Agile Buddy guide
What is Agile Buddy?
Agile Buddy is the internal workspace teams use to plan, track, and deliver work from one membership-scoped source of truth.
Teams use it to break delivery into work items, see who owns what, and keep the backlog, board, sprints, releases, and project documents together. Access follows project membership: you see the projects you belong to.
Sign in with your organization Microsoft account. This guide describes version 1.1.0-beta. System limits are also listed on the About page.
What do teams use Agile Buddy for?
Teams use Agile Buddy for day-to-day delivery and for work that spans a roadmap and a release.
- Plan work. Break a project into epics, user stories, features, tasks, and bugs. Set owners, story points, and sprint scope.
- Track progress. Follow work from To do through In progress, Review, Blocked, and Done.
- Manage delivery. Connect roadmap items to the backlog, then group work into a release for Development, UAT, or Production.
- Report on results. Home and project reports draw on stored events. Missing history is shown as insufficient data.
- Keep the record with the work. Comments, mentions, time entries, and project documents stay on the project.
Who uses Agile Buddy?
Anyone with an organization account can sign in. What you can change depends on a platform role and on the roles you hold inside each project.
- Product Owners prioritize the backlog, write acceptance criteria, and accept user stories.
- Scrum Masters facilitate the sprint, start and close it, and share membership management with the Product Owner.
- Developers, including specialty labels such as Technical Lead or AI Developer, estimate, pull work, and update the board.
- Project Managers propose new projects through intake. That platform role does not by itself open a project backlog.
- Platform Administrators provision approved projects, manage users, and triage feedback about Agile Buddy.
Role details are on Agile Buddy for teams.
What are the main features?
Backlog, board, and sprints
The same work appears as a backlog, as cards on the board, and as sprint scope. A project can run Scrum, Kanban, or a hybrid of the two. The board columns are To do, In progress, Review, Blocked, and Done.
Roadmap and releases
Roadmap items track longer outcomes and the work linked to them. A release has an environment, a target date, rollout notes, and a rollback plan. The Product Owner approves, releases, or rejects it.
Documents
Project pages autosave as a private draft. Publishing creates a version. Search covers published pages, or your own drafts. A Word file can be imported into a new unpublished draft.
Reports and workload
Home shows My Work and Action Required (pending reviews, sprint items that are blocked or overdue, and feedback that needs a response), plus active sprints and historical burndown and velocity. Project reports summarize delivery. Product Owners and Scrum Masters can also open team workload, which compares open assigned hours with each person’s available hours for the week.
Intake, members, and feedback
New projects start as an intake request. After approval, Product Owners and Scrum Masters manage members on the project. The Feedback control is for Agile Buddy itself. Project bugs belong on the backlog.
How is Agile Buddy different from a simple to-do list?
A to-do list tracks individual tasks. Agile Buddy tracks work in context: who owns it, which story it belongs to, which sprint or release it is in, and whether it meets Definition of Ready and Definition of Done. That context is what lets a team coordinate without a separate status spreadsheet.
How does Agile Buddy use AI?
This release keeps planning, estimation, and workflow moves with people on the team. AI assistance is turned off. Labels such as AI Developer or AI Researcher are project role names for people. They do not assign work to an automated agent.
Frequently asked questions
What is Agile Buddy used for?
Planning and delivering project work: backlog, board, sprints, roadmap, releases, documents, and reports, with access limited to project members.
Do I need to know Scrum to use it?
Scrum ceremonies are supported. A project can also use Kanban, or a hybrid, and still track work on the backlog and board.
How do I sign in?
Use Sign in and your organization Microsoft account. Agile Buddy does not keep a local password.
Who can create a project?
A Project Manager or Platform Administrator submits intake. A Platform Administrator reviews it. Approval creates the project and its first memberships.
Can I open another team’s project?
The project list follows your active memberships. Work items stay inside the project even for a Platform Administrator who is not a member.
Will I get email when something changes?
Alerts stay in the app. The bell covers assignment, blocked work, done work, sprints, intake, and feedback. Mentions of you in a comment open the Mentions inbox, separate from the bell.
Can I export a report?
Project members can download an Excel report when export is enabled for the environment. Excel import and PDF reports are not available.
Where do I report a problem with Agile Buddy?
Use Feedback in the header. Leave out secrets and personal data. A bug in a product your team is building belongs on that project’s backlog as a Bug.