---
title: Create and manage agile projects
description: An overview of the tasks involved in creating an agile project.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/ppm-collaboration/c\_CreateAndManageAgileProjects.html
release: australia
product: PPM Collaboration
classification: ppm-collaboration
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 5
breadcrumb: [Agile Development 2.0 integration with Project Portfolio Management, Explore Project Portfolio Management, Project Portfolio Management, Strategic Portfolio Management]
---

# Create and manage agile projects

An overview of the tasks involved in creating an agile project.

The following tables, arranged by task group, list the tasks involved in creating an agile project.

|Task|How do I do this?|
|----|-----------------|
|[Define an Agile group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/t_SDLCPPSCreateATeam.md)|Navigate to **Agile Development** > **Create Agile Group** and click **New**.|
|[Add group members](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/t_SDLCPPSCreateATeam.md)|Navigate to the **Group members** related list on the Group form and click **Edit**.|
|[Decide the capacity of a group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/t_SDLCPPSCreateATeam.md)|Navigate to **Agile Development** > **Groups**, select the desired group, and enter a number in the **Group capacity \(points\)** field.|

|Task|How do I do this?|
|----|-----------------|
|[Create a sprint](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/t_SDLCPPSCreateATeam.md)|Use the **Create Sprints** related link on the Group form to create multiple sprints or use the **Sprints** related list to create individual sprints.|
|View the created sprints|Use the **Sprints** related list on the Group form.|

<table id="table_wkg_v43_dr"><thead><tr><th>

Task

</th><th>

How do I do this?

</th></tr></thead><tbody><tr><td>

Create a project

</td><td>

-   Navigate to **Project** &gt; **Projects** &gt; **Create New**.
-   Navigate to **Project** &gt; **Projects** &gt; **Project Workspace** and click **New Project**.

</td></tr></tbody>
</table><table><thead><tr><th>

Task

</th><th>

How do I do this?

</th></tr></thead><tbody><tr><td>

Open an existing project

</td><td>

-   Click the **Project Workspace** related link on the Project form.
-   Navigate to **Project** &gt; **Projects** &gt; **Project Workspace** and select the project from the **Select Projects** choice list in the workspace header.

</td></tr></tbody>
</table><table><thead><tr><th>

Task

</th><th>

How do I do this?

</th></tr></thead><tbody><tr><td>

Create an agile phase for a project

</td><td>

Click the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: screenshot for add phase icon\) and select **Agile** from the Phase Type choice list.**Note:** This option appears only when both the Project Portfolio Management and Agile Development 2.0 applications are installed.

</td></tr><tr><td>

Create a test phase for a project

</td><td>

Click the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: screenshot for add phase icon\) and select **Test** from the Phase Type choice list.**Note:** This option appears only when both the Project Portfolio Management and Test Management 2.0 applications are installed.

</td></tr></tbody>
</table><table><thead><tr><th>

Task

</th><th>

How do I do this?

</th></tr></thead><tbody><tr><td>

View phase details in list view or VTB

</td><td>

Click the **List** or **VTB** button in the project workbench header.

</td></tr><tr><td>

Assign a group to an agile phase

</td><td>

Edit the Agile phase and select a group in the **Group** field.

</td></tr><tr><td>

Select sprints for an agile phase

</td><td>

Edit the Agile phase, ensure that a group has been assigned, and select a **Start Sprint** and **End Sprint**.

</td></tr><tr><td>

Create stories for an agile phase

</td><td>

Click the Agile phase in the project workbench and click **New** in the detail view header.

</td></tr><tr><td>

Refine stories for one project

</td><td>

Click the **Manage Stories** button to open the Manage Stories dialog box.**Note:** You can also use the **Agile Planning &amp; Tracking** related link on the [Project form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-management/t_CreateAProject.md) to view your backlog, assign stories to the projects, or create new stories for the project.

</td></tr><tr><td>

Refine stories across multiple projects

</td><td>

Click the **Manage Stories** related link on Group form.

</td></tr><tr><td>

Assign a group to an agile phase

</td><td>

Click the Agile phase edit icon and select the group from the **Group** choice list.

</td></tr></tbody>
</table>|Task|How do I do this?|
|----|-----------------|
|Add milestones to a project|Click the Add phase icon \(\[Omitted image "ProjectWorkbenchAddPhaseIcon.png"\] Alt text: Add phase icon\) and then click **Milestone** at the top of the Add Phase pop-up window.|

|Task|How do I do this?|
|----|-----------------|
|Start sprint planning|Navigate to **Agile Development** &gt; **Groups**, open the desired group, and click the **Sprint Planning** related link.|
|Add stories to the sprint|Navigate to **Agile Development** &gt; **Groups**, open the desired group, click the **Sprint Planning** related link, and click **Create story**.|

|Task|How do I do this?|
|----|-----------------|
|Create a test plan|Navigate to **Test Management** &gt; **Test Execution** &gt; **Test Plans** &gt; **New**.|
|Add test cases to a test plan|Click the **Add Test Cases from Test Suite** related link on the Test Plan form.|
|Assign test cases to testers|Select a user in the **Assigned to** field on the Test Case form.|
|Notify testers to start testing|Click the **Notify testers** to start testing related link on the Test Plan form.|
|Tester performs tests and submits results|Navigate to **Self-Service** &gt; **My Tests** or **Self-Service** &gt; **My Assessments**.|
|Monitor the testing progress|The Test Plans list, Test Plan form, and Test Case form all display results for test cases and individual tests.|
|Testing sign-off|Click the **Sign-off Test Plan** related link on Test Plan form.|

<table id="table_qgd_c2c_d3b"><thead><tr><th>

Task

</th><th>

How do I do this?

</th></tr></thead><tbody><tr><td>

Create a test execution suite

</td><td>

Navigate to **Test Management 2.0** &gt; **Test Execution Suites**, and click **New**.

</td></tr><tr><td>

Add tests to a test execution suite

</td><td>

Open a test execution suite, and click **Add tests**. From the **Tests** list, select the required tests and click **Add to Execution Suite**.

</td></tr><tr><td>

Assign tests to testers

</td><td>

Open a test execution suite. In the **Test execution assignments** related list, assign tests to testers. **Note:** Only the tests in the Ready state can be assigned.

</td></tr><tr><td>

Tester performs tests and submits results

</td><td>

Navigate to **Test Management 2.0** &gt; **Tests Assigned to me**. Select the required tests and click **Run**.

</td></tr></tbody>
</table>**Parent Topic:**[Agile Development 2.0 integration with Project Portfolio Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/ppm-collaboration/c_SDLCIntegrationWithProjectPortfolioSuite.md)