Agile Methods

Agile methods are groups of practices of piloting and realization of projects. They originate from the Agile Manifesto, written in 2001, which uses the term “agile” to refer to multiple existing methods.

Agile methods are more pragmatic than traditional methods, involve the client as much as possible and allow a great reactivity to his requests. They are based on an iterative, incremental and adaptive development cycle and must respect four fundamental values, based on twelve principles, from which a base of practices, either common or complementary, derives.


The Kanban methodology comes from the Japanese automotive industry. It was created with the aim of optimizing the production capacity.

The Kanban method is based on the continuous improvement of production processes to enable lean production management.

Kanban screen

Kanban Screen

The Kanban approach is a stock management method that allows you to produce on demand.

The main objective is to balance production and demand.

With Kanban, you can create a new Kanban board for

  • Tickets,

  • Activities,

  • Actions,

  • Requirements

  • Add / Remove columns to an existing Kanban board

  • Direct update of elements

Dashboard management

Kanban header area

Header area

One The Drop-down list

You can see the complete list of created tables by clicking on the Kanbans drop-down list in the My Kanbans section.

The icon used for kanban tables created corresponds to the type of elements selected.

You can see the shared kanban tables by others users on the shared Kanbans section.

Add a new kanban table

List of existing kanban

  • Click on Copy to copy this kanban

  • Click on Button edit to edit this kanban

  • Click on Share to share this kanban. The icon is fill Share when it is already shared.

  • Click on Delete to delete this kanban

Two Create a new table

When you create a kanban, no matter what type, only one column is available.

You create the following columns according to your needs.

  • Click on add new Kanban to create a new Kanban

Add a new kanban table

Add a new kanban of tickets

You will need to define:

  • Name for the new Kanban board

  • Type of item: you can define a Kanban of Tickets, Activities, Actions or Requirements

When you have selected the item type, you must then define the type of Kanban board to apply:

  • Status: you will manage the most standard “status based” kanban board

  • Target product version: you can distribute the tickets among the target product version

  • Planning activity: You will be able to send tickets among planning activities, which can be your Sprints in the Scrum method.

See also

See Planning activity on the tickets screen

You can choose directly if you want to share the newly created kanban with other users so that they can use it.

When you share a Kanban, other users will see your share in the list of shared Kanbans.


Each time you access the Kanban screen, the last selected Kanban map is displayed.

Three Create a new Column

By default, when you create a new Kanban table, it gets a single column.

  • Click on add Column to create a new Column

The pop up is different depending on the type of kanban board created beforehand.

Add new column

Add a new column

In the case of a status arrangement, the columns contain items from one status to another in the order of presence of your workflow.

Select the next status

Select the next status

The next column will show the next status following your workflow to the last or the status you have determined.

Columns arrangement by status

Details header column

Each column indicates the number of elements contained in.

Click on Button edit to edit the column name.

Click on Delete to delete the column.

Four Create a new element

The creation button change depending on the type of the element selected.

Click on add ticket to add a new ticket into the Kanban Board or

Click on add Action to add a new action into the Kanban Board or

Click on add Activity to add a new activity into the Kanban Board or

Click on add Requirement to add a new action into the Kanban Board

Five Fields restriction

As with other ProjeQtOr screens, you can restrict the display of items in the created columns of your kanban.

You can restrict items by name, manager, version, and sort them by ID, name, manager, status, or target version product.

Six Advanced filters

Click the icon to set an advanced filter.

The advanced filter is used to define a clause to filter and sort

for more information on advanced filters

see: Advanced filters in Graphic User Interface

Seven Show / Hide informations

Show work on elements

Work on element

You can view the work information of items on each column.

The estimated work, actual work, and work remaining information on the selected item can be displayed

If your profile is not allowed to see the job, you will not have access to this option.

The format for displaying the job (days or hours) depends on the overall configuration:

  • unit for real work allocation for Tickets

  • unit for workload for Activities

Show closed items

You switch to archive mode. You can view the closed elements.

Show large element

By default, Kanban board columns display two tiles side by side.

By displaying the tiles in wide mode, each tile takes the maximum width of the column.

Large kanban

Wide kanban board display

Hide backlog

When you create a kanban, you do not yet have columns representing a state, a set of states or even versions.

The tiles then appear in a Backlog column.

You have the option to hide this column.

Element management

Find below the details of the tiles of your kanbans

Details of an element


One ID of the element with in the background the project color

Two The type of the element

Three The name of the element

Four Status in which the tile is located in relation to your Workflow

Five The target product version

Six The planning activity or parent activity related to the element

Seven The description of the element

Eight Estimated work | Real work | Left work

Nine Responsible of work Photo - The name is displayed on mouse over

Ten Priority of the element - Priorities are customizable. See list of values

Eleven Vote. The button allows you to vote on the item if you have the rights. Click the button to display the voting pop-up

Twelve Add a note. The number of notes is displayed on the icon

thirteen Edit the element

fourteen Go to the element screen

Edit an element

Click on Button edit to edit the element.

click on the button to edit the element directly from the Kanban screen.

