You can create backlog views in the global context (All) or for each application or application group. You are the owner of each backlog view you create, but you can share the view with co-owners, collaborators, and viewers. For details on the responsibilities of users who share a backlog, refer to Sharing a View With Other Users.
To create a backlog view:
- Select All or a pinned application or application group. This determines where the view you create will be available.
- Click Backlogs in the side menu, and then click the Create Backlog button in the content pane.
- Provide a name and description for the view. Users you share the view with can search for it using the information you provide here.
- Select start and end dates for the backlog view. These dates are used to calculate data in progress reports, such as burn up and burn down charts. For guidance, refer to Setting Backlog Time Frames.
-
Add feeds to the view:
- Click New to create a new backlog feed and add it to the view. For details, refer to Creating Backlog Feeds.
- Click Select to add an existing backlog feed to the view.
- Optionally, click the Sharing tab to select users, groups and resource teams to share the view with. For details, refer to Sharing Views.
-
In the
Columns tab, add fields from one or more
applications to display as columns on the backlog view.
- Use the Applications drop-down list to filter by application or to see a list of available system fields.
- Click the filter icon (
) to search for a field by name.
- Use the left and right arrows to add or remove selected fields. You can also remove system fields that are included by default.
- For similar fields that you want to combine into a single column, select each column in the list, and then click Group. For example, you might combine columns if you have multiple Priority fields from separate applications or feeds.
- Click the pencil icon to rename a grouped column (or any column name, as desired). Click the check mark that appears when you are finished editing the name to save your changes.
- Select the entire row for the grouped column, and then click Ungroup to separate combined columns.
- Use the up and down arrows to reorder columns (which will appear from left to right on the backlog view).
- Save your changes.
The backlog view is created and ready for use. To add it as a
favorite, click
Backlogs in the side menu, find the backlog in the list, and then
click the star icon.