Getting Started with the Web Client
The ScrumWorks Pro Web Client provides a Sprint-centric view of ScrumWorks Pro
data. It is primarily intended for Team Members working toward
Sprint goals as a light and convenient interface to update task
status, estimates, impediments, and to obtain important Sprint information.
The Web Client has two primary modes or views:
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All Tasks view: a Product and Sprint specific view
providing a detailed "taskboard" interface for tracking the progress of all tasks
in the selected Sprint.
The "All Tasks" view also provides a Sprint Burndown Chart and Impediments section.
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My Tasks view:
a user-centric view of one user's tasks across all Products. It is a light and
convenient interface primarily intended for Team Members working on multiple
Teams and Sprints.
Log into ScrumWorks Pro Web Client
All ScrumWorks Pro users may log into the Web Client, although team membership
is required for certain functions such as
Volunteering for Tasks.
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Point your browser to your server's ScrumWorks Pro installation:
http://hostname:8080/scrumworks
where "hostname" should be replaced with the hostname or IP address
of the server where the ScrumWorks Pro server is installed.
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The screen will present you with two options, "ScrumWorks Pro Desktop Client"
and "ScrumWorks Pro Web Client". Click "Log into the ScrumWorks Pro Web Client".
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The system will redirect you to a login page. Enter the login name
and password as set in the User Manager or User Preference section
of the ScrumWorks Pro Desktop Client. Note: if you do not have a
login name and password yet, the Admin user can generate one for you.
Users may only be added from the ScrumWorks Pro Desktop Client.
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Synchronizing with other Desktop Client and Web Client users
Because ScrumWorks Pro is a multi-user system, there is a possibility
that the data represented within the Web Client is out of synchronization
with changes made by other users. To compensate for this, the Web
Client will automatically poll the ScrumWorks Pro server for any updates
to the content being displayed to the user.
If an update is detected, an orange warning bar will appear on the Web Client.
Clicking the orange warning bar will initate a refresh of the Web Client.
Any changes made to the Product Backlog Items, tasks, or sprint burndown
chart will be refreshed within the Web Client.
All actions taken by Web Client users are immediately saved to the
ScrumWorks Pro Server, much like making edits in the Desktop Client.
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All Tasks View
The All Tasks view provides a Team-centric view of Sprints. All tasks
currently defined in the selected Sprint will appear on the "Taskboard", including
tasks with a designated Point Person and those without a Point Person designation
(unspecified).
The All Tasks view is comprised of three main components:
- Taskboard: a functional view
that shows all the current tasks within a sprint and their statuses.
- Sprint Burndown Chart: a graphical representation of Sprint
level progress that shows the sum of task hours remaining on a day
by day basis.
- Impediments: a reminder of what blocks the team from being
most effective.
Selecting the All Tasks view
The default view for the ScrumWorks Pro Web Client is the All Tasks view.
Users can toggle the view between All Tasks and My Tasks.
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Once logged into the Web Client, locate the "Taskboard View" options
located at the top left of the screen.
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Select the "All Task" option for the "Taskboard View" located at
the top left of the screen.
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The "All Tasks" view of the ScrumWorks Pro Web Client is a Sprint centric view;
it shows information relating to a specific Sprint as selected by the user.
The first step is selecting a Sprint, however, is selecting the Product
to which the Sprint belongs. Note, the list will contain those
products for which the user has access.
To select a Product:
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Find the drop-down menu labeled "View Product". Select the Product you
wish to view. The page will reload and update the "View Sprint" drop-down
menu.
ScrumWorks Pro will remember the last Product selected by a user.
The next time the user logs into the web client, the previously chosen
product/sprint combination will be displayed. Note, this choice does not
affect any preferences set in the Desktop Client.
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The "All Tasks" view of the ScrumWorks Pro Web Client is a Sprint centric view;
it shows information relating to a specific Sprint as selected by the user.
To select a Sprint:
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First make sure the correct Product has been selected.
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Find the drop-down menu labeled "View Sprint". Simply select
the Product you wish to view. The page will reload.
ScrumWorks Pro will remember the last Sprint selected by a user.
The next time the user logs into the web client, the previously chosen
product/sprint combination will be displayed. Note, this choice does not
affect any preferences set in the Desktop Client.
The ScrumWorks Pro Web Client will default to the latest sprint.
Show Sprints only for Teams to which I belong: this feature
allows users to filter the list of sprints by
showing only those sprints for teams which the user is a member.
This is useful when there are multiple teams sprinting
on the same product.
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The All Tasks view of the ScrumWorks Pro Web Client provides a
"taskboard" view of a selected sprint. Generally, taskboards are used at the team level to
track the progress of Product Backlog Items and Tasks in Sprints.
The taskboard arrays all defined Sprint Tasks into status columns,
indicating the overall progress of the sprint visually.
Click here
for more information about taskboards.
Each row represents a Product Backlog Item that has been committed to the Sprint.
The Product Backlog Item title and description are displayed in the far left column.
