Managing a room

Room settings

Moderators open Room settings from the gear icon in the room's topbar. It's split into three tabs: Room settings, Integrations, and Participants.

The Room settings tab covers the room name, the card deck, and the voting flow:

• Room name — a plain text field.
• Card values — pick a deck (Fibonacci, Modified Fibonacci, T-Shirt Size, Powers of Two, Sequential, or Hours) or set custom values. The deck is locked while a round is active with votes cast — reveal or clear votes first.
• "When can people vote?" — Immediately (estimate the moment a work item appears) or Moderator starts (cards stay locked until voting is opened).
• "Use a countdown timer?" — Use a timer (a deadline closes each round automatically) or No timer (ends when everyone votes or you reveal).
• "Separate Dev and QA estimates?" — One team estimate or Separate by role. See the roles & people doc for how the split works.
• "When are votes revealed?" — Hide until reveal (votes stay hidden until the moderator reveals them) or Show votes live (votes appear as they're cast).
• "Change votes after reveal?" — Allow changes (voters can re-pick after reveal, until estimates are accepted) or Lock at reveal (votes are final once revealed).
• Room password — only shown when the room's security policy requires a password; lets a moderator set or change it.

Participants tab

The Participants tab lists everyone currently in the room with their role, and gives moderators the controls to grant or revoke moderator access and remove participants.

Room settings is also where you'll find the Integrations tab, which covers connecting and configuring a Jira source for the room.

The work-item queue

The queue is owned by the room, not by any single session — items you add stick around across sessions until a moderator removes them or accepts an estimate that closes them out.

Add an item from the "Add work items" button (topbar or queue panel). The Write tab is a simple form — title, plus an optional description — that adds straight to the queue. Anyone in the room can use it.

If the room has a Jira source configured, a Jira tab also appears: moderators get inline search and one-click import, while other participants can paste one or more issue keys or URLs to request an import, which a moderator reviews.

Open the full queue view from the "Queue Manager" button in the topbar (title "Manage queue"). It's a two-lane board: "To estimate" holds everything still in the queue, and "Done" holds completed items plus session history. Selecting an item opens a detail pane where a moderator can edit its title and description, or remove it — removal is blocked while the item is active with votes cast, until those are cleared or accepted.

Sessions & history

A session is a named grouping of completed rounds — think of it as a label you can use to separate one estimation meeting's results from the next, not a container the queue lives inside. A room always has one active session; moderators can start a new one at any time from the Done lane, which closes the current session and starts a fresh one.

Past sessions stay browsable from a dropdown in the Done lane; selecting one shows a "Viewing a past session — read-only" note and its own history, without touching the live session.

Completed item history lists every finished round with its accepted estimate — a single point total, or separate Dev and QA figures plus a combined total for split rooms. Expanding an entry shows the description and every vote cast, grouped by role. Moderators viewing history can also click Re-vote on a completed item, which clones it back into the queue as a fresh round without disturbing the original history entry.

Exporting history to CSV

From the Done lane, moderators can click "Export CSV" to download the current session's completed rounds as a spreadsheet.

The export includes each round's title, accepted Dev estimate, accepted QA estimate, accepted team estimate, and completion timestamp. Exporting is moderator-only — the server checks moderator status on the room before generating the file.

Configuring a room from the dashboard

A room's per-room security controls live on its dashboard configuration page, separate from the in-room Settings modal — deck and voting preferences are set inside the room, while access and room-code controls are set from the dashboard.

From there (Pro plans), you can assign a security policy to the room or leave it inheriting the account default, set or update the room's password, and view the current room code. Regenerating the room code immediately invalidates the old URL — anyone still using it will need the new one — but votes, queue, and settings all carry over unaffected.

Async voting

Async voting isn't a room setting — it's opened per-session from the "Open async voting" button next to Add work items, when you want the team to vote on a schedule instead of live in a meeting.

That button is only available to moderators, and only when the room doesn't already have an open voting window (one window is allowed per room at a time).