Using Team Iteration Summary in Pulse

The Team Iteration Summary feature in Pulse provides a concise, AI-generated overview of key accomplishments for each iteration. It helps teams quickly review completed tasks and achievements, ensuring clear visibility into past iterations. Additionally, this feature enables easy sharing and feedback collection for continuous improvement.

Accessing the Team Iteration Summary

To access the Team Iteration Summary, follow these steps:

1. Select Your Team and Iteration – Use the filters at the top of the Pulse interface to choose the relevant team and iteration.
2. Depending on the iteration’s status, you may see:
   • Past Iteration with Summary Available —A "Summary" button appears. Click it to open the summary panel.
   • Current Iteration (Default View)—If the last iteration’s summary is ready, a banner will indicate its availability for review.
   • Past Iterations without a Summary—If the summary is unavailable due to the iteration predating this feature, a message will explain why it is not available.

Summary Panel Breakdown

When the summary panel opens, it provides the following information:

• Iteration Name and Dates—Displays the iteration name, start date, and end date.
• Overview—A high-level assessment of the team’s performance, balancing planned versus unplanned work, major accomplishments, and capacity accuracy.
• Key Accomplishments—Up to 10 major achievements, summarizing completed tasks in plain language to highlight the team's progress.
• Planning Disruptions—Details unplanned work, untracked branches, and other factors that affected iteration predictability.
• PR Flow Analysis—Identifies potential bottlenecks in code review and merge processes, such as large PRs with insufficient review time.
• Recommendations—AI-generated suggestions to improve team workflow, planning accuracy, and efficiency, based on iteration insights.

Sharing the Iteration Summary

The iteration summary can be shared in two formats:

1. Deep Link (Access Restricted by Role-Based Permissions)—Generates a shareable link for team members with the required permissions.
2. Markdown Text—Copies the summary text directly to the clipboard for quick sharing or documentation purposes.

Additionally, iteration summaries can be delivered automatically to your team's designated Slack or Teams channel. Configure this in the team settings under the Slack or Teams tab. Once configured, users can enable or disable automatic delivery under the Insights tab within the same team settings.

Providing Feedback

At the bottom of the summary panel, users can provide feedback to help improve the AI-generated summaries:

• Like/Dislike Button—Feedback is recorded, including the iteration details, team information, and insights, and sent to the system for continuous enhancement.