill the registration form. Please provide your email address and desired account name. Additionally, you can give your phone number.
  • Click on ‘Sign up’ button and you will be redirected to the application.

That’s pretty much it. The account contains some example data to help you getting started.

Fill out your personal information

After you have landed in Agilefant, you will be asked to update your full name, display name used in Agilefant, and set your password. When this is done, you can also invite your co-workers. All the added users will receive an email containing instructions on how to log in.

After finishing the previous steps, please use a minute to go through the introduction tour. It explains the main views of Agilefant.

Now the initial setup is done. You can either take a look at different views or just start building your first backlog.

Create a backlog

Click on the top left ‘Create new’ button and hit ‘Product’.

  • Set a name for the product.
  • Define which teams have access to that product; you can change these later on.
  • Click on ‘Create and open’ and the product will open for you.

Create your first story

On the product page, you can create new stories. A story is a piece of work that needs to be done. Stories can have child stories as well and the depth of the hierarchy has no limits. You can easily group stories by using drag and drop.

To create a story:

  • Click on the green ‘+’ button.
  • Set a name for the story.
  • Click Create or just hit Enter.

After you have created stories you can edit its properties in the Story tree. Click on a story to open its details. In the Details view, you can edit all the properties of the story such as name, points, responsibles and so on. You can also define whether the story depends on or is required by other stories, and set a due date for it. Furthermore, you can change the product, project, and iteration of the story. You can also log how much time you have spent on the story.

My work

My work is a view for personal work management. It contains two tabs: Stories, and Tasks. Additionally, it shows your weekly spent effort.

In this view, you can prioritize the work as you see best. To prioritize stories and tasks in My work, drag and drop them up and down the lists. Prioritizing items here does not affect their “real” priority in the projects and iterations they belong to.

Stories and tasks are automatically added to My Work when you are set responsible for them, and remain there until you remove them by hand – even if you were no longer responsible for them. You can also add stories and task to your My Work from other views by drag and dropping them onto the ‘My Work’ text that’s below the Create New button in the left-hand corner.

The Project

A project can contain a subset of stories of its parent product. You can also think of projects as ‘major releases’ or otherwise important milestones.

On the project page, you can create and handle stories similarly as on the product page.

Create a project

To create a project, click Create new on the top left corner and then Project.

  • Set a name for the project.
  • Select a product to where the project is created.
  • Set the project’s start and end dates.
  • Click ‘Create and open’ and the project is created.

Move stories to a project

When you start planning the next release, you might want to move stories from the product backlog to the project backlog. The simplest way: drag and drop stories from the tree to the left-hand side backlog menu. Alternatively, you can move stories via the ‘triple-dot’ menu or by clicking on either product, project, or iteration in the story’s details view.

The Iteration

An iteration is a timeboxed period of time during of which development (or any activity) takes place. In Scrum, iterations are called “sprints”. Stories are presented as a list instead of a tree and an iteration may only have stories which have no child stories.

In this view, you can manage stories and tasks that are going to be implemented during the iteration. Additionally, you can follow the progress of stories and tasks, and estimate whether all the planned work will get done during the iteration.

Create an iteration

To create an iteration, click Create new on the top left corner and then Iteration.

  • Set a name for the iteration.
  • Select a project to where the iteration is created.
  • Set the iteration’s start and end dates.
  • Click ‘Create and open’ and the iteration is created.

You can also create iterations which don’t belong to any particular project. These are called standalone iterations. Look up the user guide for more information.

Move stories to an iteration

You can move stories to an iteration similarly as into a project. Just drag and drop them to the iteration, located in the left hand side backlog menu.

Create stories in an iteration

You can create stories by clicking the green ‘+’ button and then

  • Set a name for the story.
  • Press Create and the story will appear on the top of the list.

Estimating stories and tasks

You can estimate stories using story points. If you want to estimate effort left in man-hours, you need tasks within the story. To create tasks into the story, follow the following steps:

  • Click the arrow icon on the left side of the story to open story’s details.
  • Scroll down a bit and click the Add task button.
  • Set a name for the task.
  • Press Save and the task will appear in the list.

Delete example data

To get rid off the example data, open ‘Example product’ from the left hand side menu. Click on the ‘Actions’ menu and choose ‘Delete product’. This will remove all the data including example project and example iteration, and all stories and tasks in these backlogs.