Add Tasks to Backlog

Add tasks to the Kanban project backlog when you need to start working on them. To open the Add tasks to backlog widget, complete the following steps:

1. Open the required project Kanban board.

   How to open a task board

   • Navigate to SDLC → General Settings → Project Boards, open the required Board form and click the Open board button.

     tip

     Role required: pda_admin.

   • Navigate to SDLC → Projects → All Projects / My Projects, open the required Board form and click the Open board button.

     tip

     Role required: pda_user, pda_admin.

2. To open the widget, click the Add tasks to backlog button located in the right upper corner of the Kanban board. You can return to the board if you click the . Click next to the project title to add the board to Favorites.

Task list

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The list contains all active tasks except for the Subtasks. The tasks are sorted in ascending order according to the Rank. When the tasks' ranks are identical, the system checks their Priority. If the priorities are identical as well, the tasks are sorted according to the creation date: the tasks that were created earlier are located lower in the list.

Example of task sorting

Task	Rank
Defect 1	1
Epic 1 Feature 1 Feature 2	2 2 3
Epic 2 Feature 3	3 1
User story 1	4

To open the task preview modal window, click on the right of its number.

Use the drop-down list in the left upper corner of the page to filter the task list. Avaialble filters:

Filter	Tasks in the list
New project tasks	Active tasks of the current project in the New state.
Tasks without a project	Active tasks in the New state that comply with both of the following criteria: Project field is empty. Product field is empty or filled in with the current project product.
All available tasks	Active tasks in the New state that comply with both of the following criteria: Project field is empty or filled in with the current project. Product field is empty or filled in with the current project product.

tip

If the parent task (for instance, an epic or feature) does not comply with the conditions of the selected filter, and its child task does, then the child task is displayed in the list as a separate task of the upper level.

Add tasks to project backlog

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Consider Available WIP limit when you add tasks to the project backlog. It is the number of tasks that can be added to the backlog without exceeding the WIP limit. This number depends on the WIP limit of the Backlog column or the WIP limit of the area the Backlog column belongs to.

Read more in the Configure Board Elements aticle.

To add a task to the project backlog, complete the following steps:

1. Find the required task in the list. Use the and icons to hide and show the child tasks. If the task has more than 10 subtasks, the Show more / Hide buttons appear when you unfold the list of child tasks. Use these buttons to show and hide the full child task list.

2. Select the checkbox on the left from the task number. When you select the parent task checkbox, the checkboxes of the child taks are selected automatically. You can also select all tasks on the page by selecting the checkbox in the list header.

   note

   You cannot select blocked tasks, as well as Epics and Features that do not have child tasks.

3. Click Move to backlog button located in the right upper corner of the widget. The button becomes active if at least one third-level task is selected.

4. You will see the number of selected third-level tasks in the opened modal window Move tasks to backlog. If you exceed the WIP limit when moving tasks to backlog, a corresponding warning is displayed. Click Cancel to change the task list. Click Confirm to move the selected tasks to the project backlog.

   

   When tasks are moved to the backlog:

   • The state of the selected third-level tasks changes from New to Backlog.
   • The Project field of added tasks of all types is filled in with the current project if it is empty.
   • If Product development checkbox is selected for the project, the Product field is filled in with the current project product for all added tasks.

5. Wait for the moving of taks to be completed.

   

6. Click Close to close the modal window and stay in the Add taks to backlog widget, or click Open board to proceed to the project task board.

Create new task in the Add tasks to backlog widget

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To create a new task in the Add taks to backlog widget, complete the following steps:

1. Select an option to create the task:

   • Click Create task in the header of the widget.
   • Click in the task list on the left from the selection checkbox of an Epic or Feature to create a child task for it.

2. If more than one task type is available in the project, specify the new task type in the opened modal window Select task type. You can only select from the tasks selected for the project.

   note

   If you create a task with the icon, the available task types may be limited because you cannot create a child task with a higher level than its parent's one. For instance, you cannot create a child Epic from a Feature. Read more in the Task Types.

3. Click Go to new task to open the task creation modal window.

4. Fill in the fields of the create task modal window. The values of the following fields are filled in automatically and cannot be changed:

   • Project
   • Product – if the Product development checkbox is selected for the project.
   • Parent task – if you create the task with icon.
   • State – New.

5. Click Save to create a task in the New state. The new task is dispalyed in the list of available tasks if it matches the selected filter criteria.