This article will guide you through setting up Yodiz. Please follow the instructions below to learn how to use Yodiz.

how to use yodiz 1
  • First of all you need to sign up for an account with Yodiz. You can choose between the
    Agile + Issue Tracker
    or
    Issue Tracker
    only package.
  • Enter your Organization name. This is the name by which your company will be known in Yodiz.
  • Enter your email address. This address will be used for all Yodiz related communication in the future.
  • Enter a Password. This must be greater than 8 characters.
  • Finally, enter your First and Last name and then press sign up.

Creating your first Project

how use yodiz 2
  • We will now proceed to create your first ever project in Yodiz.
  • Press the cog icon located at the upper right of the screen.
  • From the drop down menu, select ‘
    Add Project
    ’.how to add project in yodiz
  • The next screen is where you enter details for your project.
  • Enter the
    Title
    for your project. This will be used whenever your project has to be referred to in Yodiz.
  • Enter a
    Short Project name
    . A short project name will automatically be generated by Yodiz. However, if you wish to designate a short project name yourself, you can do so here. This will be used for quick designation of your project in various places in Yodiz.
  • Enter the details of your project. This can be anything from Project goals to specifications.
  • Select the
    Owner
    of the project.
  • Choose an estimation method, either
    Points
    or
    Hours
    .
  • Select the work days that will be applicable to the project.
  • Select the
    Time Zone
    for the project. This is the time zone which is applicable to the team working on the project.
  • Select whether or not to use
    MoSCoW priority
    for the project.
  • Select whether or not to use
    Resolve Reason
    for the project.

Adding users to the Project

Now it’s time to Add new users into Yodiz.

how to invite user in yodiz
  • To do this, press the cog icon at the top right of the screen.
  • Now select
    Invite User
    .
  • This will take you to the add users screen.how to add user
  • Enter the email address of the user you want to invite into Yodiz.
  • Enter the First and Last names of the user.
  • Select the project they will be added into.
  • Select the Role that will be assigned to this user.

Creating your first Sprint

how to create sprint
  • From the top menu bar, select the
    Sprints
  • Once the drop down is opened, select
    Start New Sprint
    .
Sprint Manager Yodiz
  • Select the Project in which you want to create a Sprint.
  • Choose the Start and End Dates for the sprint.
  • Select the person responsible for the Sprint.
  • Select the Status of the Sprint.
  • Select the Methodology for the Sprint. You can choose between SCRUM and KANBAN methods.
  • You can also choose the layout for the Sprint. This will reflect on your sprint board when that sprint is selected.

Adding your first User Story

Adding user story in sprint
  • Once your sprint is created, you are ready to add your first User Story.
  • Press the Add User Story button on the board, or selected User Story – Detailed from the Add button at the top.how9
  • On the detailed User Story page, fill in the details for the user story.
  • Select a project from the Project drop down menu. This is the project the user story will be included in.
  • Select person responsible for the user story.
  • Select the Status of the User Story. This is the status with which the user story will start off.
  • Select a Due date for the User Story. This is the planned completion date for the user story.
  • Select a Sprint for the User Story. This is the sprint in which your user story will be included.
  • Select the Release. This is the release in which your User Story will be included.
  • Select Other Responsible(s) and Followers. These people will be notified whenever changes are made to the User Story.Scrum BoardYour completed user story can now be seen on the Sprint board.