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Checklist before adding Project Sources
Updated over 2 years ago

This is the last stage of the set-up for you to complete, you’re almost there!

Once you have created an account and connected your tools, you can create your team’s personalised project space by selecting your project sources.

Your project space tells Umano which project sources are used by your team (for example, which Slack channels and Bitbucket repositories), as well as which team members contribute to the project.

In this article, you’ll learn how to create your project space and select relevant project sources that will be analysed by Umano to model your team's performance.

Before you begin

You will need to select the relevant project sources (boards in Jira, spaces and pages in Confluence, repositories in Bitbucket and channels in Slack or Mattermost) from the tools you have connected. We will ask you to confirm which team members you’d like included as contributors to your team’s project space.

Finally, we will ask you to confirm which team members you’d like to invite to view and collaborate within your project space (we call these lucky people ‘Umanists’).

To recap Umano’s current requirements whilst we're in beta:

To create your team’s project space on Umano, it is a requirement that your team uses Jira Scrum or Simple boards. We use this as the foundation to construct the team’s project data and contributors for your project space.

Teams using these nominated Jira boards and who apply the Kanban method can also create your team’s project space on Umano. Once you’ve connected your board, we’ll be in touch to ask what iterations you’d like us to preset for you, be it that you work in a weekly, fortnightly or monthly cadence. This feature is soon to be automated.

Next Steps

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