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Managing the Backlog

Work assigned to an agile team will appear on the team's backlog. The team can then prioritize and manage their work queue. 

The stories on the team’s backlog are tasks that are assigned to the team from anywhere in Workfront. For example, you may be running multiple projects and assign work to a team from each project. 

 

  • "Viewing and Understanding the Backlog"
  • "Creating and Managing Stories on the Backlog"

Viewing and Understanding the Backlog

  • "Viewing the Backlog"
  • "Understanding Columns and Tabs"
  • "Changing the View"

Viewing the Backlog

  1. Click 'People' in the Global Navigation bar.
  2. Click the 'Teams' tab, then select the agile team from the drop-down list for which you want to view the backlog.
  3. Click the 'Backlog' tab.

Understanding Columns and Tabs

Columns

Parent: Indicates where the story rolls up to. This could be a project or another task. 

Estimate: Displays a number that represents story points or hours, depending on the settings for the agile team. 

Ready: Indicates that the story is ready for an iteration. It's a flag and can have different meanings for teams.

Tabs

Unplanned: Displays only those stories that are not already part of an iteration.
For information about how to add a story to an iteration, see "Creating an Iteration."

All: Displays all stories on the backlog, whether they are already part of an iteration or not.

Changing the View

'Backlog' is the default view setting for the backlog. However, the view can be changed or modified to meet the needs of the team. Custom data can also be included in a view. 

Creating and Managing Stories on the Backlog

  • "Reordering Stories"
  • "Breaking Down Stories"
  • "Creating New Stories on the Backlog"
  • "Moving Stories to the Backlog"

Reordering Stories

Stories can be re-ordered in the backlog list by using the drag and drop method. 

Breaking Down Stories

Because stories in a backlog vary in size, users can break them down into workable sizes for an iteration. Breaking a story down creates subtasks on the task that the story represents, and replaces the original task in the backlog. You can have a parent task or its subtasks assigned to an agile team, but you cannot have both assigned to a team simultaneously. 

Creating New Stories on the Backlog

You can create new stories on the backlog by creating the story directly from the backlog, or by assigning an existing task to an agile team.

  • "Creating a Story from the Backlog"
  • "Assigning a Task to an Agile Team"

Creating a Story From the Backlog

  1. Click 'People' in the Global Navigation bar.
  2. Click the 'Teams' tab, then select the agile team from the drop-down list for which you want to view the backlog.
  3. Click the 'Backlog' tab.
  4. Click 'New Story.'
  5. Specify the following information:
    Story Name: Specify a name for the story.
    Description: (Optional) Specify a description for the story.
    Ready: Select whether the story is ready to be added to an iteration. This setting is informational only. Stories can be added to an iteration regardless of the status of this setting.
    Estimate: Specify a point or hourly estimate for the story. Estimates affect the burndown chart. The burndown chart for an iteration is accurate only if each story contains an accurate estimate. (If you provide a point estimate, you must have already designated in the team settings how many hours each point represents.)
    Parent Project: Begin typing the name of the project that this story belongs to, then click the name when it appears in the drop-down list.
    Parent Task: (Optional) Begin typing the name of the parent task that this story is subordinate to, then click the name when it appears in the drop-down list.
    Custom Forms: (Optional) Select any custom forms that you want to add to this story.
  6. Click 'Save Story.'

Assigning a Task to an Agile Team

You can assign a task to an agile team. The task then appears as a new story on that team's backlog.

  1. Navigate to the Project that contains the task that you want to re-assign.
  2. In the Task List, click the task.
  3. Click 'Edit Task.'
  4. Click 'Assignments.'
  5. (Optional) Delete the existing assignees.
  6. Click 'Add Assignee.'
  7. Begin typing the name of the agile team who you want to be assigned to the task, then click the team name when it appears in the drop-down list.
  8. Click 'Save Changes.'
    Now, when you navigate to the agile team where you assigned the task (click 'People' > 'Teams,' then select the team that you assigned it to from the drop-down list), you see that task has been added to the 'Backlog' tab as a new story.

Moving Existing Stories to the Backlog

If you decide that your team is not yet ready to work on a story, you can move the story to the backlog.

For more information, see "Moving an Agile Story."

Considerations 

User stories are the same objects as tasks in Workfront. Stories on the backlog can only be tasks, and not issues. In the case that you want to add issues to the backlog, you need to convert those issues to tasks and assign them to the team, or set a story as a resolving object for the issue(s).