Still in heavy development. Not all features are available.

Getting Started

Creating a Project

If you were invited to an existing project in Iterator, clicking the link in your invitation email will take you directly to that project in the app.

If you signed up for an account yourself, after confirming your email and setting your password, you’ll land on your Dashboard.

Creating a New Project

Whether or not you’ve been added to existing projects, you can create a new project:

  • Click Create Project in the top-right of the Dashboard, or
  • Click the Iterator logo in the top-left and select Create Project from the dropdown menu.

Create Project

Once you begin, a dialog will appear with the following options:

1. Project Name

Enter a name for your project.

2. Account

  • If you were invited to another project, you may not yet have permissions to create your own.
  • If needed, ask the account owner or admin to grant you project creator access.
  • You can also create your own new account, but it will be separate from your organization’s existing accounts.

3. Project Privacy

  • Private: Only invited members can access the project.
  • Public: Anyone can view the project in read-only mode (ideal for open source). Learn more.
  • Public projects don’t count against your plan limits. You can change privacy settings later in Project Settings.

Note: Account owners and admins can see all private projects in their account but can only access them in read-only mode unless they add themselves as a project owner or member.

Click Create to finalize your project.

After Project Creation

Once your project is created, you’ll land in the project view.

By default, it shows two panels:

  • Current/Backlog (current iteration + prioritized upcoming stories)
  • Icebox (unprioritized ideas)

Use the Panel Actions menu to split Current from Backlog.

Project View

You can customize your workflow and panels from here.

Project Settings & Navigation

Click the MORE tab at the top of the project to:

Feature Tour

After creating your first project, take the Feature Tour. If you skipped it, you can access it from the Help menu at any time.

In the sidebar, you’ll see:

  • Your average velocity
  • View controls like Density and Auto/Fixed panel width
  • A toggle to collapse/expand the sidebar

Sidebar Menu

Using Panels

Each panel includes a Panel Actions menu. You can:

Example Project Walkthrough

Let’s look at a sample project layout.

Example Project

  • The My Work panel shows assigned and delivered stories. Learn more
  • Combined Current/Backlog shows planned iterations. The grey markers show iteration details.
  • Tracker uses velocity to plan upcoming iterations automatically.

Unprioritized stories live in the Icebox. Keep it clean with these management tips.

Additional Panels

You can open more panels from the sidebar:

  • Done: Completed iterations and accepted stories
  • Epics: Large feature groupings
  • Labels: Filter and organize by custom tags
  • Blockers: View stories with unresolved dependencies
  • Project History: Full change log

Drag and reorder panels as needed.

Adding Stories & Migrating

You’re ready to begin adding stories.

Need to migrate stories from another tool? Check out the migration guide.

Note: In new projects, stories added to the Backlog will move to the Current panel automatically if they fit within your project’s velocity. Think of the Current panel as the “top of your backlog”—where the most important stories go first.

Project Settings

Only project owners can modify Project Settings. Access them via the MORE tab or the Settings gear icon.

OverviewAdding Stories