Tasks for the Product Backlog Item are displayed in the appropriate task status
column along the same row.
Changing the status of a task is as easy as dragging it from one column to the
next. Task order within each status column can also be maintained.
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Taskboard Layout Description
The taskboard is designed to be used as you would index cards laid out on a
table or pinned up on a board. Each row represents a Product Backlog Item and
its associated tasks. The Product Backlog Item title and description are
displayed in the far left-hand column. Each of the Product Backlog Item's
tasks are displayed as individual cards, ordered within the status column
that applies to each task. The header of each column lists the status and the
number of tasks in that column.
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Product Backlog Items: Each Product Backlog Item displays
the Title, Description, Effort Estimate, and Done status.
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Tasks: Each task card displays the Task Title, Point Person,
and Estimate Hours.
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Customizing the Taskboard Display
The taskboard may be customized in the following ways:
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Collapsing Backlog Items: When checking the "Collapse Product
Backlog Item Rows when all Tasks are done" checkbox, the Backlog Items
which have Tasks only in the "Done" are collapsed so that
their description and tasks are hidden to take up less space on the taskboard.
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Highlighting Tasks: When checking the Highlight Tasks checkbox and
selecting a team member from the dropdown list, any tasks assigned to that
team member will be highlighted with the selected color. "Unspecified" tasks
may also be highlighted to aid finding tasks that aren't yet claimed by other
team members.
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New Tasks may be added from the Web Client.
To add a new Task:
- Find the Product Backlog Item to which you wish to add a new Task in
the left most column.
- Click the "+ Task" button in the bottom right corner of the desired
Product Backlog Item.
The "Add Task" dialog will open.
- Input the Title, Description, Point Person, Task Status, or Estimated
Hours as desired.
- Click "OK" to save or click the cancel button
to close and abort any changes.
When saved, the new Task appear in the respective status column that
was selected by the user.
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Tasks may be edited from the Web Client.
There are two ways to begin editing Tasks:
- Click the Task title as it appears in the taskboard. Alternatively,
click the arrow on the task and select "Edit Task" from the drop-down menu.
- The Edit Task dialog appears. Note, the unedited Task title is
represented in the header of the dialog.
- Edit the Title, Description, Point Person, Task Status, or Estimated
Hours as desired.
- Click "OK" to save or click the cancel button
to close and abort any changes.
When saved, the Task may change appearance or location to reflect the
update. For example, if the status was changed, the task will move
to the respective status column. If the point person was edited to
the current user, then the task color will change to match the rest of
the user's tasks.
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Tasks are displayed in columns according to the Task status ("Not Started",
"Impeded", "In Progress", or "Done"). For example, all Tasks that
have not yet been started are listed in the "Not Started" column.
There are two ways to change Task status:
Drag-and-drop method:
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To change the status of a task, simply drag it into the
appropriate status column.
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Task status is updated as soon as its dropped into the status
column. Status changes made in the Web Client are
immediately reflected in all other clients,
including the Desktop Client.
Edit Task method:
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First, open the Task's Edit Task dialog.
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Choose the desired Status in the "Task Status" drop-down menu.
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The task now appears in the respective Status column on the
taskboard.
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When any one column for a single Product Backlog Item contains
more than one task, those tasks can be individually ranked within that
status column. This rank is independent of the rank in the Desktop Client.
Ranking tasks within the status columns on the Web Client will
be maintained within the web client only, it will not
effect the ranking in the Desktop Client.
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To rank a task within a status column, simply drag it into its
new position using the mouse.
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Moving Tasks between Backlog Items
Tasks can be moved between Product Backlog Items.
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To move a task from one Product Backlog Item to another, simply
drag the task from its existing Product Backlog Item and drop it into
a status column of the Product Backlog Item to which you want this task
to belong. A task can not be dropped into a collapsed Product Backlog Item row.
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Volunteer as Point Person
Team members can volunteer as point person on tasks in the Web Client.
Being a member of the team corresponding to the selected Sprint is a requirement.
When a Team Member decides that they would like to make themselves the
point person on unassigned tasks or tasks currently "owned" by another user,
there are two methods to achieve this goal through the Web Client:
Take Task method:
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Make sure you're a member of the Team corresponding to the selected Sprint.
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To volunteer for a task click the arrow icon of
any task where you are not currently the point person.
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Choose "Take Task" from the drop-down menu.
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The task changes color to denote its now owned by the current
Web Client user. The task also displays the new Point Person's
name.
Edit Task Method:
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First, open the Task's Edit Task dialog.
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Choose the desired user in the "Point Person" drop-down menu.
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The task now displays the new Point Person's name.
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Users can update the time spent on individual tasks through the Web Client
using the Edit Task dialog.
- Open the Task's Edit Task dialog. Time
can be tracked against any task, not just those tasks for which
the user in question is the "Point Person". This is useful in cases
of pair programming or collaboration.
- In the field labeled My hours spent today enter the
total hours worked on the task during that day. Note that the time must
be entered in U.S. format (0.25 for 15 minutes). Commas or other
decimal indicators cannot be used at this time.
