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Get Started with Digital.ai Agility

Digital.ai Agility is an enterprise agile planning and portfolio management solution that connects strategy to execution. This topic helps you access your workspace, understand the interface, and complete essential tasks to start managing work effectively.

Before You Begin​

Get Access to Your Workspace​

Before using Agility, you need access to your organization's workspace. See Getting Access to Your Workspace to learn how to receive and access your instance.

Choose Your Edition​

Digital.ai Agility offers three editions: Essentials, Pro, and Premium. Each provides different levels of portfolio management, integration capabilities, and analytics features. See Understand Agility Editions for feature comparison.

Quick Start by Role​

Start with the workflow for your role. Each role-based guide covers your first day, essential workflows, and common tasks specific to your responsibilities.

See Getting Started by Role to choose the right guide for you.

Agility User Interface​

Learn to navigate Digital.ai Agility with three core tools: the hamburger menu for accessing features, the header toolbar for quick actions, and the planning level selector for filtering your view.

See Agility User Interface for a complete interface overview.

Your Profile​

Manage your personal information, avatar, system preferences, and password. Customize language, time zone, and display settings to match your preferences.

See Your Profile for profile management details.

Search Agility​

Find work items, projects, and content across your workspace using basic search or advanced operators for precise results.

See Search Agility for search documentation.

My Views​

Save and reuse custom filters for grids, reports, and boards. Create views with specific filters, columns, and sorting, then access them quickly from the header toolbar.

See My Views to learn about saved views.

My Work Page​

View and update all work assigned to you in active sprints. Customize grids to show relevant work items and update effort and status inline.

See My Work Page for details.

My Dashboard​

Monitor project and sprint metrics with customizable charts. Add charts for burndown, velocity, and trend analysis, then configure settings for specific projects and iterations.

See My Dashboard for dashboard management.

My Inbox​

Receive and manage notification messages about work item changes. Send messages to team members, mark messages as read, or archive them for later.

See My Inbox for inbox management.

Notifications​

Control which alerts you receive about work item changes through subscriptions or by watching specific work items. Choose delivery methods including email, RSS feeds, push notifications, Slack, or My Inbox.

See Manage Notifications and Subscriptions for notification configuration.

Next Steps​

After completing this getting started guide:

  • Explore planning features: Learn about backlog management, sprint planning, and release tracking
  • Customize your workspace: Configure custom fields and notifications to match your workflow
  • Join training: Access Digital.ai University for courses and certifications
  • Connect with community: Participate in community forums for tips and best practices

Get Help​

In-Product Help​

  • Click the ? icon for contextual help and quick tips
  • Use Search to find work items and documentation
  • Access Feature Guidance for walkthroughs of key features

Documentation and Support​