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Backlog

How to use backlog for ideas and non-urgent tasks, then move them into active work at the right time without losing priorities.

The backlog keeps ideas, technical debt, and future tasks outside the daily active flow. The team can capture important signals without crowding the main task list.

Backlog list, search for a future task and new backlog item form

1. What the backlog shows

The screen shows only tasks with the Backlog status. Each card includes title, project, assignee, creation date, customer when present, and the workspace status label. Type and priority icons make bugs, improvements, and technical tasks easier to scan.

Tasks are grouped by project, and subtasks appear as a branch under their parent task, just like in the Projects view on the home screen.

  • When a task moves to the backlog, its unfinished subtasks move with it, except those linked to a workflow.
  • When the task leaves the backlog without being completed, subtasks still in the backlog and not linked to a workflow receive the task's new status.
  • During these transitions, workflow-linked subtasks keep their stage, but subtasks beneath them are still handled according to the same rules.
  • When leaving the backlog, the change stops at any subtask already outside the backlog and not linked to a workflow: that subtask and its branch remain unchanged.

Completing a task follows the usual rules for closing subtasks.

2. Filters

The top row filters backlog items by project and customer. Selecting a project narrows the customer list to customers linked with that project, which is useful when you are grooming one technical branch.

The customer filter shows a whole branch if it contains a task for the selected customer.

3. Adding an item

The + button on the right side of the backlog filter row opens the regular task form in backlog mode. Fill in the title, description, and project. A backlog item is not assigned as active work yet; assignee changes become available after the task moves into a working status.

When the team plans with sprints, backlog tasks can be selected while filling a planned sprint. They stay in the backlog until the sprint starts; at that point, only tasks not linked to a workflow receive the New status. Tasks linked to a workflow keep their stage and status. The full flow is covered in Sprints and Planning.

The Search button searches only backlog tasks and keeps the selected project filter. You can include comments when the useful detail was recorded in a discussion rather than in the task title.

The task form is covered in Create and Edit Tasks. To read task cards and status labels, see Task Card and Status. Project access is configured in Projects, and short planning cycles are covered in Sprints and Planning.

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