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 and Agile. Particularly, Agile is dominating tech right now as one of the best workflows for development.
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.
How to best setup ClickUp for an Agile - Scrum workflow:
Start with the Hierarchy
Your Team Workplace 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.
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.
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.
Lists are the ultimate container for your tasks, and act as a perfect container 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.
Use Goals to Manage Sprints
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.
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 Custom 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.
3. Utilize ClickUp's functionalities to manage your Daily Scrum
A display of the ClickUp dashboard, which allows for a high level overview of the Folder/Project being worked on, especially helpful for Product Owners. Using the Me view within Box View makes daily scrum meetings a breeze by offering a way to see the Tasks that have been worked on yesterday, as well as what needs to be completed for the rest of the week!
Note: This view is coming soon!
This view allows the user to have a more day to day view of a Folder’s progress, helpful for Scrum Masters particularly as well as Product Owners. In addition, this view works perfectly for a Kanban setup, since you can create a task within a certain status and you can layer each task within that status.
Take advantage of the ClickUp calendar to make sure your team's time is being utilized effectively. Visualize start and due dates for your Lists, drag and drop unscheduled tasks onto the calendar, or filter tasks by their assignees. Check out this doc to learn more.
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 Details section to add descriptive commentary, assigned comments, attachments, and more as you work to meet your milestones.
With our Custom Fields feature, you can add a unique point value to each task with the dropdown field type.
You can then calculate your scrum points with our Reporting feature!
Any field with a numeric value can be calculated in reporting.
Keep in mind that you will want to use Lists or tags for sprints in this scenario so that you may filter our reports by that List or tag to see the total time estimates (points) for tasks in that sprint.
Check out this page for more inspiration on setting up your agile ClickUp team!