The Basics

Overview

This guide walks you through everything from creating your account to opening your first ticket. Follow it end to end and you will have a working organization, a root project, a board with sprints, and a ticket you can track.

Create your account

When you open Pomavo you land on the sign in page. If you already have an account, enter your email and password, or continue with GitHub.

If you are new, choose Sign up to open the account creation form. Fill in your full name, username, and email, then set a password to create your account. You can also sign up directly with GitHub.

Create your organization

After signing up you reach the organizations screen. Any organizations you already belong to appear here so you can open them. If you do not have one yet, choose Create Organization to set up your first.

On the setup form, give your organization a name and a short name. The short name becomes your organization's subdomain, so you access the organization at <shortname>.pomavo.com. It must be exactly eight characters and globally unique across all organizations. A description is available if you want one.

Find your root project

Once the organization is created you are taken to its inbox. From the sidebar, open All projects to see every project in the organization.

Pomavo automatically creates a default root project for you. Its name matches the organization name and its slug matches the organization short name. If it is not visible yet, refresh the page and it will appear.

Pin the project

Hover over a project in the list and use the pin icon next to it. Pinned projects show up in the sidebar for quick access.

Once pinned, the project appears under the Projects section of the sidebar.

Projects in Pomavo are hierarchical, and this root project sits at the top as the root of every other project. You can work in it directly or create new projects beneath it.

Choose a use case

Open a project's settings page to set its use case. The choices are Scrum, Kanban, and Incident Management. Incident Management is still in progress, and the root project defaults to Scrum.

Set up your board

Click the project in the sidebar to open its board. The board is not ready yet, because every project needs a backlog and at least one sprint for Scrum, or a backlog and an active iteration for Kanban. Use Go to Scrum Settings to set this up.

From the board settings, create a backlog and one or more sprints.

You can create any number of sprints at once. They are named sprint-1, sprint-2, and so on, and you can rename any of them after creation.

Your backlog and planned sprints now appear in the iterations list.

Head back to the board using the project's sidebar entry. Expanding the project in the sidebar reveals more options: Scrum, Backlog, Timeline, Reports, and Settings. Reports is still in progress.

Create your first ticket

You are now on the board and ready to create tickets. Use the Create Ticket button at the top right, next to Start Sprint.

Creating a ticket opens a list of templates to choose from. These templates are managed on the templates page, where you can change or delete them. The defaults are Epic, Task, SubTask, Story, and Bug.

Only templates that have an iteration field appear in this list. Epic does not include an iteration field by default, so it is not shown here. You can add the iteration field to any template if you want it to appear. See the template fields reference for details.

After choosing a template you see the ticket creation dialog. This screen is configured through the template's creation screen and can be tailored per template. See the template screens reference for how to customize it. By default it shows only the title and description.

Fill in the details and choose Create Ticket. Your ticket appears on the board. That is your first ticket.

Explore your ticket

Click the ticket to open it in the preview pane. Like the create screen, the preview pane is configured through the template screens. Use the toggles at the top to switch to comments or history. By default the details, links, and attachments views are shown.

Use the Open button at the top to open the ticket in its full details page.

What's next

Your first ticket is live, so now you can make the workspace your own. Switch between light and dark themes from the sidebar, create another project beneath your root project, tailor your templates and their fields, shape how tickets move with workflows, and put repetitive work on autopilot with automations. When you have plenty of tickets, search and saved queries help you find them fast.

See also