This doc explains features in ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
ClickUp is designed to be easily adaptable to many workflows, especially development workflows such as Kanban, Scrum, and Agile in general.
ClickUp utilizes the scrum methodology within the Agile workflow system. If you’re interested in learning more about agile, check out these helpful blog posts on the basics of agile and how to implement agile for your project management.
Manage Sprints in ClickUp
There's a few ways of handling sprints in ClickUp! Choose the one that's best for your workflow:
- Custom fields: This is what we use at ClickUp! Recommended if you want tasks in different locations to go into the same sprint, and if you want to create views for your sprints
- Goals: recommended if you want to tasks in different places in the same sprint, and track the sprint from a high level
- Lists (easiest): recommended for the easiest approach if your needs are pretty simple
Pro tip: With #1 and #2, you'll be able to create custom views so you can see workload, capacity, and planning using Box view.
Option 1: Use Custom Fields
This is what we use internally at ClickUp! It's recommended if you want tasks in different areas of your Workspace to go into the same sprint. For example, you could have a list of
Features and list of
Bugs - then you can apply a custom field to tasks that you want to go into your sprint.
Just setup a
dropdown custom field (if you want tasks only going into one sprint) or a
label custom field (if you want to roll them over to new sprints ie. having multiple custom field options applied to one task).
It's also a great solution to create different views for sprints. With this option, you can create custom views to track your sprint progress.
Option 2: Use Goals
This feature is totally unique to ClickUp. Once you're ready to conquer tasks placed in your backlog List, just move them into a Goal to start your Sprint!
You'll be able to automatically track your Sprints in real time, and even link tasks from entirely different areas in ClickUp.
Option 3: Use Lists
These are where all of your tasks live, and are perfect for categorizing items that should be done now vs. those that can wait. Lists are perfect for managing sprints if your needs are pretty simple - you can just create a List named "Sprint 1" and all of your tasks can be placed there.
With this option, you can create custom views to track your sprint progress.
How to best setup ClickUp for an Agile - Scrum workflow:
Start with the Hierarchy
Your Workspace is the company you work for, which includes members from every department within your company, but agile is typically implemented only for members in your development/engineering Space.
Recommendation: Use a "Development" Space
Spaces let you customize what your engineering team needs to effectively set up an Agile workflow. We’ll come back to the details for this, but essentially we want to enable features, statuses, and integrations that are required for an efficient development team.
Recommendation: Use Folders such as "Frontend", "Backend", "Bugs", "Features", or "Sprints"
Folders will serve as categories for different parts of your product development. For example, at ClickUp we have Android, iOS, Frontend, Backend, etc Folders in our development Space. Folders organize your Spaces and contain Lists and tasks.
Recommendation: Use Lists like "Features", "Bugs", or "Sprint 1"
Lists are the ultimate containers for your tasks, and and are perfect for housing for your backlog items. When you're ready, you can move tasks from your backlog List into a Goal to manage a Sprint!
Tasks are the true action items within ClickUp. For each sprint to be pushed into production, each of its tasks should be completed as well. Tasks that need to be pushed into the next sprint can be easily moved.
Other Features, Views, and ClickApps
Now, we need to set up the statuses for your task workflows. This is an essential component of the Scrum methodology. Select our Statuses, and then click Scrum to access our pre-formatted Statuses for this workflow. You can also customize your own statuses and save them as a template for use in other Folders.
Tags can serve as the means by which each task within a sprint is organized. For example, there can be tags added for tasks that are bugs, hot-fixes, and server issues, just to name a few. Also, simply adding a
Sprint tag to your tasks can help clarify imminent action items.
Having an integration with Github works perfectly for a Scrum workflow, since being able to push and fork into different environments is essential for the development process. GitHub lets you track issues, commits, and really anything you need to know about a task within the task’s activity log. This makes it easier to keep track of the Status of a development task.
Use Time Tracking with Time Estimates? ClickUp calculates how much time remains for the sprint. This feature is available for each task and is cumulative for the entire List that those tasks live in. This allows you to have a clear understanding of how long it will take to complete a task and/or List, while also giving you a rough idea of how productive your team members are.
Setting a task to occur at a given date or interval comes in handy when there are repeating actions that need to be completed within a certain sprint, such as Q/A within a Development Space or outreach within a Marketing Space. This feature can be set for each task or subtask created within a Sprint.
Start and Due Dates
The entire Agile workflow relies on having goals with a beginning and end! Start and due dates complete that. Just add a date that a task should be started by as well as its due date and you will have the ability to filter by start and due date, making it easier for the product owner or scrum master to evaluate where in the development cycle they are.
Tracking Sprint Progress in Box View
Progress and Planning
Under Settings, toggle
Show time estimate on to see the time people have estimated vs. what they've actually done:
It's the perfect way to manage timelines for your sprints!
Workload and Capacity
As we see above, Alex K (the user second from left) could probably use more tasks because he seems to be almost done with everything assigned to him.
Plus, we can see that Wes (left) has a lot more work than everyone else.
Other ways to manage your Daily Scrum in ClickUp
This view allows the user to have a more day to day view of a Folder’s progress; it's helpful for Scrum Masters in particular, as well as for product owners. This view is essentially a Kanban board.
If a task or Folder can’t be completed until a certain task is completed, then product owners can set a dependency as a blocker. This makes it so that certain tasks must be completed in for other tasks to be completed afterwards.
ClickUp Lists are perfect for marking the completion of big objectives, since they are the primary containers for your all of your tasks! Use the List Info section to add descriptive commentary, assigned comments, attachments, and more as you work to meet your milestones.
Paid Workspaces can also calculate numeric fields (your scrum points) in the Custom Fields reporting section:
Keep in mind that you will want to use Lists or tags for sprints in this scenario so that you may filter by that List or tag to see the total scrum points tasks in that sprint.
Check out this page for more inspiration on setting up your agile ClickUp team!