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Managing the Agile Backlog

This article shows how to manage the Agile project backlog, including adding Features, User Stories, and Bugs.

Overview

The Backlog functionality in ResourceFirst allows you to add Features, User Stories, and Bugs to defined projects.

To access the Backlog, click the Backlog tab in the Project Center (the briefcase icon in the main ResourceFirst icon tray in the upper left).

You will be presented with the Backlog view.

Backlog View

The Backlog View contains three collapsible sections, representing Projects, Features, and Issues (i.e., User Stories and Bugs). 

To expand or collapse each section, click the small arrow button to the right of the appropriate section header.

In the third pane, the small red bug icon indicates a bug, whereas the green book icon represents a user story.

Filtering on Projects and Features

Clicking on a project will show features and issues (bugs and stories) related to that project. Or you can click the "All Projects" indicator at the top of the Projects pane to show data for all projects.

Likewise, clicking on a feature will shows issues for just that feature. Or you can click the "All Issues" indicator at the top of the Features pane to show issues (bugs and stories) for all feature on the selected projects.

To add a new Feature, select a project in the left pane, then click the "+" icon in the center Feature pane. Or to add a new Issue (bug or story), click the "+" icon in the right Issues pane.

To reload the data, press the circular refresh icon at the top of the Issues pane.

Projects_Backlogs.JPG

 

Adding Features, User Stories and Bugs

Adding Features

When you click the "+" icon in the Features pane to add a new feature, you'll be presented with the following popup dialog. Simply give the feature a name, select the project the feature is associated with, and specify the key if applicable (the Key is optional and is useful when integrating with or importing from other Agile tools).

Click Add (which leaves the dialog open if you'll be adding multiple features), or Add and Close.

 

Projects_Backlogs_Add_Feature.JPG

Adding Issues (User Stories and Bugs)

When you click the "+" icon in the Issues pane, you'll be presented with the following popup dialog.  

This allows you to name the story or bug, select the type (User Story or Bug), and choose the project that the story or bug is associated with.

Click Add to add the story or bug.

 

 

Projects_Backlogs_Add_Story.JPG

 

Viewing and Editing Story/Bug Details

Once the story or bug is added, you can edit other details directly on the Issues grid (such as: Team, Priority, Points, and Sprint). The Key is shown if used as part of an import, but cannot be edited. 

Alternatively, you can click the three dots to the far right of any story or bug and you'll be presented with an Issue Details dialog on the right (see image below). There you can enter or revise data as needed. Then click Save to save the data (or Cancel to back out).

Note: The story data is where you would assign stories or bugs to teams and sprints. To view the Sprint Roadmap, click the Roadmap Tab (to the right of the Backlog Tab). For more on that, see the Managing the Sprint Roadmap article.

 

Projects_Backlogs_Story_Detail.JPG

 

 

 

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