1. Sprint / Agile Board
  2. Get started
Get started

Get Sprint / Agile Board running in four steps.

Prepare a small sprint cycle that the whole team can inspect.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Sprint / Agile Board. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Sprint / Agile Board in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Sprint / Agile Board for your business. Identify the Delivery Lead, Project Manager, Scope Reviewer and Time Reviewer for the first project.

Prepare the first operating cycle

Create the organization, project and active team members. Enter one dated sprint scope, add assigned stories and mark a milestone. Give the scope an owner and estimate before submission. Rehearse a blocked story and an impediment with severity.

Review before release

Submit the scope and inspect the intake receipt. Submit a positive time entry and inspect its decision and receipt. Ask each reviewer to open the source record from their queue before the team relies on the process for live work.

Set up Sprint / Agile Board your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started