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.
- Role required: scrum_product_owner
-
Create a personalized
backlog or have a backlog shared by the product owner.
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Navigate to .
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.
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From the choice list at the top left corner, select the required backlog.
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To create another backlog from the Backlog tab, click
the Create Backlog
icon.
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To add a story to the backlog:
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Click Create Story.
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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.
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To add a story to the backlog and simultaneously decide its order of
implementation, perform these steps:
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Select a story in the backlog.
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Click Create Story.
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Specify the required details in the story form and click
Submit. The story is created beneath the
story that was selected in the backlog.
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To open the triage board of a specific task type (such as problems or defects),
view the total numbers of records in the triage boards of all task types, and
the edit the filter definition of a triage board, click Triage
Board.
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To move a triaged record from the Backlog tab to triage
board, open the record in a form and click the Move back to triage
board related link.
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To create a theme, from the Create Story list, click
Create Theme. For instance, the theme of a release is
enhancing a product with some cosmetic changes.
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To create an epic, from the Create Story list, click
Create Epic.
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To show or hide the Epics filter, click Configuration,
and toggle Show Epics Filter on or off.
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To personalize columns in the Backlog list, click
.
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To view the backlog in a standard platform list, click
.
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Click cards to view more details in a specific category.
Card | Description |
---|
Stories in total |
Displays the total number of stories in the backlog. |
No story points |
Displays the total number of records in the backlog without any
story points. |
No acceptance criteria |
Displays the total number of records in the backlog without any
acceptance criteria. |
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To edit the filter criteria of the backlog, click
.
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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.
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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:
Action | Description |
---|
Using the drag feature |
Point to a story and drag it to the required position. |
Using the keyboard |
See Arrange stories using the keyboard. |
Note:
- 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.
- You require a specific role that provides access to a triaged record
in the backlog. For example, to view a problem in the backlog, you
must have the ITIL role. If you do not have access to any record, an
error message appears.
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To perform an action at once on a set of stories:
- Select the required stories.
- Click
and select any of the following options:
Option | Description |
---|
Move to top |
Moves stories to the top of the Backlog list. |
Move to bottom |
Moves stories to the bottom of the Backlog list. |
Assigned to |
Opens the Users list. Select the user to whom you want to assign the
stories. |
Assigned group |
Opens the Groups list. Select the group to which you want to assign
the stories. |
Epic |
Opens the Epic list. Select the epic to which the stories
belong. |
Product |
Opens the Product list. Select the product to which the stories
belong. |
Project |
Opens the Project list. Select the project to which the stories
belong. |
Project Phase |
Opens the Project Phase list. Select the project phase to which the
stories belong. |
Release |
Opens the Scrum releases list. Select the release in which the
stories are scheduled for completion. |
Theme |
Opens the Theme list. Select the theme to be applied on the
stories. |