Betterplan Documentation

Learn how to plan products with Betterplan – from the storyboard to the forecast. The docs take you from your first steps through the method to the Scope, Prepare, Build and Insights phases.

All examples use the demo project QuickCart, a fictional grocery delivery platform. You download the project as a ZIP file, import it into your account and can try out every step yourself (see The QuickCart example project).

Getting startedAccount, first project, import QuickCartThe methodInitiative, epic, story, workitem and the six statesScopeStoryboard, releases, roadmapPrepareBacklog and estimatingBuildIterations and the iteration boardInsightsProgress, flow and forecast

More topics

• Tickets – fields, hierarchy, dependencies and lead times
• Navigation – views and keyboard
• Find & filter – search and filters
• Collaboration – discussions, attachments, stakeholders
• Managing a project – settings, team, sharing, export
• Workspace – members, roles, subscription, profile
• Integrations – use Betterplan with AI agents via MCP
• Reference – glossary, shortcuts, ticket properties, FAQ