Getting Started

This guide walks you through your first session with SyncUp.

Prerequisites

• SyncUp is installed on your site.
• You are a member of a Jira Scrum project with an active sprint.

1. Open SyncUp

Open any Jira Scrum project, then in the left-hand navigation choose Apps → SyncUp. The first load reads the active sprint and renders the dashboard.

If you don’t see an active sprint, you’ll get a friendly info message — start a sprint from your project’s backlog and reload.

2. Skim the top bar

The header at the top of SyncUp is always visible across every tab:

• Health Score (0–100) with a Healthy / At Risk / Critical badge
• Completion percentage and items count
• Blocked items count
• Time Used percentage and days remaining
• The active sprint name, day counter, and the realistic forecast badge
• A ↻ Refresh button

3. Set team roles (admin, one-time)

SyncUp tailors the Daily Brief by role. By default, every user is treated as a Developer. A project admin should assign Scrum Masters and Product Owners.

1. Open the Settings tab.
2. Click 👥 Team Roles in the left sidebar (only visible to project admins).
3. For each team member, pick Developer, Scrum Master, or Product Owner.
4. Click Save Roles.

Non-admins see their own role under 👤 Your Role but cannot change it.

4. Read your Daily Brief

Switch to the Daily Brief tab. What you see depends on your role:

• Developer: Urgent items, Your Focus Today, Waiting for You, Recently Completed, weekly stats
• Scrum Master: Sprint health + breakdown, forecast, blockers, suggestions, team balance
• Product Owner: Sprint goal + confidence, delivery status, due-date alerts, decisions needed, velocity trend

Every issue row is a direct link into Jira.

5. Check Sprint Health

The Sprint Health tab shows the same health score in detail:

• The Sprint Health score broken into 5 weighted components (Progress vs Time, Blocked Items, Scope Stability, Team Balance, Velocity Trend)
• Delivery Scenarios: optimistic, realistic, and pessimistic projections plus the current daily velocity (items/day)
• Team workload distribution

6. (Admin) Turn on daily email briefings

If you want SyncUp to email your team a digest before standup:

1. Open Settings → 🔔 Notifications (admin only).
2. Toggle Daily Briefing on.
3. Pick a Standup Hour (7:00–14:00) and Timezone.
4. Toggle Jira Email Notifications on (the delivery channel — uses the anchor issue described in Install).
5. Click Save Notification Settings.

Use 📧 Send Daily Brief to send a one-off test, and 🏁 Sprint Report to send the latest closed-sprint autopsy on demand.

Next

• Explore the Daily Brief in depth
• See an automatic Sprint Report when a sprint closes
• Tune your personal preferences (alert sensitivity)

Stuck? See Troubleshooting & FAQ.