Configuring Backlog Box
TL;DR
You can configure a Backlog Box in a Workload chart by choosing its task source and applying filters. Open the chart, click Backlog Box, then the gear icon, select where tasks should come from, adjust filters if needed, and click Save.
Table 23. Availability - Legacy plans
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
All users, except for Collaborators, Contributors, and Viewers, can configure Backlog Boxes in Workload charts that they have access to unless their access role restricts it.
When you create workload, backlog automatically looks at the same source as workload. You can change these settings and apply additional filters 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 either not assigned to anyone at all or is assigned to at least one Job Role, regardless of any other assignees.
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Navigate to the Workload chart 1 for which you want to configure the Backlog Box.
- Click Backlog Box 2 in the upper-right corner.
- Click the gear symbol 3.
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In the pop-up, choose one of two options: use The same project or folder that this workload chart is connected to, or Select Somewhere else to choose a different folder, project, or space as the source for the Backlog box tasks 4. Decide whether to include tasks from subfolders and subprojects 5.
Note
If you don’t select any specific source, the Backlog Box will display tasks from all folders, projects, and spaces.
- Apply filters 6, if necessary. The preview window on the pop-up shows which tasks will appear in the Backlog Box based on current filters.
- Click Save 7.
The Backlog Box for the Workload chart is configured, and now you can: