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- Session name
- Session type: public or private, see Public vs. Private sessions for the details
Estimation values: choose one of the commonly used sets of estimation values, like Fibonacci sequence, Modified Fibonacci, T-shirt sizes, SML (mini T-shirt sizes), Time estimates, or use any custom set your team prefers.
Although the estimation field must be in numeric or time format, you can display a string for voting values, just use the following format of a string equals a number: “Small=1”
NEW Time values are also available from 100.4.2 version. Use values like "1w" for 1 week, "1d" for 1 day, "1h" for 1 hour", "1m" for one minuter, or their combination like "1w 2d 3h 4m"Timer values: during the estimation session, a moderator might launch a timer to limit discussion or voting time. This is the place where timer options are configured.
Suggested estimate: Select what suggested estimate you will see once all voles are done: Consensus, Average, or Average Integer
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Additionally, you can use "Save this configuration as my personal default" option during session creation to remember current settings and participants list for future sessions. Note that:
- this option saves settings from all of the creation steps: the session configuration, participants, and the session scope;
- the default configurations are saved per user per board, meaning that for another board's sessions you will have separate default settings;
- the default configurations are shared between all of the session types; for example, the participants list saved during Asynchronous session creation will be pre-populated when you create a session of any other type.
Step 2: participants
Options available on this step:
- Session participants: select participants who provide estimates;
- Moderator: select a participant who will have all moderation options available;
- in case the Moderator field is empty, all participants will have moderator's privileges;
- for private sessions, the session creator is suggested and pre-populated as moderator, while for Public sessions the moderator field is empty by default;
- Due date: timebox period of providing personal estimates;
- when enabled, the due date is shown in Async session during personal estimation and in invitation and reminder notes;
- when enabled, schedule options relative to the due date are available for scheduling notifications, for example, you can select to send the reminder 1 day before the due date;
- Invitation channels: select email or/and Slack as the communication channels for session invitations;
- Invitation: send an email or Slack invitation to session participants;
- the invitation might be sent instantly or scheduled for a specific date and time or relatively to the due date;
- you can specify a custom message
- Reminder: send an email or Slack reminder to session participants who have not provided all the personal estimates yet.
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Step 3: session scope
- Estimation field: select select a Jira field that would be the destination for session estimates; for Scrum boards, it board estimation field is marked with the appropriate label and selected by default.
- Issue types: enable Epics or Sub-tasks for estimation; other issue types are enabled by default:
- Select issues to be estimated, use JQL filter to access required issues easily
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