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Backlog

Explore Backlog features for efficient task and sprint management.

Gaurav Aery avatar
Written by Gaurav Aery
Updated over a week ago

Backlog Screen

Within the Backlog screen, effective management of your backlog items and tasks is at your fingertips. Seamlessly initiate and establish sprints with utmost ease. Explore your backlog data presented in two distinct formats: the visually engaging Cards view or the structured List view. It’s important to note that the Backlog screen is exclusive to Scrum projects and is not accessible within Kanban or Business project frameworks.

Total Tasks

Efficient Backlog Task Management

  • Accumulating Tasks
    In cases where a significant number of tasks fill your project’s backlog, a streamlined solution is in place to organize and store them effectively.

  • Centralized Organization
    Tasks are consolidated within a dedicated backlog section, enabling efficient and systematic management.

  • Task Creation
    Easily initiate tasks or items by utilizing the intuitive “+ Add New” button.

  • Illustrative Example
    Imagine a scenario with three sample tasks currently residing in the backlog, serving as a representative illustration.

    Total Tasks


  • Task Count Visibility
    Enhance user-friendliness with immediate access to the total task count within the backlog, aiding decision-making.

  • Adjustable Viewing Experience
    Retain the flexibility to modify the width of the backlog section, optimizing your viewing comfort and experience.

  • Section Collapse Option
    For added convenience, the Backlog section can be collapsed as needed.

Efficient Sprint Task Management

Once you’ve populated your backlog with tasks, the next step is to initiate a sprint using those tasks. To begin the sprint, simply transfer the desired tasks from the backlog into the sprint section. This can be easily accomplished by using the drag-and-drop functionality.

Additionally, if you need to introduce a new task within the ongoing sprint, you can do so seamlessly by utilizing the “+Add new task” button.

Backlog Tasks


Creating Sprints

Upon accessing the platform, you’ll discover an initial sprint labeled as “Sprint-1.” The default status for this sprint is “Upcoming” since it hasn’t commenced yet. To initiate a new sprint, simply click on the “+” icon.

Creating Sprints

After successfully generating a new sprint, it will be displayed on the right-hand side of the original sprint, effectively organizing the sprints chronologically.

New Sprints


Modifying Sprints

You have the ability to fine-tune the details of a sprint by making changes to its name, adjusting its start and due dates, and specifying how long the sprint will last. All of these adjustments can be easily carried out within the sprint edit panel. To comprehensively explore these functions, let’s take a closer look at each one:

Step 1 : Click on the “Edit Sprint” button.

Edit Sprint

Step 2 : Within the sprint edit panel, you can rename the sprint, set its start and due dates, and also determine the sprint’s duration according to your project needs.

Sprint Edit Panel

Viewing Sprint Details

To access in-depth information about a sprint, simply click on the “Detail” text button.

Sprint Details

  • Basic detail of sprint
    Within the left section of the panel, you’ll find essential details about the sprint, including its status, sprint name, project name, sprint owner, start and end dates, sprint duration, and the total estimation for the sprint.

    Basic Detail

  • Sprint Dashboard
    Utilizing the sprint dashboard graph, you can gain a comprehensive overview of the sprint’s progress. This dashboard features four distinct types of graphs:

    1. Overall progress
    This graph provides insights into the total number of items present within the sprint and how many have been completed. It even allows you to assess item counts in precise percentages.

    Overall Progress

    2. Open items by Type
    In this graph, you’ll observe the total count of items categorized by issue type, such as Story, Bug, and Task. The graph also displays these counts in percentage form, offering a clear breakdown of the sprint’s composition.

    Open Items Type

    3. Open Items

    4. Start activity

  • Sprint description
    In this section you can add the sprint description.

    Sprint Description

  • Sprint Items
    Within this segment, you have the ability to review the items associated with the sprint. Here, you’ll find details like the item’s name, its issue type, estimated effort, assigned team member, current status, and priority level. Beyond just viewing, you also possess the capability to make modifications to these item specifics. This encompasses actions such as renaming the item, adjusting its issue type, assigning an estimated effort, designating an assignee, updating its status, and setting its priority.

