Each product has a Backlog index. It holds every initiative, epic and story in the product. Items from your backlog can be added to a roadmap at any time via the Backlog Items drawer.
Overview
Hierarchy
Objectives
Dependencies
Integration
Resources
The backlog table will include all viable field values. At least one roadmap item will have to have a populated value in order for the field to appear as a column in the index. If no initiatives, epics or stories have populated that field, it will not appear in the column structure.
Initiatives, epics and containers all show in a nested format in the backlog. The backlog will default to highest level items, sorted by most recently updated. Expand the initiative to see the epics, and expand the epic to see the stories beneath.
Typing in the search bar will search the current backlog view for roadmap items matching your search.
The backlog index can be filtered in order to list only roadmap items that match the selected conditions.
Create a New Item
New roadmap items can be created by any editor within the product. A newly created item will automatically assign to the currently selected product. Click on the Product selector in order to switch products, or to switch to the 'All Products' view.
Initiatives, epics, and stories can all be created from within the Backlog. A title is required in order to fully edit the roadmap item.
Edit/View a Roadmap Item
Clicking on any initiative, epic, or story will open the item menu.
In the item toolbar, click on the circle arrow icon to initiate a sync for an integrated item:
Click on the three dots to open up the deletion menu:
Overview
The first tab of the item menu will include Title, Description, Product (uneditable), Start + End Date, Effort, Progress, and Custom Fields.
The hierarchy of a roadmap item is viewable in the overview section.
Epics and stories can be assigned to other parent items from the Hierarchy section.
Scroll further to assign the roadmap item to an Objective. You can assign an item to multiple Objectives. Objectives are created in the Strategy section of ProductPlan.
A dependency can be created between two roadmap items in the overview section. Multiple dependencies can be created for a single item.
Integration
The second tab of the roadmap item will include information related to Integrations.
If utilized, it will display what item this roadmap item is integrated to and include a link to open up the item in the integrated platform.
Resources
The third tab of the roadmap item will include any additional linked resources attached to the item. Resources must include a URL in order to be added.
