Pivotal Tracker is a free, online agile project management system. Ive been using it recently to better communicate to customers about the current state of our project. In Pivotal Tracker, the unit of work is a story and stories are arranged into iterations or delivery cycles.

Stories can be any level of granularity you want, but the idea is to use stories to communicate clearly to customers, so you dont want to write a novel. You especially dont want to write a list of detailed programming tasks. A good story for a point of sale system might be: Allow managers to override the price of an item while ringing up a customer. A less useful story: Script out the process of adding a manager flag to the user table and stage that script into the deploy directory.

Stories are estimated using a point scale, by default 1, 2 or 3. Iterations are then automatically laid out by combining enough tasks to fill the point total for that period of time. You have to start with a guess on how many points your team can do in an iteration, then adjust with real data as you complete iterations.

This is basic agile methodology, but where Pivotal Tracker adds value is that it automatically and graphically lays out iterations for you on your project site. This makes communication and planning easy. Compiling release notes is no longer painful as it has been clear from the outset what work is going on.

While I much prefer Pivotal Trackers customer facing interface over what we used previously (TFS), I see a couple of gaps. First, I have not able to make much headway with the reporting tools. Despite my complaints about TFS, it can produce some nice reports. Second, its not clear where if at all, Id keep track of purely internal tasks. Im talking about server maintenance, cleaning up source control, checking back on some code which you never quite felt right about. Theres no purpose in cluttering up an iteration backlog with these items, but if you dont track them, you lose them. Im not sure what a good answer for that is.

One gap I thought Id see, which I dont, is more granular dev tasks. If Im implementing a story, Ill write out the steps and track my progress, but really, those steps arent useful to anybody but me. The only time Ive found that level of detail really useful is when my tasks are defined at too high a level anyway or when Im working with someone who needs more coaching and might not be able to finish a story in time without some scaffolding to get them going.

You can learn more about Pivotal Tracker at: http://www.pivotaltracker.com/learnmore.

--- Relevant Links ---

A good intro to stories: http://www.agilemodeling.com/artifacts/userStory.htm

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