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Creating Agile Teams

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

Workfront enables agile teams to complete work in an incremental, organized way. 

Workfront supports the following agile methodologies:

  • Scrum: Teams have a backlog of work that needs to be done. When the team is ready to work on a specific chunk of work, the work is moved from the backlog to an iteration.
    For more detailed information about managing a Scrum team, see "Using Scrum in an Agile Team." [! This is the section I need to link to.]
  • Kanban: Teams move work in the Kanban view across predetermined statuses. Default statuses are: backlog, in-process, and done.
    For more detailed information about managing a Kanban team, see "Using Kanban in an Agile Team." [! This is the section I need to link to.]

You can create an agile team from scratch, or you can convert an existing team to an agile team.

Creating an Agile Team from Scratch

  1. Navigate to the People area, then click the Teams tab. 
  2. Click the drop-down arrow next to the team name that is currently selected, then click Create New Team at the bottom of the drop-down list.
    The New Team dialog box is displayed.
  3. Specify the following information:
    Team Name: Specify a name for the new agile team.
    Team Members: Begin typing the name of a user to be on the team, then select the name when it appears in the drop-down list. 
    Repeat this process to add multiple users to the team.
    Because users can be on more than one team, they can be on both agile and non-agile teams.
    Description: Specify a description for the team.
    This is an Agile Team: Select this option to configure this new team to be an agile team.
    Methodology: Select whether the team will be using a Scrum or Kanban agile methodology. 
  4. Click Create Team.
  5. Continue with "Configuring Agile Teams."

Converting an Existing Team into an Agile Team

You can convert an existing team to be an agile team:

  1. Navigate to the People area, then click the Teams tab.
  2. Click the drop-down arrow next to the team name that is currently selected.
  3. Select the team that you want to convert to an agile team.
  4. Click the Team Settings link in the upper-right corner of the Teams tab.​ 
  5. In the Agile section, select This is an Agile Team.
  6. In the Methodology section, select whether the team will be using a Scrum or Kanban agile methodology.
  7. Click Save Changes.
  8. Continue with "Setting Initial Configuration Options for the Agile Team."

Setting Initial Configuration Options for the Agile Team

You can set the following initial configuration options after creating the agile team, regardless of whether the team uses the Scrum or Kanban methodology.

After setting the initial configuration options discussed in this section, set configuration options that are specific to Scrum or Kanban teams, as described in "Configuring Agile Teams."