The following is a comprehensive guide for using Groomba.
A Groomba team contains your team's estimation participants and settings for how you want to estimate issues.
In team settings, you can configure:There are two commonly used fields in Jira for estimation: Story Points and Story point estimate, case sensitive.
This is a legacy field, but you may work with Jira projects that use it. By default it is available for Story and Epic issue types in classic projects. You can edit your settings to make it available for all issue types, even in next-gen projects.
This is a default field (locked) in Jira. You cannot delete this custom field. This is the default when you enable the Backlog and Estimation features in a next-gen project.
You can select any Jira issue to estimate, as long as you have access to that issue in Jira. The selected issues will start polling in your team channel with the settings configured in /groomba settings
Note that you can use /groomba ISSUE-1 to bypass any backlog settings you set up in your team settings. This means, for example, you can poll Bug type issues even if you have Bug type issues explicitly disabled in your Backlog Settings.
There are several possible results of a poll.
This is the best result -- your story has been assigned a point value in Jira that is based on an average of your team's votes.
This adds an impediment in Jira -- the issue will not be polled automatically again until that flag is removed in Jira. The common meaning of a flag is that not all information is available to estimate.
This is "We shouldn't do this poll right now". Currently, this pushes your issue to the back of a virtual queue containing the first ~100 of your backlog issues.
This transitions your issue to "Done" or an equivalent resolution in Jira.
After the poll has concluded, there are several options to follow up on the results.
You can also poll for a Jira issue again by typing /groomba ISSUE-1
If your Jira backlog has unrefined issues, estimate polls for those issues will arrive as messages. Just click the buttons to vote. Defer means “let’s punt” or “let’s not estimate right now”. An issue is automatically deferred if no one votes on it. If an issue is deferred, it will be surveyed again sometime later. Flag means “flag this issue in Jira”. If an issue is flagged, it won’t come up again until someone removes the flag in Jira.
These are settings are optional because you can choose not to automatically poll issues from a backlog. You can do this by setting your max backlog polling issue amount to zero (see Turning off auto-polling section.)
If you'd like to automatically poll from a specific set of Jira issues, you can pick any Jira filter that
contains the JQL you want for your backlog. For example,
description IS NOT EMPTY AND created >= startOfYear() is a JQL statement that finds all issues
with a description and was also created this year.
Reminders are messages sent individually to users from the bot. In order to reduce the amount of notifications, we wait a certain amount of time to allow your team a chance to vote and to group polls together in a single message. Note that reminders will not be sent during your working hours configured in Scheduling Settings section.
Smart default reminders
With advanced averaging settings, you can choose how Groomba your averages votes. There are several factors you can change to give more conservative or less conservative estimates. Note that you are always free to re-estimate an issue after the polling concludes.
Smart default remindersThere is also a convenient method to Test your configuration with example point values.
When you create a team, Groomba picks smart defaults when your team will be polled, but scheduling settings allow you to customize this.
You can achieve this by first opening your team settings and then changing the selector for Maximum issues open from auto-polling backlog amount to zero.
Each Groomba team has a primary owner and optional secondary owners. The primary owner's Jira credentials are used for all API calls on that team, so the primary owner must have a connected Jira account for the team to function.
The primary owner has full control over the team, including the ability to transfer ownership to another user. When ownership is transferred, the previous owner is demoted to a regular team member. The new owner's Jira credentials will be used going forward. If the new owner doesn't have a Jira account connected, the team will be disconnected until they connect one.
Secondary owners can modify team settings but cannot transfer primary ownership. You can add or remove secondary owners from the ownership settings modal.
When a primary team owner is deactivated in Slack (e.g., they leave the company), Groomba automatically transfers ownership to the best available candidate in this order:
The new owner is notified via DM. If they don't have a Jira connection, the team is disconnected until they connect their account.
To manage ownership, open /groomba settings in the team channel and click Ownership settings.
Workspace admins manage your organization's Groomba installation at the Slack workspace level. There is one primary workspace admin and optional secondary workspace admins.
By default, the person who installed Groomba is the primary workspace admin. The primary admin can manage all teams and transfer the workspace admin role to another user. Only the primary admin can transfer their role.
Secondary admins can see and manage all teams from the web portal and from /groomba workspace. You can add secondary admins from the workspace settings modal.
When the primary workspace admin is deactivated in Slack, Groomba automatically promotes a successor from existing secondary admins, then team owners, then any remaining user in the organization. All existing team owners are also promoted to secondary admins to ensure continuity.
To manage workspace settings, run /groomba workspace and click Workspace settings.
The web portal gives you a dashboard view of your Groomba teams outside of Slack. You can access it by typing /groomba portal in Slack and clicking the link.
The portal shows a table of your teams with each team's name, linked Slack channel, primary owner, Jira connection status, and team status. Workspace admins see all teams in the organization, while regular users see only the teams they belong to.
Team settings such as pointing scale, backlog, and members are still managed in Slack via /groomba settings.
You can get in touch with us easily with /groomba feedback or by emailing hello@groomba.ai
We are currently adding more ways to view and manage your teams, but right now the best solution is to run the command /groomba workspace
We deeply appreciate your support to keep the lights on and to keep offering innovative ways to save
developer time.
Any member of your Slack workspace can run /groomba subscription to
create or manage the subscription through the Stripe portal. We will also perform manual changes on your
account if you contact us via /groomba feedback or emailing
hello@groomba.ai