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Version: 24.3

Planning

This article provides an overview of the Planning functionality available in Agility.

Overview

The Backlog page is a flexible, editable grid listing all of the work to be completed in a project or release and scheduled in a sprint or iteration. Here, you can perform all the tasks (including adding, editing, filtering, sorting, categorizing, and prioritizing work items) associated with a project and all of its sub projects.

Sprint or Iteration Scheduling

Working with Defects

Managing Stories Backlog Items

Using the Portfolio Tree

Adding or Creating Defect

Converting Story to Defect

Defect Tracking and Reporting

Editing Defect

Splitting Defect

Viewing Defect Details

Deleting Defect

Using Tasks to Breakdown Stories Backlog Items

Adding or Creating a Story

Closing Story

Deleting Story or Backlog Item

Editing Story

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Moving Story or Backlog Item to Different Project

Recovering Deleted Story or Backlog Item

Splitting Story

Viewing Story Details

Managing Projects or Releases

Managing Sprints or Iterations

Portfolio Item Overview

Adding Blocking Issue to Test Set

Adding Child Portfolio Item in Portfolio Tree

Adding Portfolio Item in Portfolio Tree

Adding a Work Item to a Portfolio Item in the Portfolio Tree

Applying Filters to the Portfolio Tree

Closing Portfolio Item in Portfolio Tree

Generating Parent Portfolio Item for Existing Story

How Portfolio Tree related to Project Tree

Moving and Ranking Portfolio Items in Portfolio Tree Using Drag and Drop

Watching Portfolio Item

What kinds of items can I add to the Portfolio Tree

How to View Portfolio Item Details

Switching to Roadmap Timeline Layout