Add and Organize Items
Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.
Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.
Define backlog goals or objectives to focus development efforts and track business value delivery.
Add epics, features, capabilities, or strategic themes to the Portfolio Tree using the toolbar, right-click context menu, or drag-and-drop from other locations.
This article explains how to add a new list type in Agility
Use the Detail Planning page to identify, assign, and estimate tasks and tests for sprint backlog items.
This article explains how to use the in Sprint Planning option in Rooms2
This article explains how to enable or disable Release Planning option in Agility
Analyze historical increment data with velocity trends, burndowns, roadmaps, and capacity reports to guide planning decisions and optimize delivery strategy.
Schedule stories, backlog items, and portfolio items into projects or increments with visual capacity indicators to build balanced increment plans.
Portfolio items can have blocking issues to track impediments and can be generated from large stories to improve work breakdown and management.
This article explains how to use the in Sprint Execution option in Rooms2
Trend reports track changes over time in member activity, workload, estimates, effort, and test progression to support capacity planning and resource management.
This article explains how to use member planning option in Agility
Milestones mark important dates and events in portfolio delivery to track progress, communicate deadlines, and coordinate dependencies across teams.
Combine scheduling, capacity planning, and reporting to create optimized increment delivery strategies that balance work commitments with team capacity and velocity.
Planning capabilities for managing work across portfolio, product, release, and sprint levels with comprehensive tools and frameworks.
Plan and track strategic initiatives across your organization using portfolio planning, tracking, and collaboration tools in Digital.ai Agility.
Portfolio Level Release Planning organizes Epics and Features across multiple releases to support strategic roadmap planning and top-down delivery scheduling.
Portfolio planning tools for aligning portfolio items with strategic objectives using budgets, roadmaps, and portfolio management capabilities.
The Portfolio Tree defines and manages high-level features from strategic planning through delivery by breaking large initiatives into components, prioritizing work, and tracking progress.
Plan and manage product backlogs including stories, defects, dependencies, goals, and backlog inputs to deliver value incrementally.
Plan, manage, and track releases across multiple projects with a centralized view for defining releases, assigning work items, and monitoring progress.
Roadmaps support creating, viewing, and presenting portfolio item delivery plans using flexible views with Board and Timeline layouts.
This artice explains how to use the in Sprint or Iteration Planning Agility
Team Forecasting displays the difference between planned team capacity and target team capacity to support work allocation planning and delivery date forecasting based on velocity.
Update portfolio item planned delivery dates by dragging items on Board or Timeline layouts or by editing date fields directly in portfolio item details.
The Backlog page provides workspace capabilities for accessing, filtering, and organizing backlog items to manage product work effectively.
Velocity reports track completed work across sprints using different breakdown dimensions including risk, complexity, type, priority, project, and status.
Learn what types of items you can add to the Portfolio Tree, including portfolio items, backlog items, defects, and test sets.