A pop-up is displayed with your item information as on the dedicated screen.

Click on Save to save your changes

Edit element

Edit element window

Moves an element

To move tickets, activities, or anything else from your kanban, drag and drop a ticket into the corresponding column.

Move an element

Move an element

The heading of the moved element then changes to green when it is on a column where the movement is allowed and is red when it is on a column where the movement is prohibited.

If the Kanban is arranged as statuses, the new status after move, will be the first status of the range defined for the column.

For Kanbans based on the target product version and planning activities, the new field value will simply be the target.

Forbidden moves

Displacements will change the value of the corresponding field for the moved element.

But the “status” change must respect the workflow configuration for the given item type. This is why some movements are prohibited.

Permitted moves are easily identified from prohibited moves by the color of the Ticket header or the moved Activity.


Depending on the configuration of the ticket type, some state changes may require the definition of new fields.

For example, in the default configuration, when changing to the “assigned” state, “responsible” is required, and when transitioning to the “terminated” state, “result” is required “.

In this case, when you move a ticket in the Kanban columns, a pop-up window appears to allow you to enter the missing value if it is not already defined.


If the voting settings and your rights allow you to vote on an element, then the vote button will be clickable and you will be able to vote directly on the element from the Kanban screen.

Vote pop-up

Vote pop-up

Renseignez votre vote. Les points restants sont automatiquement décrémentés.

Cliquez sur valider pour fermer le pop-up.

Selon les régles établies pour le vote sur l’élément, le bouton va se remplir au fur et à mesure des votes.

icon indicating that votes have started or have been completely filled

icon indicating that votes have started or have been completely filled

See: voting management

Live Meeting

LiveMeeting allow you to manage meetings in an agile way:

  • Manage written production quickly and easily

  • Recovery in the liveMeeting of the agenda established on the meeting screen

  • Automatic saving of the minutes when leaving the live meeting

  • Automatically share the time between all participants

  • Dynamically measure the speaking time of each participant

  • Easily write minutes while assistants speak

  • Easily manage actions / decisions / questions while writing minutes and add them with the enter button.

  • Manage tickets, activities, actions and requirements with Kanban while writing minutes.

  • Kanban status change manipulations are also indicated in the meeting minutes.

The LiveMeeting button

The Live Meeting button

Click this button to access the Live Meeting Management screen.

The LiveMeeting screen

The Live Meeting screen

  • Click on Hide time counters to show or hide participants’ tabs with their speaking time

  • Click on Quit multiple update mode to exit the LiveMeeting screen

  • Click on Kanban to manage your kanbans since the livemeeting

  • Click on Global view to display the QUestions / Actions and Decisions

  • Click on Save to save the live meeting report

Starting a meeting

When the Live Meeting screen opens, the duration of the meeting is automatically distributed equally to all participants.

Live meeting screen

Time distribution

  • Click on LiveMeeting Play to start the meeting and to start decrementing the speaking time

  • Click on LiveMeeting Stop To stop the meeting and therefore close the LiveMeeting window to return to the current meeting screen

  • Click on LiveMeeting Pause to pause the speaker’s time

Set the organizer

Before starting the meeting, you can define an organizer who will need additional speaking time to be able to lead the meeting.

To designate it, click twice on the hourglass LiveMeeting speak to obtain the symbol Meeting organizer on the icon.

The organizer is designated, and sees his time increment double by taking equitable time on the other participants.

set an organizer

The designated organizer has a PLus on the hourglass icon of his tab

Note that only one participant can be defined as an organizer.

To set another participant as an organizer, you must first redefine the current organizer as a normal participant by clicking the hourglass button again.

Speaking Time

If you started the meeting by clicking on the Play icon at the top right of the screen, then this is the first speaker displayed, the one with the green sign that will begin speaking.

Otherwise, click on the speaker’s tab of your choice to start your speaking time.

  • Click on LiveMeeting can't speak to prevent a speaker from speaking

  • Click on LiveMeeting speak to give him the floor again

If you prevent a speaker’s speaking time by clicking on the hourglass, then the remaining speaking time of the speaker will be redistributed to the other participants entitled to speak.

Write a meeting report

During the course of the meeting, the person in charge of the report can inform and report the words of the various participants.

The text editor is dynamic and reacts to speakers who have the floor.

When one speaker is finished and another speaker speaks, a field is added in the text editor with the name of the speaker with the detail of the time

The pause is also mentioned always with the detail of the time.

The field with the speaker's name

Field with the speaker’s name

When you stop LiveMeeting by clicking | meetingStop | the meeting report is automatically copied to the Minutes field in the treatment section.

