Agile Scrum Template: The One With Sprints In It
Seven of the eight templates differ only in their status workflow. This is the one that changes what the project can do, by turning on the backlog, sprints, story points, epics, and the two reports that make retrospectives useful.
Sprints and epics are on the Pro plan and above, and in Self-Hosted · Unlimited users on every plan
What the Agile template sets up
Choosing Agile at project creation sets the project methodology to Scrum. That is what gives the project a backlog as its landing page, an active sprint view, the ability to start and complete sprints, story points on work items, epics, and the burndown and velocity reports. It also sets the project's default task type to Epic, so the first thing you create is the container rather than a loose task. Work is grouped into sprints rather than plain task groups. The board can be grouped by status, by epic, or by the person doing the work.
Four statuses, on purpose
This is the Default Status Workflow, shared with the Simple and Kanban templates. Add your own statuses from the board or the status workflow page if your team needs a review or blocked column.
What you get on day one
Who picks this one
What to put in the first hour
- One epic per significant initiative on the roadmap
- One epic for technical work that has no product owner
- One epic for defects, so bug work is visible in planning
- Small enough to finish inside one sprint
- Written as an outcome, not as a task
- Story pointed before planning, in a separate refinement session
- Anything that cannot be pointed gets split or becomes a spike
- A one sentence sprint goal everything must serve
- Stories pulled from the backlog until the points match last sprint's velocity
- Tasks and subtasks under each story, with owners
- Headroom left for the defects you know will arrive
The built in templates do not create any of this for you. Once your project is set up the way you like it, save it as your own template and the tasks, task lists, labels, and task types will come across next time.
What this template fixes
Start a project from this template
- 1Create a project and choose AgilePick the template at project creation. The status workflow is preselected to match, and you can change it in the same dialogue.
- 2Invite the whole teamDevelopers, QA, the product owner, and the stakeholders who ask for updates. Every plan includes unlimited users, so leaving people out saves nothing.
- 3Create your epicsThree to six is enough to start. The project's default task type is already Epic, so this is the natural first thing to create.
- 4Break the top epics into storiesAim for twenty ready stories. That is enough to run the first two sprints without stalling.
- 5Point the top of the backlogIn a separate refinement session, not in planning. Planning should be selection, not sizing.
- 6Create sprint one and pull work inAgree the sprint goal first, then pull until the point total is realistic. On sprint one you are guessing, and that is fine.
- 7Start the sprintThe board becomes the daily working view. Filter it to the active sprint and group it however your standup works best.
- 8Complete the sprint and read the reportsCompleting it properly is what populates burndown and velocity. Take the velocity number into the next planning meeting as the ceiling.
The features this template leans on
Agile Scrum template FAQ
What does the Agile template actually change?
What statuses does it create?
Does it create epics, stories, or sample tasks?
Can I add more statuses?
Which plan do I need for sprints?
What is the difference between this and the Kanban template?
Can I switch a project from Simple to Agile later?
Can several teams share one backlog?
Start a Scrum project in ten minutes
Backlog, sprints, story points, and burndown, with unlimited users on every plan.