Plan and manage backlog

Typically, you start backlog planning by creating a backlog, adding epics and features, and populating the backlog with work in the form of Dimensions CM requests.

Note: To manage a backlog, you need administrator or backlog owner permissions.

Create a request backlog

As an administrator, you can create a backlog and assign backlog owners. As a backlog owner, you can manage the backlog's content, for example, add, remove, and rank items.

Backlog owners can be changed by an administrator or another owner.

To create a backlog:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
On the toolbar of the Content tab, click New .
Give the backlog a name and, optionally, summarize its purpose.
(Optional) Assign one or more owners:
1. In the Owner section, click Add .
2. In the Search field, enter a string that matches registered PulseUno users.
3. From the search results, click users one by one to select them.
4. Click Select.
Click Save.

Create epic or feature

As a backlog owner, you can add epics and features to a backlog.

To add an epic or feature to a backlog:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
Open the backlog where you want to create an epic or feature. You can search for backlogs by title or ID.
On the toolbar of the Content tab, click New and select Epic or Feature.
Give the epic or feature a title and, optionally, summarize its purpose.
Click Save.
Add additional epics and features as required.
To change the hierarchy, drag and drop epics and features in the backlog.

Add request from the request catalog

You can add existing Dimensions CM requests that originated from inside or outside your team.

To add a request from the request catalog:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
Open the backlog where you want to add a request.
If the right panel is not displayed, in the Content tab, click Hide/show the right-hand panel .
In the right panel, select Request Catalog.

The request catalog displays all the requests in the current Dimensions CM product. A backlog or iteration's label is displayed if the request is already included in one.
Select a request and drag it to a specific place in the backlog hierarchy on the left panel.

Tip: You can search for a request using various criteria, for example, title or ID.

Move objects between backlogs

You can move epics, features, and requests from one backlog to another.

An object can belong to only one backlog. If you move objects to the target backlog, they are removed from the source backlog. When you move a feature, its child requests are also moved.

To move an object:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
Open the backlog to which you want to move an object.
If the right panel is not displayed, in the Content tab, click Hide/show the right-hand panel .
In the right panel, select Backlogs.
Select a backlog or search for one by title or ID.
Select an epic, feature, or request and drag it to a specific place in the backlog hierarchy in the left panel.

Tip: A backlog hierarchy automatically expands when you drag an object over it. You can also move objects from the backlog on the left to the one on the right.

Prioritize and rank requests

In each backlog, requests are displayed in descending order in their parent epic or feature. You can rank and prioritize requests in the structured or flat view.

To rank requests:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
From the backlog list, open the relevant backlog.
In the Content tab, click Flat ranked list to hide epics and features and display the flat view.
Select a request and drag it to a different position in the hierarchy.

Mark request as blocked

If you cannot continue working on a request, you can mark it as blocked.

To block a request:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
Open the backlog containing the request you want to block.
Select the request.
Select Mark Blocked. The request is now labeled as Blocked in the backlog.

Delete epic, feature, or request

You can delete an epic, feature, or request from a backlog.

If you remove an epic that has child features, they are also removed. Any requests contained in an epic or feature are deleted from the backlog and made available to the team.

Note: Removing requests from a backlog in PulseUno doesn't affect Dimensions CM.

To remove objects from a backlog:

On the top navigation bar, select a space from the spaces list.
On the Products page, open the product where you want to create a backlog.
On the sidebar, select Issues > Backlogs.
Open the backlog where you want to delete objects.
Select one or more epics, features, or requests to delete.

You can remove multiple objects only if they are at the same level in the backlog hierarchy. For example, you can select only those requests and features that are at the same level in an epic.
Click Delete.