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Configuring Backlog Box

Overview

All users, except for collaborators, can configure Backlog Boxes in Workload charts that they have access to unless their access role restricts it.

When you create a new Workload chart, you need to configure its Backlog Box to display tasks that need to be assigned to users on the chart. After you configure the Backlog Box for the first time, you can change the configuration at any time.

Note

At least one of the following must be true for a task to appear in the Backlog Box:

  • A task is not scheduled.

  • A task is unassigned to users. But tasks assigned to users might still appear in the Box if they are also assigned to at least one job role.

Configure a Backlog Box

  1. Navigate to the Workload chart for which you want to configure the Backlog Box.

  2. Click Backlog Box in the upper-right corner.

  3. Click Configure Backlog .

  4. On the pop-up, select a folder, project, or space as a source for the tasks in the Backlog Box and choose whether to include tasks from subfolders and subprojects.

    Note

    If you don’t select any specific source, the Backlog Box will show tasks from all folders, projects, and spaces.

  5. Apply filters, if necessary. The preview window on the pop-up shows what tasks will appear in the Backlog Box based on current filters.

  6. Click Save.

The Backlog Box for the Workload chart is configured, and now you can:

  • Drag tasks and projects from the Backlog Box to the chart to assign them to users.

  • Move tasks from the chart to the Backlog Box.

  • Create new tasks directly from the Backlog Box.

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