Scrum Portlet
Contents
1. 9 6 3 COPY OR MOVE TASKS NEW SPRINTS 10 7 TROUBLESHOOTING een 11 Portale Expertise Software Solutions Page 1 RTG Portale 2 Introduction Sprint fel mule Standard Individual Group Migrate our portlet from LR 6 1 Portlets d dev This portlet is addressed to Scrum teams that are looking for an application suiting their specific needs in project management and development Since a comprehensive project documentation is often a key requirement integrating software into the process is a common task Derived from our personal experience we aim at developing a portlet that is adjusted specifically to the daily work of a Scrum team without slowing it down The key features of our Scrum portlet include e Fully customizable drag amp drop Scrum Board e Versioned document management e Reports of sprint progress e Time tracking and discussions e Always up to date thanks to Ajax Push e Manage several Scrum teams in one portal instance e Individual color scheme per user e Available in English and German e Based on JSF 2 1 and PrimeFaces 4 0 RTG Portale UG Expertise Software Solutions Page 2 RTG Portale 3 First Steps Before you can start to work with this portlet there are a few very simple steps to configure it Mainly this concerns creating your Scrum team s in Liferay and adding portlet instances for them t2. Expertise RIG Solutions Portale Scrum Portlet User manual Date 02 11 2014 Version 1 0 RTG Portale UG haftungsbeschr nkt Karl Zahn Stra e 11 Tel 49 0 231 226186 60 44141 Dortmund Fax 49 0 231 226186 69 Germany E Mail scrum rtg portale de RTG Portale 1 Table of Contents 1 TABLE OF CONTENTS ee see 1 2 INTRODUCTION ee ee ae ee sera 2 3 STEPS a a E E A 3 3 1 PREPARING A SCRUM TEAM ccccccccc ccc cccccccccccccuccccececcececcececeececesseseccesesesces 3 3 2 PORTLET CONFIGURATION zen he ee 3 3 3 SETUP YOUR SCRUM BOARD suis 4 3 4 SETUP THE PORTLET AS OFFICE SCRUM BOARD 4 4 PLANNING YOUR PROJECT ccc cece ccc cece ccc cc ccccccccccccccccccces 5 4 1 SCHEDULE SPRINTS asus een 5 ADD TASKS TOR SPRINT esse era ee ae 5 4 3 UPLOAD DOCUMENTS TO YOUR TASKS 6 5 DOING YOUR DAILY WORK ccc ccc cc ccc cece ccc 7 5 1 WORKING WITH THE SCRUM BOARD cccccccccccccccccccccecccccceccccececcececcececeececees 7 5 2 SEARCHING AND FILTERING TASKS cccccceccccccccccccccccecccccceccccececcecsscececeececees 8 5 3 DISCUSSING WITH YOUR TEAM ar ee 8 6 CHECKING PROJECT PROGRESS 9 6 1 QUICK OVERVIEW THE BURNDOWN 9 6 2 MIEWSPRINT
3. Tomcat m trotzek In work 2 4 oS Create new theme t tester In work 40 12 5 2 Fix the old icons t tester Todo 3 0 oS Migrate our portlet from LR 6 1 d dev In work 4 0 2 Documentation Todo 16 0 2 Test portlets t tester Fixed 8 8 If you need to get a simple overview of sprint s tasks filter them or search for specific ones you can use the task table next to the Scrum Board It allows inline editing of the displayed information by clicking the pencil icon as well 5 3 Discussing with your Team Comments Thomas Leave a comment Test Test 17 13 2014 We need this new layout ASAP Please call me if you need help Thomas 17 15 2014 Will be finished by the end of the week Edit Delete Reply A documented way to share information among team members is available in the task detail view Every team member can create comments reply to existing ones and also edit or delete own comments RTG Portale UG Expertise Software Solutions Page 8 RTG Portale 6 Checking Project Progress Of course it is important to always keep an eye on a project s progress Scrum Portlet offers two specific views for this task in addition to the Scrum Board 6 1 Quick overview The Burndown Chart Scrum Board Table Sprints Burndown Chart Sprint 0 20 10 21 10 22 10 23 10 24 10 25 10 26 10 27 10 28 10 29 10 30 10 31 10 01 11 02 11 Every team member is able to take a loo
4. _user_m 1 0 application pdf 185 KB 10 28 2014 16 12 logo_scrum_gross png 1 0 image png 16 KB 10 28 2014 16 12 x Marketplace docx 1 0 application vnd openx 58 KB 10 28 2014 16 12 Since tasks often described by documents design drafts and so are able to upload all these files directly to your tasks The files are saved in Liferay s Document Library Pictures as well as PDF files and all documents that can be converted to PDF by Liferay are available as online preview by clicking on their thumbnails To enable PDF conversion you need to configure Open Office or Libre Office and optionally ImageMagick with Liferay Instructions on doing so are available in the Liferay documentation If you upload a file that has already been uploaded with the same filename the portlet will ask you for instructions This enables you to replace an older version of the same file and makes sure the same document is only saved once if you upload it for more than one task If a file has more than one version you can expand the view to show older versions By deleting a file from a task you only delete the mapping to this task and the file remains available in other tasks or directly via the Document Library RTG Portale UG Expertise Software Solutions Page 6 RTG Portale 5 Doing your Daily Work The Scrum Portlet has been designed to be fast and easy to use during a Scrum team s daily work The most important
