1 Adding items

Any user can add items at any time. So whenever something comes to your mind: add it!

The fields

Title - Give your item a clear title
Status - New items will automatically be added to the Pipeline
Definition of Done - Under what circumstances is an item "done"?
Priority - Select a priority for sorting - within a lane items will be sorted based on priority (optional)
Comments - Add any comments you like
Link to source - Provice a link to source documents
Results - Provice a link to where results can be found
Image - Add an image - if you like
Placed by - Your name will be automatically added - change your adding on behalf of another person - you can add multiple names
Keep hidden - Keep hidden if you know it will come later and you don't want to clog your pipeline - they will still appear in your workreport

2 Place in the Open

The faciliator can - at any time place items in the open.

Tip

• Make sure the item is clear → Definition of done. Talk to the author, if necessary to clarify
• Think about the results page too → this can save lots of time
• Add a priority, if you like
• Make sure the Open does not get clogged
• If you want to merge items

3 Pull!

Anyone can pull at any time.

You can pull on your own or as a team. If you pull as a team: simply edit the idem and add multiple names in the pulled by field.

4 You're done

Once your done move the item to the Done column.
Make sure you have integrated the link to the results in the done.

5 Review the Cycle Board with the Facilitator

Once you're done, you can review the results with the facilitator.

This is also a great opportunity to update your timeline.

Create an Agenda based on the Lanes

• Presentation Results "Done"
• Update Status "Doing"
• Discuss points in the "Open"
• Look into Pipeline

Access Details and Tools

In the Access Details and Tools menu → Done
You have two highlighted fields

summary - place here the summary, which will appear as Milestone in your timeline.
label - place here labels, if you want to equip your timeline with searchable lables.

6 Exporting your "done" items to your timeline

Once you're done with your timeline items you can - again in the "Access Details and Tools"-Menu you can now genarate the content to import into your timeline.

→ Select All → Copy to any spreadsheet → Download as CSV File → Import to your timeline. Adjust sequence based on dates.