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Getting Started Slideshow

Get started with CA Agile Central.

See the following slides to learn how to set up CA Agile Central quickly and easily, so that you may take advantage of powerful data roll-ups and customizations.

You can always access this presentation, detailed instructions, and more info from CA Agile Central Help.

Set up your team hierarchy.

A Project in CA Agile Central represents a team, program, or portfolio. When you set up a project hierarchy, you can easily plan and track for a single team, multiple teams rolling up to a program, or multiple programs rolling up to a portfolio.

Create and organize your CA Agile Central projects to build a hierarchy that matches your organizational structure.

Add users with permissions.

Create individual users from the Users page in Setup mode, or bulk import a set of new users with Excel.

Set permissions to give users the ability to view, edit, or administer data.

Set up timeboxes.

Create releases and iterations that align with your hierarchy. Establish a shared cadence to ensure your reports contain consistent data about team progress.

Not using iterative development? Flow-based planning is also available with CA Agile Central's Kanban Board app.

Set up work items.

Use portfolio items to manage business strategy and marketable features across your organization. We’ve provided two levels of portfolio items for you, but you can customize the hierarchy and terminology.

Create custom fields on work items to address your company’s specific tracking needs.

Set up common work areas.

Share custom pages where team members can create, manage, and track specific sets of work.

Install interactive board, grid, or custom views from our app catalog, or write your own custom app.

Communicate and collaborate.

Accelerate your collaboration with Flowdock — a group chat app that integrates with things that matter: tools, teams, and time zones.

Those are the basics. Need more help?

Register for TeamStart: CA Agile Central's free, weekly Agile webinar series. Learn to organize, plan, and track work as a team in CA Agile Central.

Visit Agile University to accelerate your Agile transition. We provide onsite coaching services to help your teams craft unique processes, regional live courses to certify you in multiple Agile disciplines, and online CA Agile Central application training.

CA Agile Central Help provides tutorials, best practices, and detailed information about all features of the CA Agile Central application.

Get started with CA Agile Central.
Set up your team hierarchy.
Add users with permissions.
Set up timeboxes.
Set up work items.
Set up common work areas.
Communicate and collaborate.
Those are the basics. Need more help?
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