5. a comfort feature called Transfer tasks If you need to partially or completely take a task into a new sprint this is the easy way to do it Select all tasks you want to take into the currently visible sprint optionally enter an evaluation and the work is done If you leave the evaluation empty the task is moved and otherwise a copy with the specified evaluation is created RTG Portale UG Expertise Software Solutions Page 10 RTG Portale 7 Troubleshooting 1 Why can t I move tasks on the Scrum Board or save my working hours While a task is part of the Backlog it is impossible to change it s status or save working hours To start working on a task you first need to move it into a Sprint Why does my Scrum Board not update automatically In order for the automatic updates to take effect you first have to activate Ajax Push in the portlet preferences This preference is saved per user Why can t create or modify Sprints or view Sprint status Sprint management is restricted to users with the Manage projects permission for the Scrum Portlet Why does the Burndown Chart or sprint status not show my finished tasks In order to identify tasks as finished they need to have a status with the Finished flag Please make sure in the portlet preferences that your fixed status has this flag set Why can t I change a task s color on the Scrum Board As long as the sta
6. k at the sprint Burndown Chart While you work on a sprint it plots the remaining points at the beginning of each day This allows the team to easily check how much work is still left during Daily Scrum 6 2 View Sprint Status Sprim status Sprint Delete 10 20 2014 11 02 2014 Completed points Task status tex Burndown Chart 20 10 21 10 22 10 23 10 24 10 25 10 26 10 27 10 28 10 29 10 30 10 31 10 01 11 8 Precision of the evaluations Description Assigned to Status Evaluation h Hours worked Overtime Fix the old icons t tester Todo 3 0 0 Documentation Todo 16 Create new theme t tester In work 40 12 5 Test new portlets t tester Fixed 8 8 Migrate our portlet from LR 6 1 d dev In work 4 0 RTG Portale UG Expertise Software Solutions Page 9 RTG Portale A detailed sprint status view can be accessed by users with Manage projects permission by clicking on a sprint in the schedule In addition to the Burndown Chart it has another two graphical representations of the current progress To keep track of the accuracy of task evaluations you just need to take a look at the table below the graphical indicators It shows you the hours spent on every task and marks tasks that took more or less time to finish This view can be used to easily check if a sprint is currently in time 6 3 Copy or move tasks to new sprints Below the sprint status there is
7. ndard color mode is active every task is displayed using the standard color If the group color mode is activated you can only change the color of tasks that belong to a User Story and the others are displayed using the standard color again RTG Portale UG Expertise Software Solutions Page 11
8. o work with 3 1 Preparing a Scrum Team The Scrum Portlet uses Liferay user groups to manage Scrum teams In order to start working you first need to create a standard user group via the Liferay control panel and add all your team members to it Every member of your Scrum teams should have the Preferences permission for this portlet since this enables them to use the Ajax Push functionalities and change the portlet s theme Additionally you need to give the Manage projects portlet permission to all users who should be able to manage Sprints view Sprint status and configure the portlet instance 3 2 Portlet Configuration Ea Look and Feel Configuration Standard Individual amp Export Import Maximize Minimize Remove Test new portlets 8 Portlets t tester After setting up a Scrum team it is time to add the Scrum portlet to a page in your portal instance Using a one column layout is recommended since the portlet needs some space Make sure you have Preferences and Manage projects permissions on the portlet as mentioned before and then open the portlet preferences In the Scrum group dropdown you can then select the user group you created This configures the current portlet instance to show the progress of this Scrum team To manage another team you just need to create a second portlet instance and configure it to use this team RTG Portale UG E
