Tip # 3- Working on the Scrum board

Tip # 3- Working on the Scrum board



Continuing from our Tip #2 on leading to a sprint , let's see how to manage the work items on the Scrum board. 

Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually  manage the work items. It is a snapshot of the backlog items identified for the current sprint. 
 


The layout of the Scrum board

Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed. 

The scrum board is divided into columns: 
  • To Do – Work items that have not yet started 
  • In progress – Work items that have already begun
  • Done – Work items which have been completed
You can also add other customized status columns based on your business requirement. 
 
What do I do on the Scrum board?

In the scrum board you will track all the sprint activities. Each of the work items from the active sprint is displayed as a card on the scrum board initially in the “To Do” column and you will transition the items from one status to another as the sprint progresses .

You can also filter the cards based on your choice by hiding the columns that you don't want to see. 

The scrum board allows you to:
  • Add new items
  • Move items directly from the backlog to the required status
  • Filter work items  based on criteria and swimlanes
One of the primary benefits of the board is that the team will see a gradual left to right migration of the work items across the board from "To Do” to "In Progress” to “Done”. This focuses everyone's attention on the pending items, which stand out since they are the last ones to move. 

As the scrum board is a shared hub, it allows team members to collaborate virtually from multiple locations. You can also switch to the Scrum board of another sprint to manage your work items. 

 

Scrum details from the sprint dashboard

From the Scrum board you can access the sprint dashboard which provides a cursory glance of the sprint reports as well as manage a few sprint activities.

Sprint-based reports:
  • Overall sprint progress
  • Count of work items
  • Users with maximum open and closed items 
  • Daily progress of the sprint
  • User summary
Manage sprint activities:
  • Adding comments
  • Log hours
  • Scheduling meetings
  • Inviting users
  • Editing the sprint
  • Deleting the sprint
  • Canceling the sprint
  • Moving work items
  • Replaning the sprint

Reach out to support@zohosprints.com  



    • Sticky Posts

    • Tip #28 - Plan less and deliver more using WIP limit in Zoho Sprints

      Hello, It's been a while since we met with a quick, interesting tip. As the saying goes, "Too much of anything is good for nothing", today the focus is on delivering your outcomes with the right amount of planning. Your plan should be practical, calculative, and achievable for driving a qualitative success.    Laura's plan   Laura has a habit of planning her project deliverables before assigning work to her team-mates. Once the plan is finalized, she schedules a general meeting with her team and

    • Tip # 3- Working on the Scrum board

      Continuing from our Tip #2 on leading to a sprint, let's see how to manage the work items on the Scrum board.  Once you start the sprint your work items are automatically displayed on the Scrum board where you will actually manage the work items. It is a snapshot of the backlog items identified for the current sprint.    The layout of the Scrum board Simply put, the scrum board is just like a physical board with sticky notes on which the work items of the active sprint are displayed.  The scrum board

    • Tip#2- Leading you to a Sprint

      Product Backlog After the user stories are written and finalized, they are sorted to create the Product Backlog for the project during the Backlog Grooming meeting. This is a master list of all the work items that have been identified for the project and sorted by priority. Requirements are not constant during this period.The Product Backlog is dynamic and is an ongoing process. Every user story in the Product Backlog is customer centric. The Product Backlog includes: User centric stories based on

    • Tip #1- Why swimlanes?

      Lanes define a clear path to reach your destination. In Agile, swimlane is one such concept that sets a simple and clear process of the work that you do.   The concept of swimlane can be related to the pool, where the swimmers gather in their respective lanes to start off. Similar to the pool, work items are grouped in different categories. Each category is referred as a lane and is displayed in horizontal format. Swimlanes are effective in categorizing the work items with respective to specific

      • Recent Topics

      • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

        Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

      • When Calls Ends, Creating Note with the call description by deluge code

        Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket

      • Related activity records for custom modules

        For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.

      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

      • Default Memo from Custom Field (from Bill) when Paying with Check

        Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the

      • Multi file upload

        Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany

      • Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission

        Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?

      • Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.

        Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue

      • Wouldn't it be great to have an option to schedule sending emails in Zoho mail? Schedule send feature request

        The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some

      • Static vs Standard Subforms - New Feature; But how does it work?

        I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?

      • 【Zoho CRM】翻訳機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、翻訳機能のアップデートをご紹介します。 翻訳機能が拡張され、Webタブ、レイアウト、セクション、ウィザード、ウィザード画面、セグメントも翻訳できるようになりました。 翻訳をエクスポートする際に、これらの要素に対応する用語もエクスポート先の言語で追加されます。 ※過去の関連記事はこちらから まず、翻訳の設定画面から「エクスポート」を選択してください。すると、TXT形式のファイルがローカル環境に出力されます。

      • Trying to make zoho invoice have a button

        Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization

      • Show all items making up the composite item in transactions

        Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the

      • Citations Problem

        I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens

      • Duplicate Contacts - how to get merge or delete

        I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.

      • Secure your external sharing process with OTP Authentication

        For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared

      • Unattended Access on Android without Play Store

        I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment

      • Schedule Timeout 5 minutes vs. stated 15 minutes

        I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

      • Animated GIF Images in Chat

        I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing

      • Pickup and delivery

        Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.

      • Unable to change the "credentials of login user" option when creating a connection

        I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,

      • Set a lead as non-marketing if they opt out of email marketing

        I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.

      • How to create knowledge base article from api?

        How to create knowledge base article from api?

      • Disabling Smart Writing Assistant

        Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

      • How can you train the Zia Bot for Desk

        I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question.  How can I best train it? Should I change the title of my articles, add more information inthe body copy?

      • Side bar menu

        It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !

      • Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat

        Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing

      • Bigin merge field in email template for subject line to match lead name

        Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even

      • Booking outside of scheduled availability

        Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

      • iOS App Version 3.0 - Customer list gone?

        Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just

      • Form responses to quote process

        Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT want

      • Inventory Barcode Creation - Add Picture of Item

        Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?

      • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

        hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there

      • IPv6 MX Support in 2025

        There are multiple discussion on this community on IPv6 adjacent issues though the most pressing issue for IPv6 support is not solved yet the support team seems to not understand what is the issue and is steering the conversation to the wrong and misleading

      • What is Zoho Marketing Plus?

        As if there wasn't enough confusion with SalesIQ, CRM, Campaigns and Marketing Automation, now we have Marketing Plus too. Can somebody from Zoho please give us a comparative list of features that are in Marketing Plus compared to what's in Marketing

      • Unable to attach the file via the API.

        We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facing

      • Zoho Bookings Issues We are facing

        Hi team, Here are list of issues we are facing with Zoho Bookings when migrating from other platforms. Sorry there is a lot but the bookings app need to be functional and practical for people to actually use it and not-cause MORE problems by being so basic and not customisable to each business.  1: SMS reminders for staff  There should be time limits on these reminders to make them useful. EG. if a new booking comes in more than 4 hours from now we don't really need to get a reminder, however if

      • Experience effortless record management in CRM For Everyone with the all-new Grid View!

        Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and

      • Zoho Books Quote - Client cannot accept quote

        We are using the Zoho One plan and some of our clients have reported that they cannot accept the quote when we select their email at the bottom to send the quote to. When trying to accept, the quote prompts a message saying "You are not allowed to accept

      • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

        Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

      • Next Page