Modules and Views → Home → Guidance → Build a Backlog
All work items are stored in a backlog. As you and your team make progress towards completing each work item, they will move to, from, and between the product backlog and any of its supporting release, sprint, and team backlogs. But before you can begin working on work items that are stored in a backlog, you must first create those work items.
You can use the Import Data tab to download a template (a Microsoft Excel file) into which you can enter data about items, resources, resource roles, and resource teams, and then import that data into Serena Agile Planner.
In the template, there is a tab for each of the types of data that you can import: Investments, Resource Roles, Resource Teams, Resources, and Agile Work Items. On each tab, a single row represents a single item, resource role, resource team, resource, or work item that will be imported.
This is a feature that can be a useful way to add data, especially during the configuration phase of your deployment. However, this feature, when used carelessly, can add a lot of unnecessary data into your environment. Permission to use this feature should be granted carefully and only to people who are capable of removing unwanted data, should it get imported.
Depending on the amount of information you want to import, and the complexity of that information, you may need more detailed help, including descriptions of each tab in the template and a description of the messages you may encounter while importing information. You can get this information by clicking Help while working in the Import Data tab. Sometimes, access to attribute details within Serena Agile Planner may be necessary, and that access may require the assistance of your Administrator.
Regardless of how or when a work item is prioritized, Serena Agile Planner makes it easy for you to move work items between backlogs, adjust priorities, change the ranking order, and so on, so that you are using the most effective method for your team. When you are working in a backlog, be sure to set the view mode to List.
Viewing a backlog in list view mode will ensure that you can view work items by relative priority (where a higher rank equals a higher priority). (By default, Serena Agile Planner shows backlogs in the Tree view mode, which does not rank stories.)