Build Your Backlog

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The backlog is the collection of all customer input represented by user stories, any open defects, or defect suites. Typically, the product owner collects, manages, and prioritizes the backlog based on the importance of the request or defect. Those items at the top of the list are usually scheduled into releases and iterations to be worked on by the agile team. Once the item is scheduled into a release or iteration, it is removed from the Backlog page.

If you have Rally Portfolio Manager enabled, user stories are likely the results of portfolio items that have been groomed by product managers and PMOs.

The Backlog page lets you manage your work items with the following actions:

  • Add items (quick add or add with details)
  • Edit the existing items (in-place or full edit mode)
  • Rank your backlog
  • Customize your backlog appearance
  • View the detail page of the selected item
  • Copy a work item
  • Delete a work item

There are several keyboard actions that facilitate your entries:

  • A single click selects a row and displays the row action menu. Multiple selections are listed under the gear icon menu option.
  • Click any editable field on the selected row to go to inline edit mode.
  • Use the tab key to move from one editable field to another. Tabbing on the right-most field brings you to the first field in the next row down.
  • Use Shift+Tab to go to the previous field.
  • Use the Esc key to remove the row selection or cancel an inline edit.

If a parent story contains child stories, the parent story cannot be scheduled and is not displayed in the backlog page. In the case of a story hierarchy, only child stories can be scheduled.

Build your backlog consists of the following topics:

The Backlog page versus the User Story page

The Backlog page is a prioritized list of user stories, defects, and defect suites that have not yet been scheduled into a release or iteration.
The User Stories page is an inventory of all user stories ever created in the current project. These stories can be viewed as a flat list or as a hierarchy. Add or remove columns from your view and apply filters to create custom reports.

Task Which page to use
Prioritization
  • Backlog page for detailed ranking prior to scheduling work
  • Backlog page when you want to rank user stories and defects together
  • User Stories page when you want to rank high-level (parent) stories
  • Create and view reports The robust custom view editor available on the User Stories page makes it easy to create and share reports
    Manage the story hierarchy
  • Child stories can be added on either page
  • User Stories page to gain visibility into full story hierarchies
  • Schedule work The backlog section of the Plan page allows you to easily schedule work into releases and iterations using drag-and-drop

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