- The current user's total hours spent for the given task is summarized in
the field labeled My total spent.
- Click "OK" to save, or "Cancel" to abort.
Historical entries may only be edited using the Desktop Client's
Timesheet screen.
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Tasks may be deleted from the Web Client.
To delete a Task:
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Click the arrow icon on the task
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Choose "Delete Task" from the drop-down menu.
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Confirm that you really wish to delete the task by clicking "OK",
or click "Cancel" to abort the delete operation.
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Marking Product Backlog Items done
Product Backlog Items can be marked "Done" within the Web Client.
The Product Backlog Item will indicate the current Done status with a checkmark.
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To mark a Product Backlog Item done, simply click inside the done
checkbox of the Product Backlog Item you wish to mark Done.
In order to mark Product Backlog Items as "Done", the user needs to
have the "Mark Product Backlog Item as Done" permission.
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Opening and Downloading Attachments
Files attached to Product Backlog Items in the desktop client may be opened and
downloaded from the Web Client, in both the Taskboard and My Tasks display
modes. When a Product Backlog Item contains attachments, a paper clip icon appears
in the lower left corner of the Backlog Item column cell and an "Attachments" link
appears listing the number of attached files.
To open or download files:
- Click the attachments link, or open the Backlog Item by clicking its title.
- The Product Backlog Item popup opens, and attached files are listed in a box at
the bottom. Click the link for any file to open it.
- When clicked, the attached file is downloaded and automatically opened by the browser,
according to settings for opening files of differing extension types.
- Attachments opened by the browser may be saved locally by using the browser's File menu or
right-click context menu.
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Sprint Burndown Chart Overview
The chart is specific to the selected Sprint. It is dynamically
generated, so updating Task effort estimates will
update the Sprint Burndown Chart immediately.
To save a burndown chart, right click the image and select
"Save Image As...". Provide a name and local disk location to save.
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The ScrumWorks Pro Web Client displays any unresolved impediments
logged by the Team associated with the displayed Sprint. Impediments
may be entered, edited, and resolved from the web client. Each Impediment
may be edited for the following information: Title, Description, Reporter,
Resolved status.
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Click the "New Impediment" button and enter information in the resulting
New Impediment dialog and click "OK". The new Impediment will appear in
the list sorted first according to its creation date, and second
alphabetically according to its title.
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Click on its entry in the Title, Description, or Reporter column. Edit
information in the resulting Edit Impediment dialog and click "OK".
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Click on its entry in the Title, Description, or Reporter column. In the
resulting Edit Impediment dialog, check the box next to "Resolved" and
click "OK". The Impediment will remain in the list only until the next
page refresh.
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My Tasks View
The ScrumWorks Pro My Tasks view provides a user-centric
view of ScrumWorks Pro data. It is a light and convenient interface
primarily intended for Team Members working on multiple Teams and Sprints.
The view is comprised of two sections:
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Summary Table: a quick look at each of your current Sprints in each Product.
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Taskboard: a functional view that shows all your current tasks within a
Product/Sprint and their statuses.
The My Tasks view works similarly to the All Tasks View.
Intended for users working on multiple Teams, Products, or Sprints,
the My Tasks view offers users a consolidated view of all tasks for which the
user in question is the designated Point Person across all Products and Sprints.
The remainder of this guide focuses on the differences between the All Tasks
and My Tasks views.
Selecting the My Tasks view
The default view for the ScrumWorks Pro Web Client is the All Tasks view.
However, users can toggle the view between All Tasks and My Tasks.
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Once logged into the Web Client, locate the "Taskboard View" options
located at the top left of the screen.
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Select the "My Tasks" option for the "Taskboard View" located at
the top left of the screen.
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The Summary and Filter table at the top of the My Tasks view lists each Product
and Sprint that contains tasks for which the current user is the designated Point Person.
The Summary table displays only current Sprints: those that are ongoing or
whose ending dates are within the last five days. The total of the user's
estimated Task hours remaining as well as the days left for each Sprint are also
listed.
There is a checkbox next to each Sprint's dates that will allow the user to
hide Sprints for this session. This action will filter the taskboard below
to better focus current work efforts.
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When any one column for a single PBI contains more than one task, those tasks
can be individually ranked within that status column. This rank can be considered "your"
ranking, independent of the rank in either the Desktop Client or the All Tasks view of
the Web Client.
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"Priority" is implied by a task's vertical position in a status column.
To rank a task within a status column, simply drag it into its new
vertical position.
Note that you cannot drag a task between Products in this interface.
To move Product Backlog Items between Products, please use the Desktop Client.
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Moving Tasks between Backlog Items
Tasks can be moved between Product Backlog Items of the same Product.
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To move a task from one PBI to another, simply drag the task
from its existing PBI and drop it into a status column of the PBI to
which you want this task to belong. A task can not be dropped into a
collapsed PBI row.
Note that you cannot drag a task between Products in this interface.
To move Product Backlog Items between Products, please use the Desktop Client.
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