Agile Increment Manager - Help!

Our easy step by step guide to help you manage your epics across roadmap increments

 

Set up and Overview

Once you have installed AIM, you will see the link to this view on the left navigation bar:

Screen Shot 2020-07-06 at 10.38.30 am.png

Once clicked you will see all of your open Epics within the Jira Project in this view. By default all Epics will appear in the ‘Later’ increment. 


Both ‘Later’ and ‘Next’ increment are collapsed by default to give each user maximum focus on the current ‘Now’ increment. 

Screen Shot 2020-07-06 at 10.43.52 am.png

Simply click the side arrow icon to expand the increment.

Screen Shot 2020-07-06 at 10.45.14 am.png

Managing Epics

You can manage your Epics across increments with the AIM product. You can also order Epics within an increment, add T-shirt sizing and track progress.

Moving Epics within an increment

It is good to order the Epics aligned to priority. To do this, hover over the Epic row and once the hand icon appears, simply drag the Epic within the Increment to the desired place

Screen Shot 2020-07-06 at 10.47.29 am.png

Moving Epics across an Increment

To move a single Epic or multiple Epics across from one increment to another, click the checkbox next to the Epic 

Screen Shot 2020-07-06 at 10.49.07 am.png

and a button on the right hand side becomes enabled

Screen Shot 2020-07-06 at 10.50.23 am.png

Click this button and you are presented with a variety of options:

  • Send to Top

  • Move to Now

  • Move to Next

(the move increment action is relative to the increment selected, in the case the increment selected to move Epics from is the Later increment)

In the below example, clicking to move the Epics to the ‘Next’ increment will move them to the bottom of the Next increment.

Screen Shot 2020-07-06 at 10.52.25 am.png

Adding T Shirt Size to each Epic

You can add a T-shirt size to an Epic as an inline function within AIM. Simply click the ‘(edit)’ wording under the heading ‘T-Shirt Size’ and add in the sizing required. We recommend S, M, L, XL for simplicity.

Screen Shot 2020-07-06 at 10.54.14 am.png
Screen Shot 2020-07-06 at 10.55.22 am.png

Click the tick icon to save or the X icon to cancel.

Once saved, the sizing will appear on the AIM view and also be attached to the Epic details across Jira.

Screen Shot 2020-07-06 at 10.58.05 am.png

Adding more information to an Epic

To add more information to an Epic or to add more stories, issues, tasks, etc, simply right click on the Epic key link and select ‘Open in new tab’

Screen Shot 2020-07-06 at 10.59.12 am.png

This will open the standard Jira Epic screen and from here you can manage your Epic as you normally would.


Visualising progress of an Epic

Once you have some sub work attached to an Epic (i.e issues, stories, tasks, bugs) you will start to see them in the AIM view

Screen Shot 2020-07-06 at 11.00.44 am.png

The number of issues is captured and if you hove over the progress bar, you can view a count of:

  • Total issues

  • Completed

  • In Progress

  • Not Started

Screen Shot 2020-07-06 at 11.02.33 am.png

Visualising progress of an Increment

Its important to see how the increment is progressing, so there is an Increment progress bar above the ‘Now’ increment

Screen Shot 2020-07-06 at 2.21.53 pm.png

Simply hover over the bar to see the details of work completed, in progress and not started.

Screen Shot 2020-07-06 at 2.23.16 pm.png

Closing an Increment

To close the ‘Now’ increment, click the ‘close increment’ button in the top right corner.

Screen Shot 2020-07-06 at 2.25.00 pm.png


Any Epics that do not have the status of ‘Done’ will need their status updated to ‘Done’ or if they are not Done, moved into either the ‘Next’ or ‘Later’ increment. Once the increment is closed, the following message appears:

Screen Shot 2020-07-06 at 2.26.52 pm.png

All of the Epics in the ‘Next’ increment automatically move into the ‘Now’ increment, leaving the ‘Next’ increment empty and ready for the next priority items to be planned in.

For any more information or feedback, please contact us on the following email address: support@scalabl.com.au