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  5. Managing the Backlog

Managing the Backlog

To quickly navigate in the backlog and find issues for a specific topic or feature, use categories, tags, links between issues.

Setting the Priorities

It is important to update the list of the backlog elements regularly: change the order of issues, raising the most important and valuable ones above. The higher the issue is in the backlog, the more specific it should be formulated and described. Only such issues can be included in the sprint.

The issues for which there is no clear understanding of implementation or not a single solution should be located below.

To change the issues display order in the backlog, drag the field (outside the area with the name) and move it using the Drag&Drop method.

For moving multiple backlog elements at once, hold down the CTRL key (Windows) or the Command (Mac), left-click on the necessary issues (outside the area with the name) and drag:

If you need quickly to move one or more requirements from the end of the backlog list to the beginning, or vice versa, right-click. In the opened menu, select the necessary action.

The order of issues in the backlog can be changed constantly. The new requirements should be added regularly, the irrelevant ones should be deleted or closed with a comment "Will not be completed."

Grouping of Issues by Category

Create your own categories to combine requirements by a specific feature. For example, the category can be a project implementation stage (procurement of materials, assembly, design, promotion), type of activity (organizational questions, training, documentation), functional blocks (personal cabinet, notification system, integration). The category can also be a separate large user story that can not be executed for 1 sprint. For example, “The development and set up of automatic business processes”.

How to Create a Category

To add a category, in the issue creation or editing window, enter a name and press "+":

You can also create a new category via the "+" sign, located in the backlog menu next to the Categories column, or by clicking to the right from the Create button.

After that, the window for creating a category opens. Here you can choose a color and assign a responsible person, whose name will be automatically assigned to all issue in this category.

Due to the selected colour indicator, you can quickly determine which group a particular issue belongs to when viewing the list of backlogs and Agile board.

You can also sort the requirements by categories using the Drag&Drop method, simply by dragging and dropping them into the necessary folder.

To assign several backlog elements to a certain category, press the CTRL key (Windows) or the Command (Mac), left-click on the necessary issues (outside the area with the name) and drag:

How to Edit/Delete Categories

Category editing is available in the backlog list. Just move the cursor at the name:

To delete the category, go to  Project Details  Categories

Here you can also change the order in which categories are displayed with a simple drag and drop option:

How to Find Issues in the Backlog Quickly

To quickly find issues in the project backlog, use text search or multiple filters.

Text search matches the conditions contained in the header of the backlog elements.

To filter the list of the backlog elements by issue type, priority, category, responsible, click on the corresponding section. In the list of backlog, you will see all the issues related to it.

You can select several sections at once, and in the list of the backlog, you will see the issues corresponding to the specified parameters. For example, we need to quickly find errors with high and critical priority. Select these sections and get the corresponding list:

Such issues can immediately be sent to the sprint for the soonest solution. Find out more about sprint planning below.

To remove a filter from the selected categories, issue types, click on them again.

Search in the Issues Section 

You can also search for issues by several parameters in the Issues section. There is a filter here available with additional parameters such as status, issue author.

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