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Product/Backlog4 min

Backlog: from idea to board

Capture columnless ideas, filter and sort them and move them to the board when ready.

The backlog is for tasks that aren't on any board yet. That's why if you delete a column its tasks aren't lost: they return to the backlog.

When to use the backlog vs. the board?

SituationBacklogBoard
New idea with no date or assigneeYesNo
Task with a defined flow (To Do → In Progress → Done)NoYes
Refine and prioritize without moving flowYesNo
Task already estimated and assigned for this weekNoYes

Create, edit and delete

  • Create: Add task to backlog button → dialog with title (1–200), markdown description (0–2000), priority, assignees, start/due dates and estimated hours. On save it appears at the top of the list.
  • Edit: pencil in the row → same dialog. Changes save instantly.
  • Delete: trash → row disappears and you'll see a Task deleted · Undo toast for 5 seconds. Click Undo to restore; otherwise it's really deleted.

Search, filter and sort

Above the list you have:

ControlWhat it does
SearchFilters by title or description. You can share the filtered link with your team.
Priority filterLow / Medium / High / Urgent
Creator filterWho created the task
Label filterProject labels
Sort byDefault, Priority, Title, Created, Due date, Creator, Assignee: with a button to change order
Clear filtersOnly shows when filters are active

If no result matches you'll see No task matches with a button to clear.

Priority, labels and assignees without opening the task

  • Priority: the colored badge can be clicked and changes instantly.
  • Labels: shown as chips with a colored left border. Managed from the task and filterable above.
  • Assignees: stacked avatars + + button to assign or remove someone.

Descriptions and due dates

  • Each row shows a one-line preview of the description. Click the chevron to expand or use Expand all at the top.
  • You'll see Created by Ana on Sep 12 and if there's a due date, a badge: grey if on time, red with "Overdue" if past.

Move to the board

Move to board button (arrow →) on each row:

  1. A dropdown grouped by board (e.g. Sprint Q3) shows its columns with the color dot.
  2. Pick the column: the task moves there at position 0 and disappears from the backlog.
  3. If the project has no boards, the button is disabled with tooltip No board.

You can also move the other way: from Kanban, Move to backlog returns the task to the backlog.


Tip: Review the backlog every Monday with your team using the Priority: Urgent/High filter and sort by Due date. Promote only the top 5: prioritizing together prevents the board from filling with contextless tasks.

Keep going: understand how project, client, tasks and backlog fit together and, once the task is on the board, see how the Kanban board works.

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