V1 Product Planning Step-by-Step
Create Backlog Item
The Backlog item and Defect Planning page provides a flexible, editable
listing of all the available backlog items and defects contained in the
currently selected project and all of its subprojects. New backlog items and
defects can be entered and existing items can be edited, filtered, sorted,
categorized and ordered relative to one another. The Backlog item and Defect
Planning page is used to build the backlog of backlog items for each project and
identify defects to be addressed.
Select Product Planning in the main menu and click Backlog Item and Defects.
Enter backlog item by selecting Add Backlog Item.
Assign appropriate descriptions, estimates, values, priorities, ownership,
and risks to backlog items.
Advanced Search provides the ability to search all text fields in
the following assets: Story, Defect, Request, Issue, Task,
Test, Retrospectives, Project, Iteration, Change Set, and
Member. Advance Search considers all projects and supports
the AND, OR, and NOT boolean operators when searching on
multiple terms. When searching for a specific phrase the
terms should be wrapped in quotes. Results from Advanced
Search are based on the members security. The Search results
page can be bookmarked or e-mailed.
(Optional) Further Define & Organize
Feature groups are functional groupings of backlog items. Feature groups can
be used in filtering throughout the planning and tracking process and can be
used to report on progress and plans from this higher level functional
perspective. The Feature Group Assignment page in Product Planning provides
a location in which to create new feature groups, assign backlog items to
feature groups, and even to organize the feature groups into a hierarchy if
Epic Breakdown allows you to break a single backlog item down into smaller
components that may be spread across projects, releases, teams or sprints.
Breaking down a story, in effect, retires the original epic backlog item in
favor of the newly created child backlog items and allows you to manage the
relationships up and down the epic hierarchy.
epics and feature groups
(Optional) Select the Feature Groups item in the sub-menu to add new
Feature Groups. You can then associate backlog items to the
(Optional) If a backlog item represents an epic that is too large to
be estimated or cannot be completed within an sprint, select Breakdown Epic
in the action menu. Select the Epics item in the sub-menu to view the list
of epics that have already been broken down. Broken down backlog items can
be assigned to different projects, teams or sprints.
(Optional) Rank individual backlog items against each other by moving the
most valuable backlog items to the top of the list via either a drag and
drop or by using the multi-select Rank actions.
(Optional) Display and identify Acceptance Tests for backlog items.
(Optional) Create Defects
Defects allow agile teams to plan and track fixes as separate assets within
the system. Defects are similar to backlog items in that they can be planned
out, estimated, scheduled and tracked within an sprint. Defects and backlog
items will both show up in the same lists if both are scheduled.
(Optional) Define defects to reflect inconsistencies between expected
behavior and actual behavior.
(Optional) Assign and manage defects.
(Optional) Define tasks and tests for defects.
(Optional) Assign defects to themes. feature groups. use cases.
(Optional) Define Goals
The Goals page lists all available goals for the selected project, allows the
user to designate which goals are targeted by the project and provides a view of
the progress of each of the goals within the selected project.
(Optional) Select Product Planning in the main menu. Set project context to
be the level at which goals will be measured.
(Optional) Define the strategic goals and objectives to be targeted by the
(Optional) Associate project work with the goal(s) it supports.
(Optional) Manage Requests
The Request Planning page provides a flexible, editable listing of all the
available requests contained in the currently selected project and all of its
subprojects. New requests can be entered and existing requests can be edited,
filtered, sorted, categorized and ordered relative to one another. The Request
Planning page is used to collect feature requests submitted to the team.
(Optional) Manage Issues
The Issue Tracking page provides a flexible, editable listing of all the
available issues contained in the currently selected project and all of its
subprojects. New issues can be entered and existing issues can be edited,
filtered, sorted, categorized and ordered relative to one another. The Issue
Planning page is used to collect and document high level issues that can or will
impact the ongoing performance and delivery of the team.