Collaborative workload estimation

Teams that follow the agile software development approach use the Planning Poker technique for getting an estimate of their workload. Each team member rates an issue's complexity independently by using Story Points as a scoring system. The team members then announce and discuss their scores and decide on a final score. Planning poker usually requires special cards with numbers that represent the issue's score.

You can use the planning poker page in Tracker to collaborate on workload estimation.

Restriction. Planning poker is only available for Scrum boards.
  1. Estimate effort on issues
  2. Configure the scoring system
  3. Configure how the final score is calculated

Estimate effort on issues

  1. To go to the planning poker page, open your board and click Poker in the upper-right corner.
  2. Ask the other participants to go to the poker page. Everyone who is on the page is shown in the Team section.
  3. To add an issue to the list for estimation, enter the issue name or key in the search box on the left panel.
  4. To select an issue to estimate, find the issue card on the left panel and click Estimate.
  5. On the right-hand panel, click the button that corresponds to the score you want to give to this issue.
  6. Wait until the other users choose their scores. In the Team section, you will see icons under users' names.
  7. Click Show scores. The scores chosen by the other users appear under their names.

    The final score will be calculated automatically and then saved in the Score field. You can change this value if necessary.

  8. Click Rate to finalize the score. The score value from the Score field is copied to the Story Points field in the issue, and the issue disappears from the poker page.

Configure the scoring system

Usually the scoring system used in planning poker includes Fibonacci numbers and similar number sequences. To change the scoring system:

  1. Open your board and click in the upper-right corner.
  2. Go to the Poker tab.
  3. To add a number to the scoring system, enter it in the Add rating field.
  4. To remove a number from the scoring system, click next to the number.
  5. Click Save.

Configure how the final score is calculated

You can choose the method for calculating the issue's final difficulty score based on the scores submitted by other participants. To do this:

  1. Open your board and click in the upper-right corner.
  2. Go to the Poker tab.
  3. Choose the calculation function in the Final score calculation field. Maximum value is set by default.
  4. Click Save.