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Manage your product backlog

Manage your product backlog

Manage your product backlog at a centralized location. A backlog is a prioritized list of stories related to a specific product, epic, release, and so on. The definition of a backlog is flexible and is set up by the product owner.

Before you begin

Procedure

  1. Navigate to Agile Development > Agile Board > Backlog Planning.
    Note: If you have already created a personalized backlog, it would automatically appear in this tab. If you have not created a personalized backlog, then a welcome page appears that provides a link to create a backlog.
  2. From the choice list at the top left corner, select the required backlog.
  3. To create another backlog from the Backlog Planning tab, click the Create Backlog icon.
  4. To add a story to the backlog:
    1. Click Create Story.
    2. Specify the required details in the story form and click Submit. The story appears at the bottom of the backlog.
      On clicking an existing story number, a story form appears in which you can edit the story details. If you have read-only access, you can open the story form but cannot edit the story details.
  5. To add a story to the backlog and simultaneously decide its order of implementation, perform these steps:
    1. Select a story in the backlog.
    2. Click Create Story.
    3. Specify the required details in the story form and click Submit. The story is created beneath the story that was selected in the backlog.
  6. To create a theme, click Create Theme.
  7. To create an epic, click Create Epic.
  8. To configure details in the Backlog Planning tab, click Configuration.
    OptionDescription
    Show Epics filter Displays epics that the stories of the backlog belong to. This switch is enabled by default.
    Show Epics Displays stories with their epics in the backlog list. This switch is enabled by default.
    Show Releases Displays stories with their releases in the backlog list.
    Show Products Displays stories with their products in the backlog list.
    Show Assignment Groups Displays stories with their assignment groups in the backlog list.
  9. Click cards to view more details in a specific category.
    CardDescription
    Stories in total Displays the total number of stories in the backlog.
    No story points Displays the total number of stories in the backlog without any story points.
    No acceptance criteria Displays the total number of stories in the backlog without any acceptance criteria.
  10. To edit the filter criteria of the backlog, click Edit Backlog.
  11. To view the backlog as a standard platform list, click View Standard List.
  12. The Epics section lists epics that the stories of the backlog belong to. A maximum of 11 epics are displayed in this section. Epic completion is indicated by a blue progress bar. It is also indicated in terms of percentage.
    Select an epic. Only stories that belong to this epic appear in the Backlog section.
  13. The Backlog section in a list displays all the active stories assigned to the team, but not assigned to any sprint. To arrange stories within the backlog, use either of the following options:
    ActionDescription
    Using the drag feature Point to a story and drag it to the required position.
    Using the keyboard See Arrange stories using the keyboard.
    If the backlog contains more than 50 stories, then a pagination control appears at the bottom of the list enabling you to navigate to the first, last, previous, or next page in the list.
    Rearranging stories in the backlog adjusts the ranking of stories in the global_rank column in the Story [rm_story] table. When you move a story within a backlog, its rank changes relative to the stories within the same backlog. Thus, if the story exists in some other backlog, its ranking might change, but position in the backlog would remain the same.
  14. To move stories to the bottom of the backlog:
    1. Select the stories.
    2. From the Send To list, click Bottom.
  15. To move stories to the top of the backlog:
    1. Select the stories.
    2. From the Send To list, click Top.