---
title: "Use Case: Agile Estimation Board"
canonical: "https://help.releasemanagement.app/space/ASPT/867893249/Use%20Case%3A%20Agile%20Estimation%20Board"
format: markdown
---
[CLOUD] [DATACENTER]

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# Summary

> Macro (details)
> 
> | **Logo** | ![image](media://3900c856-5162-4e21-97ca-3ac94c829b56) |
> | --- | --- |
> | **Use Case** | Agile Estimation Board |
> | **Category** | Estimation |
> | **Company/Team**<br>**Managed Projects** | Both |
> | **Summary** | Practice based on experiences to improve the relativity problem of Planning Poker technique |

> 📝 The paragraphs below outlines the specific use case. For more details about advanced features and complementary functionality we suggest to review [https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875692462) section of this documentation.

# Topics

> Macro (toc)

# Detailed overview

## How to create?

(1) Go to “My Boards“ section. If you do not have any active boards this going to be your default page.

![image](media://b0adefa2-b0dd-4c7f-922f-32377f969431)

Otherwise (if you already have one or few boards created) click on menu icon in top left corner to select “Manage Boards“

![image](media://18455760-a53a-49e3-9cad-9825beaf8881)

(2) Click on “Create board“, choose “Agile Estimation Board“ and Next.

![image](media://51959897-9d1a-4a71-9781-48c04cc8f87d)

(3) On the initial configuration screen please specify

- **Name** of the board
- **Projects** to pool Jira issues from
- **Story points** field that’s in use
- **JQL** to filter out the issues (default is *issuetype in (epic, story)*)

> ℹ️ Depending on configuration of the Jira Project different fields could be used for Story Points, namely
> ℹ️ 
> ℹ️ - **Story Points** for “Classic“ projects
> ℹ️ - **Story point estimate** for “Next Gen“ projects
> ℹ️ 
> ℹ️ If you try to use the wrong one an appropriate error message will be shown.

![image](media://387a35f6-8d84-4f75-9441-096dcaf108ef)

(4) Click “Create“

## How to use?

(1) You will receive a board with pre-configured columns for Story Points Estimation.

![image](media://7f54ac3d-b092-442c-b83e-db10aa264ce6)

(2) Drag and drop issues between column to assign new / change existing estimate. All the changes to estimates are applied automatically and you do not need to commit it after.

(3) To **Edit** column value, **Change** title, **Add** or **Remove **one move mouse to selected column and you will receive a tooltip with all the available options:

![image](media://baff9c9c-3400-40a6-9c8d-9c774eb3243f)

e.g. let’s click on **Edit**

![image](media://9352cc81-ee92-4176-a035-ef45132d718c)

## How to configure?

(1) Click settings icon in top right corner ..

![image](media://9fdd451f-519b-4892-b4da-70e550047178)

.. to open “Board configuration“ screen.

(2) on “General” Tab you can amend

- **Name** of the board
- **Projects** to pool Jira issues from
- **JQL** to filter out the issues (default is *issuetype in (epic, story)*)

![image](media://9f294248-7558-49a0-acc0-18fb02421092)

(3) on “Columns and Swimlanes“ tab you can change configuration of fields used respectively for Columns and Swimlanes. Swimlanes are optional. To remove them choose “-- none -- “ in popup.

![image](media://9f8e166e-6af6-473a-bea4-cb6e85995ec3)

> ℹ️ Depending on configuration of the Jira Project different fields could be used for Story Points, namely
> ℹ️ 
> ℹ️ - **Story Points** for “Classic“ projects
> ℹ️ - **Story point estimate** for “Next Gen“ projects
> ℹ️ 
> ℹ️ If you try to use the wrong one an appropriate error message will be shown.

For Agile Estimation Board we suggest to try out the following swimlanes:

- **Sprints **to put story in appropriate sprint along side estimation
- **Assignees** to assign story to selected team member along side estimation

# References

While creating this template we got the inspiration from the following articles:

- [Effective estimating with estimation board](https://asad-safari.medium.com/effective-estimating-with-estimation-board-80e9550ed87a)
- [Planning Poker: An Agile Estimating and Planning Technique](https://www.mountaingoatsoftware.com/agile/planning-poker)

# Other related Use-Cases

 Check out other Agile Boards

- [https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/967213061](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/967213061)
- [https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875757628](https://releasemanagement.atlassian.net/wiki/spaces/ASPT/pages/875757628)

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