You can code it, I can help!

Using SmartView - Part I

Not so long ago I wrote a post about a lean project management tool that I have been working on for the past year and a half.

We are about to release the open beta and start collecting feedback before our official release.

Though you can sign up and try it out on your own, a bit of help is never amiss. Here is the first installment in a series of posts to explain the basic steps for using SmartView.

Working with your project

First of all we need a project to work with. Right now the project index will show that we have no projects. We can remedy that situation easily by creating a new one.

Let’s use a fictitious email client application called Spamzilla to serve as an example.

Following the create project link will lead us to a form where we can enter the project name and start date.

Once the project is created, the project index shows Spamzilla as the only project so far with the progress at zero. When you have more projects you will be able to see the progress for all of them.

Setting up the Story Map

If you already have a Story Map that you are using with your team it is very easy to transfer all the information to SmartView. If you don’t, please follow Steve Rogalsky’s post to start (you won’t regret it, and yes, Spamzilla is inspired by his example).

The Story Map that we have on our wall would look like this:

But our Story Map so far is empty:

However, copying over the information is straightforward.

Creating Groups and Subgroups

In a typical Story Map we have User Activities and User Tasks. But in SmartView, these are called Groups and Subgroups, respectively.

For each of the User Activities in the Story Map we will create a Group.

The Groups are represented as folders () and the selected Group looks like an open folder highlighted in orange ().

Now for each of the User Tasks in the Story Map we will create a matching Subgroup. Here is the example for Organize Email (the first User Activity/Group).

Adding User Stories

The next step is to load the stories into each Group. The icon displays the menu for the Subgroup and you can choose the to add a new User Story.

When you finish adding a story you can choose the icon to save it or the icon to save it and add another. The icon may come in handy as you can add multiple stories without having to go back to the menu.

What’s next?

In the next post in the series we will explore how to assign releases, choose priorities and start building our backlog.

In the meantime feel free to take advantage of the interactive guides that come with SmartView to learn, in a series of steps, all the other functionalities that the application has to offer.

To access the Guides just move your mouse to the bottom left corner and click the icon inside the orange speech bubble.