FAQ

Create & Share Retrospective Boards

How do I create a board?

  • Select the "Dashboard" tab
  1. To create a team board click on "Add Board" under the relevant team name
  2. To create a public board click on "Add Board" under the "Public boards" section
  • Add a suitable title in the "Board name" field
  • Choose the max votes allowed per user
  • Select a retrospective column template out of the list, you can define your own columns by choosing one of the "Custom columns" options
  • Choose your boards' preferences (i.e "Hide cards initially", "Disable votes" etc)
  • Click on "Create"
GoRetro - create board

Note: After creating a board out of a template, you can still rename the columns, delete them or add your own columns.

What is the difference between a public and private board?

Team boards

Team boards are only accessible to members of the specific team. All teams boards will appear and be accessible under the team's section in the "Dashboard" tab. You will still be able to share a board's link, however, logging in will be required in order to view and participate.

Team boards are the recommended and most common board type used.

Public boards

Public boards are accessible to anyone who has a link to them, without signing up or logging in to GoRetro. Guests using the board without signing up will be able to fully participate in the board activities including creating cards, vote, comment and more.

Note: Items created by a guest will remain anonymous (without the author's name).

How do I move a board to a different team?

  • Click on the three dots on the right of your board's header
  • Click "->Move"
  • Select the team you would like to move the board to
  • Click "Yes, move it!" and your board will be moved to the selected team

Note: you cannot move a team board to be a public board after its creation.

How do I share my board with my team?

  • To share team boards, invite member/s to your team.
  • Team members who accepted the invitation and signed up will automatically have access to all of the teams' boards after logging in.

If you wish to share a specific board with your team, you have the following options:

  1. Open the board, copy the board URL and send it to the member/s.
  2. Requesting feedback from your team members:
  • Open your board
  • Click on the gear icon found on the top right of your board
  • Click on the "Request feedback" button
  • Select the chosen members and click send
  • An email will be sent to chosen members comprising the board's URL

How do I share a public board?

  1. Public boards are accessible to anyone who has a link to them, without signing up or logging in to GoRetro
  2. To share a public board, head to your dashboard and click the "Share board" option on the board that you would like to share. The board's URL will be copied to your clipboard and you can then send it to anyone you would like to access it
  3. Note: You can also copy the URL directly from the public board that you are on

How do I export my board?

Choose the format you would like to export to, click "Export" and your board will be downloaded in the chosen format. You're now ready to share with your team, compare to other retrospectives, or present to other stakeholders/teams.

GoRetro - export board

What does it mean to archive a board?

Archiving a board will set it to view-only access. You can unarchive a board if you want to continue to add/edit any content.

Teams and Users

How do I create a team on GoRetro?

To create a team in GoRetro:

  • Select the "Teams" tab
  • Click on "Add Team"
  • In the "Name" field, add the team's name
  • Click on create

How do I invite people to my team?

You can use one of the following methods:

Invite by email

  • On the relevant team card click on "Invite By Email"
  • In the "Member's email" fields, add the team member's emails
  • Click on "Add members" to invite more members

Note: Alternatively, you can type all emails you would like to invite to the team separated by a comma in the text box.

  • Click on "Invite", an email will be sent to the team members to sign up and join the team

Generate an invite link

  • On the relevant team card click on "Generate Invite Link"
  • Click on "Copy"
  • You can now share the link with multiple members, once they click it they will be able to signup or login and join the team

Why should I set up a team?

When using a team you will be able to assign members as admins as well as get team analytics. Additionally, once you have set up your team, all members will be able to view all of the team boards and you won’t have to share each individual board.

What are different the different roles in a team?

There are 3 user roles in GoRetro:

  • Team owner - has full access to all the meeting facilitating features and options. A team owner can also assign admins to the team, invite new members and remove members
  • Team admin - has full access to all the meeting facilitating features and options. A team owner can also invite new members
  • Team member - can participate by adding cards, comments, votes and more. Not all the meeting facilitating features will not be accessible to members

How can I request feedback from my team?

  1. Open your board
  2. Click on the gear icon found on the top right of your board
  3. Click on the "Request feedback" button
  4. Select the chosen members and click send
  5. An email will be sent to chosen members comprising the board's URL

Do I need to create an account to participate in a retrospective?

Public boards allow guests to join without signing up. Guest will be able to fully participate in the board activities including creating cards, vote, comment and more.

Creating and Editing Cards

How do I add a card?

  • Select your board by clicking on it in the "Dashboard" tab
  • Select "+ Add Card" in the desired column
  • Type the card description in the text box
  • Click save and your card will be added to the chosen column

Note: To show or hide the author of the card, take a look at the facilitating controls .

How do I delete a card?

  • Hover over the top of your card and select the pencil icon
  • Select "Delete"
  • Confirm by clicking on "Yes, delete it!"

Note: You can only delete a card that you create (Unless you are the board owner)

Action Items

How do I create action items?

  1. Hover over to the card you would like to add an action item to
  2. Click on the lightning bolt icon on the right of the card's header
  3. Type in a description
  4. Select the appropriate action item status
  5. Select a due date for completion.
  6. Choose an assignee who will own this action item
  7. Click save

How do I track and manage my action items?

  • To view all your action items, click on the "Action Items" tab. In this tab you will see a list of your action items by team, board name, item's description, owner, and due date
  • To update the action item's details (owner, due dates, etc) click on one of them and edit them
  • To delete an action item, click on the trash icon next to it

Other Features

What is the Team Happiness Index?

Each participant can express how they feel about the sprint. Encourage your team to choose one of the 5 options to get a clear picture of your team's overall feel of the sprint. Each member will only be able to view his own happiness choice, the board owner will be able to view the sum of all votes.

