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EasyRetro Guidelines: Start the Right Way!

Tchales avatar
Written by Tchales
Updated this week

Welcome to EasyRetro!


If you’re just getting started, this guide will give you the most important resources to learn the basics and make the most of our tool.

Here are some helpful articles to guide your journey:

☑️ Learn about roles and permissions: EasyRetro user roles explained

☑️ How to create and use public boards: What’s a public board and how to create one?

☑️ The difference between public and team boards: Which is the difference between a public board and a team board?

☑️ Invite and manage your teammates: How to create and invite people to your team?

☑️ Manage admin roles in your team: How to assign and unassign Team Admins?

☑️ Control admin roles at the organization level: How to assign and unassign Organization Admins?

☑️ Understand all the board settings: EasyRetro's Board Settings Explained

☑️ Run your first retrospective: How to run a sprint retrospective on EasyRetro

☑️ Group similar ideas together: How to merge and unmerge the cards on your board?

☑️ Keep meetings on track with a timer: How to set a timer on my board?

☑️ Collect opinions with a survey: How to add a survey/poll to my board?

☑️ Customize your workflow: How to add a new column to your board?

☑️ Learn how to turn the ideas on your board into concrete next steps for your team. How to turn your cards into action items?

☑️ Save and share your board results: How to export my board?

These articles will help you understand roles, boards, settings, and all the basic features you need to run effective retrospectives.

If you need more help, feel free to reach out to our support team anytime.

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