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Get to know your workspaces in a simple walkthrough

Maayan Ayalon avatar
Written by Maayan Ayalon
Updated over a week ago

To keep it simple, we will define, plan and build a new sign up page for our imaginary dog walking mobile app.

Step 1: Create your New Product

We'll start by creating a new product and giving it a name, for this one, we will name it WalkieDoggie. yes - we are going to change the world with this one.

Step 2: Define your high level purpose, goals and personas

Essentials is where we define our product strategy. let's add a short summary section to get everyone on the same page. let's also define a few initial goals for our product and our main personas:

Step 3: Create your first Theme, Epic and Stories

Craft's definition hierarchy consists of Theme -> Epic -> Story/Requirement. Theme is a container of similar Epics and Epic is a large User Story that contain User Stories and non-functional stories (Requirements) under it. There is a lot you can do but let's start with the basics. Since we are defining our sign up page, let's start a new Theme called "Onboarding" and an Epic called "Sign up as a new user" and a few stories describing the user flow:

Step 4: Tell your stories on top of your designs

Craft gives us the power to tell your stories and write your requirements on top of your application designs or wireframes. Let's upload a new page design and mark a User Story for adding my username as a new user.

Step 5: Set your long term goals, initiatives and milestones with Roadmap planning

The Roadmap workspace allows us to plan and present our long term vision using versions and Milestones. Let's add a couple of Versions to our Roadmap, one for each quarter and set our Goals and Initiatives for them. let's also add a Milestone to make sure we are aware of important events in our way to fulfill our vision. Finally lets assign a few of our defined items to our Versions:

Step 6: Prioritize your work for the next sprint

Using the Sprints and Overview tab, we can easily prioritize and assign items to Sprints, Teams and team Members. We can also very quickly set our items value and create new items:

Step 7: Follow up execution using workflows

The Build workspace allows you to customize workflows per team and easily see how your product execution is progressing. Let's move a few items forward for our UX and Development team:

Step 8: Adding Bugs, Improvements, Tasks, and modifying our sprint dates

We found a new blocker bug and we need to fix it, unfortunately it will delay our Sprint. let's see how we add this blocker and modify our Sprint release:

Step 9: Releasing our sprint and item starting over 

Our Sprint is finished and we are ready to release it. In this step we will release all items in our sprint but also realize that one item is incomplete and needs to be started over, here's how we do that:

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