VivifyScrum Webinar & Transcription

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[00:00:29.580]
The first, if you want to tell us a little bit about your use case, a little bit about your projects and business, you can go ahead and do that over in the chat room. If you have any questions about the tool, the deal, how to get set up, go ahead and leave those questions in the Q&A box down below this video. We do have somebody on standby to answer them, but we will also do a short Q&A at the end of the walkthrough.

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And the last thing is that there will be a replay of this available. So if you want to just hang out, watch this over and over again, you totally can. If you need to step out, you can as well. All right.

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That is it for me. Hey, Murray, how are you?

[00:01:04.110] – Murray (VivifyScrum)
Hi. I’m doing great. How are you?

[00:01:06.630] – Lindsay (AppSumo)
Wonderful. I am doing very well. I am excited to walk through this today. You can go ahead and start the walk through and let me know when you are ready to do the Q&A later, OK?

[00:01:17.940] – Murray (VivifyScrum)
Thank you. So high some links. My name is Maria and I work at the ice cream as a customer support manager for the very first car has been on the market since 2015. So for the last five years it has evolved quite a lot. And if you want to get to know more about the history, I won’t bother you with it anymore. You can check out the comment from our co-founder on our deal page on Ximo. So I will start this walk through with the probably the most commonly used sentence in 2020.

[00:01:57.750]
I’ll share my screen. So here it goes. And this is what you see here. Is your vehicle scrum dashboard this when you log in for the first time, you will only see my organization without all these protection because the organization is created automatically. What you will want to do first is create your first bought. So let’s name it first board. Click on the next the NBA crime, you have two types of words to choose from Scrum and can in this walk through Will will choose the scrum board.

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It is great for a complex project. And if you are organizing your work through several periods like in iterations and the Cambon board is like a simple to do list. So let’s just scrum on the next step. You can import the configuration from another board, but if you’re creating your first one, you won’t have any boards to choose from. And you can also import the team members from another board on the next step. You can add your own logo or it can be a logo of a client for the project you’re working on and click on next.

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So this is the next step. This over here, so you hear on the left side side bar, the left hand side bar, you see your boards in your organization, and this is the product backlog at the discounts backlog. And Sprint one are the default columns you can delay to the Sprint column, but you can’t delete the backlog column of what you can do is customize your board to match your workflow so you can maybe add a column for documents.

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You can add a column for users feedback. What you can do with them is you can drag and drop them to reorder them, and each column has its own drop down menu with the different options. But we will go through that later before we start adding our tasks. We will of you will probably want to work with your team on this board. So we will head over to the team members page. Here you will see you will always see your picture first, because you are if you owned the organization, you will automatically be the owner of all boards within that organization so you can invite your team members if you’re doing this for the first time.

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So this is your first board. You will have to type the whole email address of the your team members or the person you like to invite because they have other boards here.

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I would just type the names. What you can do here, but this can also be changed later, is you can assign permissions. So we have four types of permissions on import admin, bright red, which is read-only and a comment. So we would like to stay with the admin. We can employ someone more so, for example, and so we can write permission. And as I said, you can change it later over here. So let’s go to the product backlog and create our first desk.

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You can create desks by clicking on the plus icon or by using a keyboard shortcut which is pressing the key a first. What is required is giving the title of the item. So let’s name it homepage design. And what is very useful here is that when you type the hash tag, you will get to this drop down menu and like let’s say we want to assign Mark to do this task. Just start typing, mark and click, enter. And let’s say this task will be its type will be improvment.

[00:06:39.630]
And click, enter, so your first task is created, let’s open it to see more details here. You can add the description in the description. You can, of course, that’s typed the text or you can drag and drop or select images from your computer. I will just show you how that looks like once you add. Picture, so this is what it looks like while you editing the description and once you click save the picture will appear next.

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You can add checklists here, you can add the multiple checklists and the multiple checklist items. So let’s say testimonials. Oh, no. OK, so the items can be marked as done, the next section is files where you can upload files directly from your computer or you can use the integrations with the Google Drive and Dropbox. The next section is about the comets comments and activities. Comets are if you have the active integration with, let’s say, get aboard, the comets will appear here.

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And the comments are comments as usual, and the activities are all the things that are that are happening with this site. And so, as you can see, we have that Mark has created checklist one that he has added the description and so on in comments. You can imagine people you can mention your team members and they will get the email notification that they are mentioned in some comments. All of these steps can be modified. You don’t need to see all of them.

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If you don’t want to see all of them, you can turn some of these off on the configure board page. I will go to it later. And you can also take the default that you want to see here on the right hand side over here. The first thing you see here is the location of this site. Next on this tab, details. You have the performers. So we divide them into groups like assignees, the people who are responsible for working on this item and reviewers who are responsible for checking that work that has been done on this site.