Meeting report

The meeting report is copied in the minutes field in the treament section

Actions, Decisions and Actions

In the lower part of the screen, if the kanban is not open, you have direct access to actions, decisions and questions.

Actions, Decisions, Questions Management

Actions, Decisions, Questions Management

Each list acts as the standard “linked element” element present on almost every element screen.

You can then list an item to add it to the list of related items, but also create a new item to add to the list, just like for the Linked Items feature.

All linked items through this feature will appear in linked items in the meeting.

There is a slight difference with related items, when you click on the name of an item, you are not redirected to it.

It simply opens in a pop-up form, allowing you to update it without leaving the LiveMeeting screen.

New element

You can create, edit, or delete an action, decision, or question from the live meeting screen.

Click on Add at the top right of each section to add a new element

A pop up opens and allows you to create and edit the selected element.

Creating a new element

Creating a new element

  • Click on Validation to select an item into the list by

  • Click on New to create an item

  • Click on Icon undo to undo the current manipulating and close the window

  • Click on Filters click on filter to restrict display

You can also create a new item directly.

Fill in the fields with an explicit title and click on Add to validate.

Add new element

Add a new element

The line is displayed directly in the corresponding section without opening the pop up.

Planning Poker

Planning Poker, also known as Scrum Poker, is a consensus-based gamified estimation technique primarily used to estimate the relative effort or size of development goals. (wikipedia)

Projeqtor integrates planning poker into its functionalities. You will be able to plan a planning poker session as a meeting and see it appear on the Gantt chart.

You define the project to which the session is linked, the user story (s) as well as the voters.

Planning poker session

The planning poker session screen is reserved for the session organizer and certain supervision profiles.

A planning poker session can be scheduled and is visible on the Gantt chart of the planning view.

Planning poker session screen

Planning poker session screen

Run a poker session

You define a date for your session, one or more user stories and the participants in the votes.

Click on Run estimate in front of the user stories you want to launch or on run all to launch all the user stories

When at least one user story is started, then voters will be able to access it on the planning poker estimate screen.

Only profiles with update rights can vote on the planning poker sessions screen.

The user story estimate is identical between the planning poker session screen and the planning poker estimate screen.

Planning poker type

In ProjeQtOr, basic, you find the types “live session” or “session with a due date”.

The types are customizable and can be changed according to your needs.

See: Planning poker type

User story

The User Story represents an Agile practice, used above all in Scrum, to “capture” the needs of the users by expressing in a general and not detailed way, the characteristics, the functions and the requirements of the product to be created.

In ProjeQtOr, a user story can be a ticket, an activity or a requirement.

A session can contain several user stories, there is no limit.

Each of these user stories can be started individually, in part or in full.


Participants can be resources, contacts, or users.

Participants are assigned as on an activity, with a function linked to a cost.

You can assign a load manually but if you have entered a time slot then the load is automatically calculated.

Pause and stop session

You can pause the session. This will remove user stories from the planning poker estimates screen without actually closing or stopping the session.

Stop the session, will change the status of the latter to “done”.

User stories will still be visible on the estimates planning poker screen but you will no longer be able to vote.

Change the status to in progress so that the pause and closed buttons are visible again.

Closed a poker session

When all the votes are recorded, you have two options :

  • Close the vote

  • Turn the cards over

When you turn over the cards, the vote is indicated on each participant’s card.

Flip cards

Flip cards

You then have the possibility to reset the votes and this in accordance with the Scrum method, until the vote is unanimous.

If all the votes are unanimous, when the user story is closed, the complexity point that was voted on is indicated.

close of unanimous votes

Close of unanimous votes

If you close without the votes being unanimous, at the time of closing, the lowest and highest values are shown.

The lowest value is selected by default, but you can click the highest value to select it or select another value from the drop-down list.

Closure of non-unanimous votes

Closure of non-unanimous votes

When the estimate is closed, the value that was voted on is displayed in the user story table.

Report of the value in the table of user stories

Report of the value in the table of user stories

Planning poker estimate

This screen is intended for participants of the voting sessions.

User stories are visible on the planning poker estimates screen only when at least one user story is started.

Estimate planning poker screen

Estimate planning poker screen

The participants can vote thanks to a series of numbered cards on the principle of the Fibonacci sequence, but in a rounded way.

These values are customizable.

See: list of value - Story point

Estimate an user story

Each participant clicks on a card in order to estimate the proposed user story.

If more than one user story then click on next to vote for the next user story.

Planning Poker estimate

Planning Poker estimate

  • Click on Refresh to refresh your screen and the votes

  • Click on flip card to return the cards. Only if the user has the rights to do so.

When you have voted, the card changes color. Your vote has been registered

Remaining vote

The remaining votes correspond to the number of votes you need to cast.

Use this information to make sure you don’t forget a user story.