Settings
The profile menu — your avatar at the top-right — is the hub for configuration and navigation. It's where you manage your account, the whole organization, individual teams, and jump to PIs, sprints, reports, and more.
What’s in the menu
| Item | What it opens |
|---|---|
| Account | Your personal profile — name, email, password. |
| Settings | The current team's settings (same editor as Teams → Edit). |
| Notifications | Your notification preferences and history. |
| Organization | Org-wide configuration across the tabs below. |
| Knowledge Base | Your personal library of runbooks, how-tos, and reference notes. |
| Teams | Add, edit, and remove teams. |
| Program Increments | Manage the team's PIs. |
| Sprints / Iterations | Manage the time boxes within a PI. |
| Reports | The Reports page — generated reports, the public dashboard, and templates. |
| Export | Download your team's PI data as a workbook. |
| Report an Issue | Tell us about a bug, ask a question, or send feedback — paste or attach screenshots. We see which page you were on, so you don't have to explain where. |
| Help · Keyboard Shortcuts · About | In-app help, the shortcut reference, and version info. |
| Logout | Sign out. |
Account
Your personal profile: first/last name, email, and Change Password. (Billing and payment methods live under Organization, not here.)
On the Demo account: profile, password, and billing changes are intentionally disabled — you can open these screens but nothing is saved.
Organization
Org-wide configuration, organized into tabs:
| Tab | What it controls |
|---|---|
| General | Organization name, your plan, and PI Planning — turn it on when your teams plan in Program Increments. Each team can opt out in its own settings. |
| Issue Types | Map your APM tool's issue types (story, bug, task, …) onto AgileNotes.AI ticket types so metrics classify work correctly. |
| Epic Types | Define your epic categories (e.g. feature vs enabler) used in Epic Progress and the Program Board. |
| Holidays | The org-wide holiday calendar — feeds every team's Capacity automatically. |
| Billing | Your subscription — monthly or yearly — and the payment method. |
| Single Sign-On | Configure SAML / SSO so people sign in with your identity provider. |
Teams
Open a team from the team selector (or Teams in the menu, then Edit). A team is configured across five tabs:
| Tab | What it controls |
|---|---|
| General | Team name, optional sub-name (shown on reports), color, the Agile Framework (Scrum, Kanban or XP), the Kanban SLE in days, and — when your organization plans in PIs — whether the team participates in PI Planning. The framework switch is the big one — it flips the whole app between sprint/velocity and flow/cycle-time, as covered in Teams, Sprints & PIs. |
| Members | The roster used for assignees, capacity, and breakdowns. |
| Data Source | Connect an APM tool — Jira, Azure DevOps, Agility, or Rally — so tickets sync automatically, with a status mapping onto AgileNotes.AI flow states. Or work fully manually. |
| Theme | The team's visual theme. |
| AI | AI behavior for the team's standup, patterns, and coaching surfaces. |
Everything else
The rest of the menu is navigation rather than configuration: Program Increments and Sprints / Iterations to manage time boxes; Reports for generated reports and templates; Notifications for your alert preferences; and Help, Keyboard Shortcuts, and About for in-app reference.
That’s the tour. Press ? anytime for in-context help, and open the app to try it with the Demo data.