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Familiarize yourself with Craft.io’s navigation menu
Familiarize yourself with Craft.io’s navigation menu

Get to know the different sections of the platform to ensure you save time next time you log in.

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

Now that you’re acquainted with the Craft.io data model and how to reflect your work within Craft.io, let’s dive into the main areas of the platform:

Default Views

Create Views

Top Navigation panel


Backlog

  • Product Backlog: One of Craft.io's main features is the ability to build your backlog in a hierarchical manner - you can nest features under epics, which can be grouped into products. The Product Backlog View is built specifically to make the process of creating the item hierarchy easier.

    This view gives you a dedicated space to manage your backlog and efficiently create, organize, and view your product work items: get the full picture of your product hierarchy; quickly add new items to your hierarchical product tree; customize the view by adding custom fields as table columns to provide more context. ​

Planning

  • Prioritization: Leverage our default RICE prioritization view, or choose any other view from our "Guru view" library of out-of-the-box prioritization methods to help you plan your next release or sprint with confidence.

Read here for more information about Craft.io Views and how to utilize them for your prioritization exercise.

  • Capacity Planning: Use the powerful capacity planning view to effectively allocate resources and easily adapt to capacity changes as products evolve. With multi-dimensional capacity planning, Craft.io allows you to drill down into specific parts of your business to get a deeper understanding of capacity availability. This means you can outline capacity parameters across various dimensions of your team, e.g., front-end development teams, back-end development teams, and various squads.

See this guide to explore further how capacity planning works in Craft.io.

Roadmap

A selection of views that will help you craft your strategic plan. The roadmap has three default views: Swimlanes Roadmap, Timeline Roadmap, and Strategic Roadmap.

Read these articles for more information on the Roadmap views and advanced capabilities.

Delivery

Under the 'Delivery' section, there are two useful views that allow you to keep track of your work item's progress and current state:

  • Launch Communication: This table view holds a set of custom fields that help you share your launch communication with stakeholders and the go-to-market team.

  • Dev status: A Table view grouped by Sprint, along with a set of fields related to the appropriate Dev tool that makes it easy to understand what's going on in Development.

My Views

Create, save, and reuse custom, personalized views that only you can access.
Whether it's an idea you'd like to polish before sharing with the wider team or a view that focuses on work items under your responsibility, saving personal views is quick and valuable.


Create Views

At the bottom of the navigation panel, you can use one of the two options to create new views:

+New View

Choose one of Craft.io view types: Table, Kanban, Swimlanes, Timeline, Capacity planning, or Spec Editor, and start slicing and dicing your data by customizing the fields and filtering options.

Guru Views

A prepackaged collection of world-class methodologies, encompassing industry best practices across a variety of disciplines and use cases.

Read more about Guru Views here.

Top Navigation panel

Strategy

The place to draft and maintain all relevant information to help articulate your product strategy, and provide the strategic context and rationale for feature planning and prioritization.

Read here for more information on the Strategy section.

Feedback

Capture the voices of your customers and internal teams in a self-branded Portal and then turn these ideas into clearly defined Epics/Features in your live Craft.io Workspace. Read more about the Feedback Portal, how to set it up, and how to promote feedback.

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