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And you can assign multiple assignees on one item and multiple reviewers. Next, we have labels of these colored labels are the default ones. You can delete all of them or you can just add a title to them.

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So let’s say this is design. And you can also change color. I always go for a green one. And click on it, and the label has been added to this item. Also, you can add multiple labels estimation. It’s a relation between the value that this item brings to your business and between the first unit. So also this this can be turned off in the configured Borth page. If you don’t want to use this the value option and if you’re using the points or ours, it can or any custom unit you can set that set up that store.

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We also have a planning poker, which is quite useful if the team is working remotely. So while they’re estimating estimating the tasks through their planning session, they can use the planning poker and you will invite all of your team members. The thing is that they need to be the team members. It needs to be online, which at the moment. But I would just say how it looks like. So you invite the team members and each member casts its voice vote.

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So you will hear see the votes from other members. And you can change if you agree to if you all agree to change the estimation over here and click save and that that’s it. You will see the points have been changed for this item. Next, we have a work log tab. If it’s you can create work logs manually just entering them over here or you can download the time tracker, which is available as Chrome extension or desktop app. Also, it is possible to switch on the time tracker there directly on item cards and I will show you how that looks like later on the relations tab.

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We have the sub items or parent items that we first problem. We have a two-level hierarchy. So one parent item can have multiple sub items. You can add sub items by searching for the existing ones here, or you can create a new one directly here. So that will mean that this item, which is opened right now, so this homepage design item will become a parent item of all the sub items that are created here on the events page.

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You can set the due date, you can choose from the default options, or you can set the custom date for your due date on this event. Button you it is actually for reminders you can set the one to receive an email about anything like that to remind you that you have a meeting or something. All of them, many of these things that we have been doing in the open item can be done directly from the cart. So you see here, here is the situation here.

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You can read comments directly on this card. You can mark this item as a priority and you can set due dates here. And labels are located here and so on. Sorry. Then want to collect. Each item has its own drop down menu. Great many options. And I want to go through because it might be a lot for this first walk through the app. So because I guess you don’t want to wait and watch for me. I think like 20 items I will go to a board which already has many items added.

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So this is a product backlog. And since we’re as I said on the beginning, this is a scrum board will be the option here available is that each column can become is a sprint. So what you want to do when you begin another iteration, you would want to start a sprint first. You will choose the sprint interval. So probably most teams have experienced that there along for the last four, one or two weeks. So just for today, one week, and you can also add a sprint to goal, which is optional.

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I want to start this one because I already have one active sprint. But remember that you can have multiple active screens. So if like, let’s say, two teams, like designers and developers are working on the same board and they have different desks, they can each team can have its own active sprint on one board, within one board, starting a sprint that gives you a new page, which is called sprint backlog. It is right here in the spring backlog.

[00:15:28.990]
Pretty much looks the same as the product backlog. But what’s important here is that every sprint backlog needs to have at least one column that is marked as done. So these four columns, actually the three columns are default wants to do in progress. And then this review test column has been added by me and we can add maybe more columns.

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Also, like on the back of these columns can be dragged and dropped like all of the items on the this board like this. What you don’t really have need to move each item like one by one. You can use a multi select, like the usual controls you use on your keyboard shift and click and you can select multiple items. This gives you a new drop down menu over here, which is for bulk access so you can perform the same action on all of the selected items so it can move items.

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This means moving on this board to a different column. You can add labels, assign items at once to one or more team members, move the items to different board mirror. They are items on other boards or delete the selected ones. You can also manually move them to a different column. What is useful also on this page is the filter option. You can filter by different criteria like let’s say we can filter out the tasks assigned to Mark and let’s say we want to find all the bugs that are assigned to him so you can see them there.

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You can save this filter if you use it a lot. So the filter is saved and you can see this. And here this indicates that you have an active filter. So once we clear this, you will again get all the items that are on this board and it filters can be found over here. So that once you finish the sprint, once this iteration comes to an end, you will go here and finish the sprint. All the items that have been marked as done so that haven’t been completed and that are not in this damn column will be transferred to the product backlog in a newly created column, which will be called, in this case, landing page sprint, not finished items.

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And that is probably the basics with this product and sprint backlog. I will go through other pages that are available. Each active sprint has a burnt down page which shows you different charts and the burnt down chart and some stats that are useful for tracking the performance of your team later. We have a stats page, which is a total stats. So this is for the whole board and not just for the active sprint. You can see the stats per user.

