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Using the GuideFrom zero to coordinated.

Everything a lead, sub-lead, or student needs to get productive in Agilytics: stand up a workspace, run sprints, keep documents authoritative, and measure what matters.

Last updated: August 6, 2026
Quick startRolesTask boardDocument hubPermissionsAgile historyFor studentsFAQ

On this page

  • Quick start
  • Roles
  • Task board
  • Document hub
  • Permissions
  • Agile history
  • For students
  • FAQ
01

Quick start: under a minute

The whole setup is designed to fit inside one coffee order.

  • Create a workspace: name it, pick the tracks your cohort runs (Web Dev, AI, Cloud, UI/UX…), add a description. The creator is enrolled as an approved LEAD with full navigation instantly.
  • Invite your cohort: use the invite flow or share the workspace link. Incoming requests land in an approval queue. Accept in one tap.
  • Create a project & first sprint: projects group work (e.g. “Final Capstone”), sprints set the timeframe, and tickets carry the actual tasks.
  • Drag a ticket to DONE: that's the whole loop. Open sprints never auto-close, so late work doesn't vanish.

Pro tip

Give each sprint an optional target duration, and students see a live countdown on the board, floored at zero so it never goes negative.
02

Roles that hold the line

One workspace, four roles. Each sees exactly what their job requires.

RoleSees & doesBoundaries
ADMINFull workspace control, invites, approvals, and permissions.Oversight role for the program office.
LEADEverything: sprints, documents (edit), members, agile history, exports.Can create and delete workspace-level structures.
SUB_LEADTask board and analytics; assists with execution and review.Documents and members stay read-mostly.
STUDENTTheir private ticket instances, assigned work, and granted documents.Group tickets appear as private instances, with no cross-student visibility.

Enforced where it counts

Permissions are resolved server-side on every request. A student who hand-crafts a request for a lead-only document gets a clean denial, not a leak.
03

Task board: projects → sprints → tickets

Three levels of organization, one drag-and-drop surface.

Projects are the top container. Inside each project you create sprints, and inside each sprint live the tickets. Tickets flow across PENDING → PROGRESS → DONE.

  • Bulk-assign by track: assign an entire track's students to a ticket in one action, and assignment emails fire automatically.
  • Private instances: a group ticket gives each assigned student their own instance to move and comment on privately.
  • Filter & search: filter by track or completion state, and search tickets across the board.
  • Attach & link: add file attachments and link tickets to documents in the Document Hub so specs live one click away.
  • Comments: keep review loops on the ticket, not in chat.
04

Document hub: a living knowledge base

Authoritative specs, subpages, and attachments, organized like a tree, not a folder dump.

  • Create root documents & subpages: build hierarchy naturally (e.g. “Project Brief” with “System Design” and “Edge Cases” underneath).
  • Markdown editing: a full editor with autosave (about 2 seconds after your last edit), Ctrl/Cmd+S for instant sync, and a cloud-sync indicator.
  • Attachments & icons: files live with their document; icons give the tree a quick visual scan.
  • Tag colors: automatically applied so status is legible at a glance.
  • Lead-only documents: flagged documents hide from students unless a lead grants explicit access.
05

Permissions & access

Explicit beats implicit. Grant access to exactly the right people.

  • Workspace membership: approved members only. Requests and invites both flow through the approval queue.
  • Document access: leads grant view or edit on specific documents; grants can inherit down the subpage tree.
  • Server-side filtering: students never even receive lead-only content in API responses; it isn't hidden in the UI, it's absent from the payload.
06

Agile history: proof, not anecdotes

Velocity, predictability, and scope churn without the spreadsheet chore.

  • Metrics: velocity trends, predictability scores, scope churn, and burndown, aggregated per project across every sprint.
  • Export: one click to XLSX for reporting to program leadership.
  • Course-correction: spot the sprint where scope crept and adjust the next one, and that's the whole point of measuring.
07

For students: your daily loop

You don't need the whole manual. Here's your day.

  • Open the workspace you're assigned to from the workspace switcher.
  • Head to the Task Board, find your sprint, and open the ticket you're working on; it's your private instance.
  • Read the linked document in the Document Hub for the full spec; the countdown on the sprint tells you how much runway is left.
  • Move your instance through PROGRESS → DONE, commenting and attaching files as you go.

Can't see a document?

It may be lead-only. Ask your lead to grant you access; then it appears in your tree on the next refresh.
08

FAQ

Can multiple sprints be open at once?

Yes, by design. Open sprints never auto-close, so a student can keep working across several open sprints at the same time. You close a sprint when the work is actually done.

How do I change someone's role?

Open the Members view in the workspace, find the member, and update their role. Changes apply immediately, and permissions are re-resolved server-side on the next request.

What happens when I delete a ticket or document?

Only leads and sub-leads can delete. Deleted items are soft-deleted and recoverable for a grace period; the board automatically moves you to the nearest remaining document.

My email link expired. What now?

Verification links last 24 hours and reset links last 1 hour. Re-request a new one from the login or verification screens; the resend path is instant.

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