Quick Start Guide: 10 Things To Know

1. Adding a Growth Objective 
2. Importing and Entering Ideas
3. Inviting Team Members & Integrating with Slack/HipChat
4. Testing Ideas
5. Assigning cards & Integrating with JIRA/Pivotal Tracker & Optimizely
6. Progressing Tests To Completion
7. Adding Results To Tests
8. Adding Conclusions To Tests
9. Knowledge Base
10. Dashboard: Weekly Progress Statistics

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It’s easy to get started with Projects and start growing!

1. Start by adding a Growth Objective

Learn more about setting impactful Growth Objectives here.

2. Start importing or adding ideas

Already got ideas in spreadsheets or Trello? Start by importing those into your Project.

Have new ideas? It's easy to enter one. Just go to the "Ideas" section, type in a brief description of your idea and hit "Enter" on your keyboard. To add more detail, click on "More options" to the right to expand. Here you can:

• Add a  more detailed description

• Select a growth lever, 

• Add tags, 

• Set an "ICE" score

3. Invite team members to collaborate on ideas (and have them add a few too!)


Pro Tip: While you’re at it, integrate your Project with Slack or Hipchat. Let your entire team keep up on your progress with generating ideas, testing and more. 
You can manage your integrations through the Settings menu.


4. Testing ideas

Ready to test an idea? Just mouse over to a card you’re ready to test and select “Test Idea”

Enter a hypothesis for this idea...

This will move your idea into the “Up Next” lane of the “Tests” section.

5. Assigning cards & Integrating with JIRA/Pivotal Tracker & Optimizely

Here you can assign tests to team members to manage through completion. You can also integrate JIRA or Pivotal Tracker to push cards into those systems.

If you’re using Optimizely for A/B tests, you can integrate with it and see results of your tests within your test cards.

6. Progressing Tests To Completion

When you’re ready to start running the test, just drag the test card from the “Up Next” lane to the “Active” one. And when your test has finished running, drag that test card to “Ready for Analysis”

7. Adding Results To Tests

Once you’ve run a test, it’s time to analyze them. Add screenshots and results to the card. When you have a conclusion, click “Add Test Results” on the card.

8. Adding Conclusions To Tests

Add your conclusion and select your bottom line, i.e., whether the test worked or not, or was inconclusive. Then click “Move to Knowledge Base”. This moves your card to the “Knowledge Base” section.

9. Knowledge Base

This section now becomes the repository of the history of all the tests you’ve ever run and what happened. The tests remain categorized by growth lever and tags you picked when you first entered the idea to make them easy to find. This is where you’d come back to decide whether you should double down on tests that’ve worked and get ideas for other tests to run, even from ones that haven’t.

10. Dashboard: Weekly Progress Statistics

And one last thing…
High Tempo Testing requires a weekly cadence. You can keep set and track your statistics within the “Dashboard” section. You can also see how many ideas your team is generating, how many have been run, completed and analyzed.

Need more information? Click “Help” within Projects at any time or click here.

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