[00:19:28.210]
You can grab them by Sprint. You can choose what you what you want to see here, completed items, points, logged time and so on on the historic page. You will get all the actions that have happened on the board by all the team members, so it really seems like the mark over here, but you can’t talk like different periods and yesterday, the last seven days, or you can choose a date range if you’re looking for for any particular action on the labels page.

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We’ll get to the list of all labels that have been created on this board. You can also add descriptions to each label. You will see all the Sunnis that are working on the items that have that label. You can see the number of items and so on. Once you click on a label, you will get to see all of the items and their location within this board. And on the next page statistics, you will get some basic charts about these items that are labeled with that label and on the details that you get to add to this change the color or the label name on the files page, you guessed it, you will have all the files that have been added to this board.

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You can search for them over here and you can see the file name. And below it is the title of the item on which this file is attached. And when you click on it, you will open this item. And here you can see this file. You can download all the files here, but you can only download the files that have been uploaded from your computer, you can’t download the files that have been attached from your cloud storage or whether you’re using Dropbox or Google drag on the workbooks page.

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You will see. OK, I have an active filter here. So on the work looks page, you will see all the logged hours by the team members on your board. And you saw the filter. So this is useful if you’re like you want to see all the love that was like for, let’s say, the last month because you want to create this is a task for that is the reason I have only three logged our log work logs here.

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But when you filter the view, you can select all the work logs that have been created in the last month and create an invoice for those work logs. And you can create a download download the reports to members. Page was I showed you this at the beginning on the trash page. You can see all the items you you’ve deleted, you can reopen them from here or delete them permanently. And now we’re coming to the configure board page, which I mentioned a few times.

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So here you can see if you made the mistake or you think that Cambon would be more suitable for you for your work. You can change the board type here. You can upload the logo, you can archive the board or delete it. And this is the settings page. This is the page I miss the most here. You can set different default values like default as any default follower followers are people. I forgot to explain this is that people who who wants to be notified about any changes on an item, but they’re not actually assigned needs nor reviewers.

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So like maybe a project manager who would want to be notified about the progress of an item, but he’s not in charge of working on that item. That would be a follower. So here you can set those item tabs on on your items so you can turn off any of this. And here you will choose the one that will be the default one next. You can hear you can change the visibility of item card controls.

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So this means these are all the things you can do directly from an item card. And you see here the work tracker is turned down. I will show you in a second how that looks like. And you can change the effort on this here from points to hours or custom units. And we have a custom fields you can add to your items. And at the moment, that can only be in the metric. The type can be numeric or input the text text.

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I would just go back here to show you how the time tracker looks like. Here is the clock tracker icon. And once you click, it starts and it starts logging your hours, your work, and once you click stop, it will automatically create a work log here on this item that would be all about the boards, like a comprehensive overview. And I will just could go through the features related to the organization. So when you click on their organization name from the sidebar, you will get to see all the boards that have been created within this organization.

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Next, you can add projects. So when you add the projects, you need to define the start date and an end date. You can add different groups like the labels or tags for about this project. You can connect to link clients with this project. You can link the boards. This means that you’re linking the board where the work where the actual work for this project is happening. And you can add Engagement’s of your team members. So we will do that.

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You can if you’re not sure who will be the one who is working on this project, you can, like, put a placeholder like we need the CSF developer. And he will be working for like, say, 15 hours per week, and you need to add a role for him, this this is all created by you. So there are no default roles. You need to create all of them. This function similar like labels. And we need also to define from when disengagement starts and when will it end so you can click add.

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So here you see disengagement later on you can add once you decide who will be working on this, you can add a real name or real email and name of the person who will be working on this project. And next, we have the invoicing part. I already showed you how to create that. You can create invoices based on the work logs, but you can create the invoices from scratch here. All the for everything on this page is editable, so you can change everything you can.

[00:28:03.770]
So a currency and the list is quite long. And once you create this, you can add your logo here. And later when you have it created, when you have created it, you can send it directly from the app to your client. Or you can save it as a new template if you want to use it again in the next month, templates are located here on the second tab and you can also change the status of the invoices from sent to overdo on the workflows page.

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It is the same page and it looks the same as the work logs page on your board. But this is the work page of the organization. So you have all the work logs from all of the boards that are within this organization. You can also perform the same actions here. You can feel the view. Let’s say we want to see only Mark’s work logs. And we would want to select them all and create an invoice for this. You can combine all of them, you can separate all of them are a group work by a Sunni and this will create an invoice.

[00:29:25.260]
So here you can see how many hours he has been working on. You just need to put the price and if you have a tax discount or whatever so it can be done from here. Yes. On the team management page, you would want to add all of your employees so each employee has a profile card. It looks like this you can add roles and labels to your team member, you can add some additional info like address a second email, bird, the salary and so on.

