Using the Backlog Manager

Note: The Backlog Manager is only available in version 10.1 and later.

The Backlog Manager allows project managers to view their backlog in TDNext, organize it with an intuitive drag-and-drop interface within their browser, and pull groups of items from the backlog into sprints. Both the backlog and individual sprints will be represented as cardwalls on one or more projects in TeamDynamix. The Backlog Manager also allows assigning resources to cards with a drag-and-drop interface.

Getting Started

The Backlog Manager is available to anyone who can access the Projects/Workspaces application. To access the Backlog Manager, access TDNext and go to Projects/Workspaces. From the left navigation menu, click Backlog Manager.

In the Backlog Manager, click  Add Card Wall or the bold text Add an existing Card Wall in the banner box.

In the Add Card Walls to Backlog window, select the card wall(s) that you want to include in your backlog or sprint. You can use the Search to filter by project name or plan name. When you've selected the ones you want, click Add.

The card walls you selected will load. After you arrange the card walls in the order that you want, you can bookmark the page to automatically load that set of card walls next time you use the Backlog Manager.

Working With Card Walls

This section describes how to work with and understand the Card Walls in the Backlog Manager. The card wall will display as shown in the screenshot below. 

  1. The name of the project. Click to open the project in a new tab. 
  2. The name of the card wall. Click to open the card wall in a new tab. 
  3. Click the X to remove this card wall from the Backlog Manager
  4. The number of cards in this card wall
  5. Click anywhere in the title bar to collapse the card wall. Drag anywhere in this area to rearrange the order of the card walls. 
  6. The top right will show the estimated hours and total story points for cards in this card wall. 
  7. Click the arrow to collapse one of the lists in the card wall. 
  8. The name of a list in the card wall. 
  9. Click the + to add a card to this list or convert a ticket to a card. 
  10. The number of cards in the list. 
  11. Click in the whitespace to drag lists and rearrange them within a card wall. A list cannot move to another card wall. 
  12. This area will show the cards in this list, or say "Drop cards here to assign them to this list." Cards at the top of the list in the card wall will display at the top in Backlog Manager. 

Working With Cards

Each list in the card wall can include 0 or more cards, which will display as follows: 

  1. The card's Color. 
  2. The card's Priority
  3. The Subtask indicator. Clicking this will open the card to the Subtasks tab. 
  4. The card's Title. Clicking this will open the card to the Details tab. 
  5. The card's Tags. 
  6. The responsible resource(s).
  7. The card's estimated hours. 
  8. The card's Percent Complete. 
  9. The card's Story Points. 

Cards can be moved around the backlog manager by dragging them between lists, either within the same card wall or across multiple. You can also move them using the arrow buttons at the top of the page. 

Resources Sidebar

The Resources Sidebar allows you to view available resources and assign them to cards as needed. Each resource tile in the sidebar includes the resource's total assigned cards, estimated hours, and story points. Click the Calendar icon to view the resource's schedule report. 

Once open, you can click on a card to highlight its resources or click on a resource to highlight their cards. You can also drag a resource tile onto a card to assign the resource, according to the assignment options at the top of the sidebar. 

The Resources sidebar is also available when viewing a card wall. 

Totals Sidebar

The totals sidebar summarizes the totals for each card wall in the Backlog Manager. This sidebar is also included in the card wall view, where it summarizes by list. The sidebar only includes cards in active lists.

VIDEO - Using the Backlog Manager

The video below demonstrates the Backlog Manager. In it, you will learn: 

  • How to set up the Backlog Manager
  • How to use the Backlog Manager
    • Build and maintain sprints and backlogs
    • Assign and manage resources
    • Understand workloads in each card wall

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Details

Article ID: 49204
Created
Tue 2/27/18 12:57 PM
Modified
Thu 6/25/20 3:46 PM