Define Backlog

You can create your product backlog from the Backlog which can comprise of  User Stories, Defects, Issues and any custom cards you created. You can then push the cards (user stories/defects/issues) from the backlog onto the Kanban Board to work on them.

You can add a card to the Backlog in the following views:
 

Defining a Product Backlog from Backlog View


To define a product backlog, go to Board > Cards > Backlog.



Click the Create button on the Auto-hide toolbar on the left. In the Add card pop-up, enter the card details.



Select the card type by clicking the card type color at the bottom of the pop-up. in the Card Type list, select Backlog in the Select Lane list and enter other attributes like you add card on the Kanban Board.
Cards added to the backlog are listed in the Backlog view, displaying field values like Priority, Current Owner, etc. You can push required card to the backlog by clicking the Add to Board button for the card. You can also:

  • View/Edit Cards by selecting a card and clicking the relevant icons on the toolbar. Alternatively, you can just double-click a card to view the details and make changes.
  • Delete/Bulk Delete cards permanently by selecting a card and clicking the Delete icon. To delete multiple cards, hold down the CTRL key and select multiple cards, and then click the Delete icon.
  • Filter cards by clicking the Filter icon and typing a text in the empty filter text boxes above any columns. For example, type any text in the text box above ‘Title’ to filter all cards containing the text in the title.
  • Sort cards based on any column name by clicking the column header.
  • Export Backlog to MS Excel/CSV file by clicking the Export icon. See Exporting Work Items section to learn more.
  • Import Backlog from MS Excel/CSV file by clicking the Import icon. See Importing Work Items section to learn more.
     

Defining a Backlog on the Backlog Board

SwiftKanban also provides a Backlog board right on the Kanban Board, which simulates a wall board. The Backlog Board is where you can view your backlog in the form of cards. You can view the card details upfront as on the board and decide which cards to push to the board. if you don't have a backlog created from where you can pull cards from, you can immediately create one.
To go to the Backlog Board, click the Backlog Board icon from your Kanban Board. The cards, if added as Backlog from the Backlog view or Card Type List View are shown here. Click the Add to Board icon to push the card to the board, which appears on mouse-over on the card. Card Menu is also available for the cards on mouse-over, enabling collaboration and card-related actions on the Backlog Board. If required, add cards to the Backlog Board by clicking the Add Card icon, which is similar to the Kanban board feature.



You will find other important board features on the Auto-hide toolbar to focus and prioritize cards- Board Filter, Legend, and Card Sizing views.


Organizing Backlog Based on Card Attributes

The Backlog Board can be organized more effectively based on card attributes to help you quickly locate and push cards with specific attribute value. Moreover, the category lanes function resets the attribute value of the card when you move it to another category lane.
To organize your backlog based on card attributes:

  1. In the Backlog Board view, click the Backlog Settings icon on the Auto-hide toolbar.
  2. In the Organize Backlog window, click Enable Organization.
  3. Select the ‘Organize Backlog based on one of the following Card attributes’ option.
  4. Select any card attribute, for example, Priority.
  5. Click Submit.

Considering the above example, the Backlog Board will have separate lanes for Priority values such as Critical, Medium, and so on. The cards matching the Priority value are placed in the applicable category lane. If there are no cards moved to a lane, it will be collapsed. As in Lanes, if you move a card of ‘Medium’ priority to the ‘Critical’ priority lane, the priority of that card is set to ‘Critical’.
If required, you can change the category by selecting the required card attribute in the Organize Backlog window.

Organizing Backlog Based on Custom Categories

The Backlog Board also provides flexibility to organize the board by creating your own backlog category lanes. As the prioritization can keep changing based on the dynamic business need, the categorization may need to change.

To organize your backlog based on custom categories:

  1. In the Backlog Board view, click the Backlog Settings icon on the Auto-hide toolbar.
  2. In the Organize Backlog window, click the Enable Organization button. If you have organized the backlog based on card attribute, you will not see this button.
  3. Select the ‘‘Organize Backlog based on custom categories’ option.
  4. Click Submit. The Backlog lane now shows a Category Lane toolbar on the right corner. If you have changed from card attribute-based Backlog to Custom categories, you will see that all existing lanes show the toolbar.
  5. Click the Add Category lane icon on the toolbar, below which you want the new custom lane. Provide a name and description for the new custom lane.



Expand the lane and move the required cards from the Backlog lane to the new lane. Add a few more custom lanes, as and when required and organize the lanes by clicking the Move Up and Move Down icons. To delete a lane, click the Delete icon on the toolbar for that lane. The lane will be removed and if it has any cards, these will be moved to the ‘None’ lane created.

Adding a card using the Add Card icon, adds a card in the first lane by default. For Backlog organized on Custom Categories, right-click anywhere on a custom lane to add and associate the new card to that lane.

To push cards randomly, reset the Backlog Board to the default setting, by clicking the Disable Organization button in the Organize Backlog window.
To pick up cards in a left to right order, you can drag and drop the cards and resequence them within the lane. The cards resequenced, persists across sessions.

The following shortcut options are available on the Backlog Board:

  • Add Card: Right-click anywhere on the Backlog Board to add a card to the backlog. If you have organized the backlog based on card attributes or custom categories, the card will be added to the lane where you have right-clicked.
  • Archive Multiple cards at a time: Besides, archiving a single card using the Options menu, you can also archive all or selected cards. To archive all cards, right-click and select Archive All. If or category-based backlog, right-click on the required Lane header to archive all cards from that category. To archive selected cards, use CTRL + click to select cards to be archived and then right-click and select Archive Selected option on the shortcut menu. A yellow check mark indicates that the card is selected. To de-select a card, use CTRL + click again and the yellow mark disappears.
  • Move Multiple cards to the Kanban Board: Besides, moving a single card using the Add to Board icon on the card, you can also move all or selected cards to the Kanban Board. To move all cards, right-click and select Move All. If or category-based backlog, right-click on the required Lane header to move all cards from that category. To move selected cards, use CTRL + click to select cards to be moved and then right-click and select Move Selected option on the shortcut menu. A yellow check mark indicates that the card is selected. To de-select a card, use CTRL + click again and the yellow mark disappears.
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