[00:30:09.160]
You can track their time off. You can track their vacation days, parental leave, sick leave and other time off. You can add engagements for projects directly from this profile card. And you can see all of the boards where this team member has been added to. And you can if you’re the owner of the board, you can obtain all the permissions here on the guest page. You will find all of the users you added to verify Scrum or to some to your boards.

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But they are not your employees and they are not your organization members. So this will probably be like if you want to add your clients on the board for them to to check out the progress of the project. And they need to have like Read-Only permission. They will be visible here like like guests. And if they have, as I said, the Read-Only permission on one of your boards, they don’t count in that total number of team members you’re paying for on the permissions sets tab.

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You can create custom permissions for your organization members. So let’s see. I will show you just what options you have. Like you can choose what you want them to see and what would you want them to do here within the organization. The next page is a report you can choose among the three types, three type of reports, members, data engagements and a workforce report, this generates a PDF report or a ASV file on the configuration page.

[00:32:14.930]
You have a basic organization, the info you can transfer the organization to someone else. You can archive the organization or delete it forever. And what it is left is your account settings to which they’re accessed accessible. From here, when you click on your name in the lower left corner, the first page you will see here is the My Assignment page. This page shows all of the items that have been assigned to you across all of the boards. So it doesn’t matter in which organization they are.

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It just matters that you are a member of that board and you will see all the desks here. And next page is my history page, which is quite similar to the history page of a board. But you can see the your history writing my history, but you can see all the boards, all the actions, all of the boards you belong to. So you see here that the logo of a board and the periods are the same as on as on the history page of a board.

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Next page is a notification. Here you will see all the notifications you’ve received. And this is quite important. Page the notification settings. We have three types of notifications, email, desktop and inact notifications and many, many actions. And you can really refine what you want to receive and how you want to receive them defecation, whether it be via email or desktop or just in it. When you have the inact notification, this bell over here, we will have the red dot and you will see that you have a new defecation on the profile page.

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You have the most basic of things like personal info, your email and so on. And since you are EPSO more users, you will also hear this user using right now is not. So you will see here the fifth tab, which is called, which is called Epsilon, and you can stack your quotes there. And this is the last thing I will. So you can also change the theme of scrums so you can change the color. And that’s it.

[00:34:56.230] – Lindsay (AppSumo)
Yeah, I’m done with the walk through so we can go to the question. Wonderful. Thank you so much, simoleons, if you have any questions, this is your time to shine. Go ahead and send those to the Q&A box. Now, the question I know on a lot of small minds is about roadmaps. So can you tell us a little bit about what some rulings have to look forward to?

[00:35:20.860] – Murray (VivifyScrum)
Yeah, well, the the inquiry we got the most questions about is about white labels and white label and see names. So at the moment we are really consider and considering adding this and we are collecting the final requirements for that and we’re finding the best solution. We can implement this in the scrum. So to to make it possible for small things and for for other users to have a custom domain. And probably in the first version or we will start with the custom domain and we will probably make it possible for them to change this logo over here in instead of this way.

[00:36:09.100]
If it’s from logo, they can they will be able to add their own logo. And probably the workspaces are like in four or five steps like those will be in some versions that will come later. That will not be probably available in the first version.

[00:36:33.580] – Lindsay (AppSumo)
Wonderful. Thank you. The question that we got in the Q&A box is about burned down and other charts. Are those available to be accessed by a permanent URL?

[00:36:45.660] – Murray (VivifyScrum)
Not only boards and other pages in the from can only be accessed by people who are invited to those boards. So if you if you have a read-only permission, you can you can’t access those boards. And we don’t have public links so we can share a link to a board. You really need to add everyone by an email to to the board if you want them to, to be able to see anything if it’s wrong.

[00:37:23.370] – Lindsay (AppSumo)
Fantastic. All right. Those are all of the questions that we have here right now. Swelling’s if you have any. I’m going to stall for just a second and and see if anything else comes in. I always do this and. It comes in always like as soon as I’m done, but I’m going to go ahead and start to wrap this up. Thank you so much, Maria, for walking us through everything and and being so thorough and smiling.

[00:37:50.320]
If you have not already, you can go to Atsumi Dotcom slash vivify scrum to redeem your codes. It’s available right now for forty nine dollars for a lifetime deal and it is backed by some 60 day guarantee. So you can go ahead, get set up, play around with it and see how it works for you and your business. And of course, we love to hear how it’s going for you, so you can always go ahead and leave those reviews on the deal page itself.

[00:38:13.900] – Murray (VivifyScrum)
And then if you have any more questions, you can leave those questions on the page as well. Thank you again, Maria. Have a good one.

[00:38:21.370] – Lindsay (AppSumo)
Thank you. Bye. All right.