Creating Backlog Feeds

Use backlog feeds to aggregate content for backlog views.

All backlog feeds are public and are available to all users to add to backlog views. Work items returned by backlog feeds are dependent on your user privileges, however.

To create a backlog feed:

  1. Use one of these methods to open the New Feed page:
    • Create or edit a backlog view, and then click New in the feeds area.
    • Click the user icon in the corner of Work Center, select Settings, and then click Feeds. Click New Feed, and then select Backlog.
  2. On the Select Applications tab, select the application from which feed data should be returned. (If you are creating the feed from a single application context, only that application is available.)
  3. On the Select Projects tab, select an option to filter the projects from which backlog items are returned, based on the feed's application context:
    • No filter

      Select to return items from any project within the feed's application context.

    • Selected projects

      Select this option to return work items from selected projects. Search for projects by name, if necessary.

      You can optionally select the Include sub-projects check box. This does not add sub-projects to the Selected projects list, but work items from sub-projects will be included in the results at runtime.

      In the list of available projects, hover over a project, and then click the Plus sign to add a single project. To add a project and all of its sub-projects to the Selected projects list, hover over the parent project, and then click the check mark (image).

  4. On the Select Owners tab, select an option to filter work items by owner:
    • No filter

      Select to return items owned by any user.

    • Selected groups and users

      Choose to return items owned by a specific set of groups (image) or users (image).

  5. Select the Include secondary owners check box to return items that the selected users own with other users (in addition to items they primarily own). Clear this check box to return only items the selected users are primarily responsible for.
  6. On the Set Criteria tab, click Add to add one or more search filters based on work item fields. Use these guidelines:
    • For each filter, you must specify a field, an operator, and value criteria. The operators and value options that are available to you depend on the selected field type.
    • Multiple criteria use "and" operators. For example, a feed that has these filters:

      Active//Inactive = Active

      Team contains SBM UI Team

      Returns work items that are Active AND the Sprint Team field contains the SBM UI Team.

  7. On the Set Estimates tab, select the fields used to calculate estimates and actual work units. This information is shown on the backlog list and on progress reports in backlog views. For guidance, refer to Working with Estimates and Actuals.
    Tip: If you do not want to calculate work units for your backlog, do not select fields in this area. Progress calculations are based on work item counts in this case.
  8. Also on the Set Estimates tab, select options for tracking user and team work completion rates for the My Work Items and Work by Team progress reports. Select one of these options:
    • Owner field

      Select this option to track completion rates based on ownership throughout the item's backlog life cycle. For example, Laura Engineer worked on an item in the backlog and then assigned it to Hans Tester for verification. The item is included in the completed tally for the My Work Items progress report for Hans and Laura once the item meets the completion criteria defined in the backlog feed.

    • Selected User Fields

      Select this option to track completion rates based on current values in selected User fields. For example, you select a Technician field in the backlog feed. Laura Engineer is selected in that field for a work item, and when the item is completed, it is included in the completed tally for My Work Items for Laura, but not for other users who may have worked on the item, such as a user selected in the Tester field.

  9. Also on the Set Estimates page, choose an option for determining work item completion:
    • Inactive flag

      Select this option to calculate work item completion based on the Active/Inactive field value. This field is used to determine inactive states. Work items in inactive states are calculated as complete when this option is selected.

    • These conditions

      Select this option to create your own criteria for completed work items.

  10. On the Preview Feed tab, review the items that are returned by the feed in a listing report format.
  11. On the Save Feed page, provide a name and description for the feed.
  12. Save your changes.
The backlog feed can now be added to backlog views. If you created the feed while you were editing a backlog view, the feed is automatically added to the view when you save your changes.