9. olutions Page 4 RTG Portale 4 Planning your Project Once your Scrum Board is ready you can start working on your project Plan your sprints add tasks and start working as you are used to it 4 1 Schedule Sprints 2 October 2014 e Scheduling sprints is based on a very simple user interface Just define the length of your sprint by adjusting the slider and create it Afterwards you can always move and resize it by simply using drag amp drop in the schedule Move the whole sprint around or resize it by dragging it s end If you should need to delete a sprint you can do so in it s detail view by clicking on it Sprints can only be deleted as long as they don t have any tasks attached to them 4 2 Add Tasks to a Sprint Adding tasks is as simple as writing cards for a real Scrum Board Give it a short description optionally add it to a User Story and sprint and add all further RTG Portale UG Expertise Software Solutions Page 5 RTG Portale information via the WYSIWYG editor You can always add a task to the Backlog instead of choosing a sprint so you are able to create tasks in advance and fill them with more information later In the same form you can also enter your evaluation of the task in hours change it s status and choose a team member who is in charge of it Team members are always represented with their Liferay screen name 4 3 Upload Documents to your Tasks scrum_portlet
10. part is of course the virtual Scrum Board but there are also features that help you find specific tasks as fast as possible and communicate with your team 5 1 Working with the Scrum Board 7 vn HE Standard Individual ame Migrate our portlet from LR 6 1 Portlets d dev While working on your tasks the Scrum Board will be used for most actions In fact several comfort features have been added to it that make changing to other views unnecessary A simple example As long as a task has not been assigned to a team member you will automatically be assigned to it as soon as you drag amp drop it to the next status column To keep track of the hours you have worked on a task you can use the clock icon on the task card simply input the number of hours and an optional comment in the popup and you are done To be able to distinguish different User Stories or tasks you can change the color of all tasks as you like The three color modes in the top right corner show all tasks with the standard color let you color each task individually or set a color for each User Story Just use the color picker icon on the task card to do so RTG Portale UG Expertise Software Solutions Page 7 RTG Portale 5 2 Searching and Filtering Tasks Scrum Board Table Sprints Burndown Chart Sprint s Add task Description Assigned to Status Evaluation h Hours worked Install Liferay 6 2 m trotzek Fixed 4 3 Fi Configure
11. xpertise Software Solutions Page 3 RTG Portale 3 3 Prepare your Scrum Board Portlet preferences Status values Index Name Fixed Scrum user group Scrum Group 1 v ws Todo 2 x Individual user preferences Theme humanity In work 2 Fixed 2 Activate push s Add status Save When configuring a Scrum team for the first time the portlet automatically creates three default status values You can always edit delete and reorder these status values or add new ones in the portlet preferences Status values are used as the columns of your Scrum Board Make sure you always have a status value marked as Fixed This flag is used to identify tasks that have already been finished in order to calculate how accurate the evaluation was 3 4 Use the Portlet as Office Scrum Board Scrum teams are used to have a huge Scrum Board on a wall in their office which makes changing to a software even harder This portlet though has been designed to be displayed on a big monitor on the wall Ajax Push makes sure that the board is always up to date To activate the automatic updates you simply have to set the Activate push checkbox in the portlet preferences with the specific user that displays the Scrum Board Hook a simple computer up to a large display start up a browser and login to your portal This setup has for example been tested in production with a Raspberry Pi RTG Portale UG Expertise Software S
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