1 Introduction

In this how-to, you will learn how to manage your application requirements in Mendix by creating and configuring sprints and stories. These components are often used in an Agile development environment, in which you and your team work in short development cycles last 2–4 weeks. By adding your sprints to Mendix, you will have a clear overview of your tasks and can easily view the status of your development cycle. You can also manage the progress of tasks and sprints from within the Mendix Modeler.

This how-to will teach you how to do the following:

  • Add sprints
  • Manage stories in the Modeler
  • Import, move, and export stories

2 Prerequisites

Before starting this how-to, make sure you have completed the following prerequisites:

3 Creating a New Project

To create a new project, follow these steps:

  1. Go to Mendix app platform and log in (create an account here if you don’t have one yet).
  2. Click Create New App in the top-left of the screen:

  3. Select a theme or sample app. The “Blue Wave” how-to is used for this how-to:

  4. Click Use This Theme:

  5. Name the project Company Expenses Demo.
  6. Click Create App. You will then be taken to the project dashboard.

4 Adding Sprints

The development of a new product, feature, or release usually has multiple sprints. In this section, you will add a new sprint and look at the available options.

To add a sprint, follow these steps:

  1. Click Capture in the top menu:

    On the capture page you can add sprints, stories, planning, and documents that can be used in your project. The Stories tab shows the existing stories and sprints.

  2. There is one default sprint called Get started, which is automatically created when you create a new project. You need a clean project, so select the Get started sprint, click the delete button, and then click OK to delete the sprint.
  3. Click New sprint in the Stories tab.
  4. Under Plan something, do the following:
    • Select Sprint (when you are working towards a release of your product, you can add the release planning)
    • Enter Sprint 1 for the sprint Name
    • Leave the This sprint comes after field empty (if there are existing sprints, you can place the new sprint before or after a selected sprint)
    • Set the Duration to 2 (weeks)

    The default duration of a sprint in Mendix is two weeks, wihhc starts the moment you create the sprint. Check **customize** to select a different start date.
  5. Click Save, and the new sprint will be added to your stories overview:

4.1 Adding Story Points

Every sprint contains a number of story points that describe a specific functionality that needs to be implemented, built, or fixed.

To add story points, follow these steps:

  1. Select Sprint 1 and click New story.
  2. For the new story, do the following:
    • Enter As a user I want to be able to view my company expenses for the user description
    • Select Feature for the Story type
    • Select 5 points for the Story points
    • User expenses for Labels (this will add a new label that can be reused in other stories)
    • Enter Create an expenses overview page for company employees for the Description

  3. Click Post story.

    You can also add Bug story points this way by selecting **Bug** from the **Story type** drop-down menu. The icon in the top left will change to (![](attachments/18448642/18580492.png)).

    The new story point is now added to Sprint 1:

4.2 Adding Tasks to a Story

Stories are translated into tasks that need to be completed to finish the story.

To add a task to the story, follow these steps:

  1. Select the story you created and click Add task:

  2. Enter Add a list view of an employee’s expenses, and then click Post task:

    Ticking the check box on the right will mark the task as completed. You can also add sub-tasks to tasks, which will create a nested structure of stories with tasks.

5 Managing Stories in the Mendix Modeler

Besides being able to manage your sprints in the Project Dashboard, you can also view them in the Mendix Modeler.

To manage stories in the Modeler, follow these steps:

  1. Go to the overview page of your project and click Edit in Modeler:

  2. Select a Modeler version when asked, and then log in to the Modeler.
  3. You will now see your sprints in the Stories tab at the bottom:

  4. Click the To-do status for the first item to change the status to Running:

  5. Go back to the Capture page of the project dashboard in your browser.
  6. Expand the first sprint and check the status of the first entry:

    It is now Running, because you changed the status in the Modeler.

    If you change a status or update story points in the Modeler or in the browser, they will automatically be synchronized and available everywhere.

6 Importing Stories with Excel

Besides entering your stories manually, you can import them easily with an Excel upload.

To import stories, follow these steps:

  1. Download this example Excel.
  2. Click Import/Export on the Stories page and select Update stories from Excel:

  3. Click Browse to select the example Excel file that contains your user stories.
  4. Click Import, and then scroll to the bottom of the page and click Next:

    The Stories tab will now list your imported content:

7 Moving Stories

This section will describe a scenario in which the story in Sprint 3 needs to be moved to Sprint 2, as the customer requires the app to be delivered sooner.

Moving a story will move any tasks and sub-tasks as well.

There are two ways to move the story:

  • Select the story you want to move, select Move to from the menu, and then select Sprint 2:

  • Click and drag the story into another sprint or to the Backlog:

8 Exporting Stories

With Mendix, it’s always possible to export data from your application and from the database.

To expot sprints and stories, follow these steps:

  1. Go to Capture in your project, then to Stories > Import/Export:

    There are three options to choose from, depending on which data you want to export.

  2. Select Export all Stories to Excel.
  3. Click Export, and an overview of the export data will be shown.
  4. Click Download and save the Excel file on your computer.
  5. Open the file to see your exported data.