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Glossary

Work management terms, in plain English

Quick definitions for the terms you'll hit in any work platform - from Kanban to OKRs to white-label.

Kanban

A visual workflow method where work flows across columns representing stages (To Do, In Progress, Done).

Scrum

An agile framework where teams work in fixed-length sprints, with defined rituals (planning, daily standup, review, retro).

Sprint

A fixed-length iteration (1-4 weeks) during which a team completes a planned chunk of work.

Sprint Planning

The meeting at the start of a sprint where the team selects which work to commit to.

Velocity

The average amount of work a team completes per sprint, used to calibrate future sprint commitments.

Burndown Chart

A line chart showing remaining work over a sprint, ideally trending to zero by the last day.

Backlog

The ordered list of all work that hasn't been picked up yet, kept prioritised so the next sprint always pulls from the top.

Story Points

A unit-less estimate of effort relative to other tasks, used instead of hours to estimate work.

User Story

A small piece of work written from the user's perspective: 'As a [user], I want [goal], so that [benefit].'

Acceptance Criteria

The specific conditions that must be true for a story or task to be 'done'.

Definition of Done

A team-level checklist of conditions that apply to EVERY task before it can be marked complete (tested, reviewed, documented, deployed).

Workflow

The sequence of stages a piece of work moves through, from creation to completion.

Workload Management

The practice of distributing work across a team so no one is overloaded or idle.

KPI (Key Performance Indicator)

A measurable value that shows whether a team or business is hitting its targets.

OKR (Objectives and Key Results)

A goal-setting framework: define a qualitative Objective, then 3-5 quantitative Key Results that measure progress against it.

SaaS (Software as a Service)

A software delivery model where customers access the application over the internet on a subscription, with the vendor handling hosting and updates.

White-Label

A software arrangement where one company rebrands and resells another company's product as if it were their own.

CRM (Customer Relationship Management)

A system of record for sales pipeline, leads, contacts, deals, and customer interaction history.

Sales Pipeline

A visual representation of deals at each stage of the sales process, from lead to closed-won (or closed-lost).

Lead

A potential customer who has shown some signal of interest but hasn't been qualified yet.

Time Tracking

The practice of logging time spent on tasks or projects, used for billing, project profitability, and capacity planning.

Timesheet

A summary of time logged against projects and tasks over a period (week, month).

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