    Sprint Items

  • Sprint Users
    In this section, you’ll have access to a thorough list containing all project-associated users. Please note that only users with assigned tasks will be displayed on this screen. Users who currently have no tasks assigned to them will not appear in this list.

    Sprint Users

Start sprint

Initially, the sprint status is marked as “Upcoming sprint” since the sprint has yet to commence. However, if the sprint lacks any tasks, initiating it is not possible. To start the sprint, it’s essential for the sprint to contain at least one item or task.

Start Sprint

To initiate the sprint, follow these steps:

Step 1 : Click the “Start” button.

Start Button

Step 2 : Once the “Start” button is clicked, a subsequent panel will emerge. Within this panel, you have the option to customize the sprint details before triggering the sprint by clicking the “Start” button.

Sprint Detail Popup

Congratulations! Your first sprint is now underway!

Once initiated, the sprint will transition automatically to the board screen. Returning to the backlog screen, you’ll notice the sprint status has changed to “Active sprint,” and the “Start” button has transformed into the “Mark As Completed” button, indicating that the sprint is now underway.

Active Sprint

Sprint completion

Sprinting completion is a seamless process that can be executed directly from the Backlog screen. Follow these steps to finalize a sprint:

Step 1: Click on the “Mark As Completed” button.

Mark Completed

Step 2: A panel will appear, offering you several possibilities for completing the sprint:

Congratulation

Possibility 1: All Items Done

If all items within the sprint are marked as done, the completion process is straightforward. The panel will display without any drop-down options. Simply click the “Save” button to successfully complete the sprint.

All Items Done

Possibility 2: No Items Done.

When none of the sprint items are marked as done, the panel will include a drop-down list presenting all available sprints and the backlog. You must choose one of these options to allocate undone tasks before completing the sprint.

No Items Done

Post-completion, the undone tasks will be visible in your selected location, either the backlog or the sprint.

Post Completion

Possibility 3: Mixed Completion Status

For scenarios where some items are done while others remain unfinished, a similar panel will appear.

Mixed Completion

Upon clicking the “Mark as Complete” button, you’ll need to select an appropriate option from the panel. Following sprint completion, any remaining undone tasks will be relocated to your chosen destination – either the backlog or the sprint.

Mark as Complete

Sprint Completion in List View

The sprint completion option is also available in the list view of the backlog.

Completion Sprint

Filtering the items

Streamlining item management is made highly efficient with the essential use of filters. A diverse set of six filter types is available, enabling precise item sorting based on factors like assignee, Epic, label, estimation, and more. Upon selecting the filter button, a dedicated panel will be presented.

Filtering Items

Filtering Panel

Within this filter panel, you gain the capability to leverage filtering options, simultaneously applying multiple filters if needed. This empowers you to swiftly navigate and locate specific items directly from the backlog screen, enhancing your overall workflow efficiency.

How to apply the filter

To filter items, simply click the filter option highlighted within the filter panel. You’ll notice the filter count displayed on the filter button. Once you’ve made your selections, the backlog screen will automatically showcase items matching your chosen filter criteria.

Filtering Count

How to close the filter panel

To close the filter panel, just click on the highlighted area of the Filters button. This action will promptly close the filter panel.

Close Filter Panel

After closure, the backlog display returns to its default view, as shown in the accompanying screenshot.

Close Sprint

How to clear the filter options

Please note that the above step only closes the filter panel and does not clear active filters. To remove filters entirely, click the cross icon within the filter button.

Clear Filter Options

This action resets filters, displaying all issues comprehensively on the backlog screen.

Viewing mode

When utilizing the backlog screen, you have the flexibility to choose between two distinct viewing modes: Card view and List view.

Card view:

The default presentation style for the backlog screen is the Card view. This mode showcases content in a card-based format.

Card View

List view

If you wish to transition from the card view to the list view, simply click on the “Switch to List View” button.

List View

In the list view, the same content is displayed in a well-structured list format, offering an enhanced representation.

List Format

The group By

In the list view, you have the ability to sort items by Status, Assignee, Issue type, Priority, and Epic. Please note that the Filter option is not accessible in the list view. By default, sprint items are sorted in an organized manner.

Sort Items by Status
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