GoRetro Team Happiness Index

Create & Share Retrospective Boards

How do I create a board?

  • Select the "Dashboard" tab
  1. To create a team board click on "Add Board" under the relevant team name
  2. To create a public board click on "Add Board" under the "Public boards" section
  • Add a suitable title in the "Board name" field
  • Choose the max votes allowed per user
  • Select a retrospective column template out of the list, you can define your own columns by choosing one of the "Custom columns" options
  • Choose your boards' preferences (i.e "Hide cards initially", "Disable votes" etc)
  • Click on "Create"
GoRetro - create board

Note: After creating a board out of a template, you can still rename the columns, delete them or add your own columns.

What is the difference between a public and private board?

Team boards

Team boards are only accessible to members of the specific team. All teams boards will appear and be accessible under the team's section in the "Dashboard" tab. You will still be able to share a board's link, however, logging in will be required in order to view and participate.

Team boards are the recommended and most common board type used.

Public boards

Public boards are accessible to anyone who has a link to them, without signing up or logging in to GoRetro. Guests using the board without signing up will be able to fully participate in the board activities including creating cards, vote, comment and more.

Note: Items created by a guest will remain anonymous (without the author's name).

How do I move a board to a different team?

  • Click on the three dots on the right of your board's header
  • Click "->Move"
  • Select the team you would like to move the board to
  • Click "Yes, move it!" and your board will be moved to the selected team

Note: you cannot move a team board to be a public board after its creation.

How do I share my board with my team?

  • To share team boards, invite member/s to your team.
  • Team members who accepted the invitation and signed up will automatically have access to all of the teams' boards after logging in.

If you wish to share a specific board with your team, you have the following options:

  1. Open the board, copy the board URL and send it to the member/s.
  2. Requesting feedback from your team members:
  • Open your board
  • Click on the gear icon found on the top right of your board
  • Click on the "Request feedback" button
  • Select the chosen members and click send
  • An email will be sent to chosen members comprising the board's URL

How do I share a public board?

  1. Public boards are accessible to anyone who has a link to them, without signing up or logging in to GoRetro
  2. To share a public board, head to your dashboard and click the "Share board" option on the board that you would like to share. The board's URL will be copied to your clipboard and you can then send it to anyone you would like to access it
  3. Note: You can also copy the URL directly from the public board that you are on

How do I export my board?

Choose the format you would like to export to, click "Export" and your board will be downloaded in the chosen format. You're now ready to share with your team, compare to other retrospectives, or present to other stakeholders/teams.

GoRetro - export board

What does it mean to archive a board?

Archiving a board will set it to view-only access. You can unarchive a board if you want to continue to add/edit any content.

Teams and Users

How do I create a team on GoRetro?

To create a team in GoRetro:

  • Select the "Teams" tab
  • Click on "Add Team"
  • In the "Name" field, add the team's name
  • Click on create

How do I invite people to my team?

You can use one of the following methods:

Invite by email

  • On the relevant team card click on "Invite By Email"
  • In the "Member's email" fields, add the team member's emails
  • Click on "Add members" to invite more members

Note: Alternatively, you can type all emails you would like to invite to the team separated by a comma in the text box.

  • Click on "Invite", an email will be sent to the team members to sign up and join the team

Generate an invite link

  • On the relevant team card click on "Generate Invite Link"
  • Click on "Copy"
  • You can now share the link with multiple members, once they click it they will be able to signup or login and join the team

Why should I set up a team?

When using a team you will be able to assign members as admins as well as get team analytics. Additionally, once you have set up your team, all members will be able to view all of the team boards and you won’t have to share each individual board.

What are different the different roles in a team?

There are 3 user roles in GoRetro:

  • Team owner - has full access to all the meeting facilitating features and options. A team owner can also assign admins to the team, invite new members and remove members
  • Team admin - has full access to all the meeting facilitating features and options. A team owner can also invite new members
  • Team member - can participate by adding cards, comments, votes and more. Not all the meeting facilitating features will not be accessible to members

How can I request feedback from my team?

  1. Open your board
  2. Click on the gear icon found on the top right of your board
  3. Click on the "Request feedback" button
  4. Select the chosen members and click send
  5. An email will be sent to chosen members comprising the board's URL

Do I need to create an account to participate in a retrospective?

Public boards allow guests to join without signing up. Guest will be able to fully participate in the board activities including creating cards, vote, comment and more.

Creating and Editing Cards

How do I add a card?

  • Select your board by clicking on it in the "Dashboard" tab
  • Select "+ Add Card" in the desired column
  • Type the card description in the text box
  • Click save and your card will be added to the chosen column

Note: To show or hide the author of the card, take a look at the facilitating controls .

How do I delete a card?

  • Hover over the top of your card and select the pencil icon
  • Select "Delete"
  • Confirm by clicking on "Yes, delete it!"

Note: You can only delete a card that you create (Unless you are the board owner)

Action Items

How do I create action items?

  1. Hover over to the card you would like to add an action item to
  2. Click on the lightning bolt icon on the right of the card's header
  3. Type in a description
  4. Select the appropriate action item status
  5. Select a due date for completion.
  6. Choose an assignee who will own this action item
  7. Click save

How do I track and manage my action items?

  • To view all your action items, click on the "Action Items" tab. In this tab you will see a list of your action items by team, board name, item's description, owner, and due date
  • To update the action item's details (owner, due dates, etc) click on one of them and edit them
  • To delete an action item, click on the trash icon next to it

Other Features

What is the Team Happiness Index?

Each participant can express how they feel about the sprint. Encourage your team to choose one of the 5 options to get a clear picture of your team's overall feel of the sprint. Each member will only be able to view his own happiness choice, the board owner will be able to view the sum of all votes.

GoRetro Team Happiness Index

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