Backlog board is represented by Kanban board. Hygger has several specific features that help work with it:
- Different prioritization techniques: Value/Efforts, RICE, ICE, and Weighted Scoring;
- Push Tasks option;
- Priority Matrix.
To create a Backlog board, please, use a quick add menu by clicking + icon near the search bar and choosing Board option.
Then choose Blank > Board Type > Kanban.
After that, please, specify the name of the board and assign it to a project, collection, or both. The primary purpose of backlog board is to collect and prioritize tasks. For your convenience, we have created templates with default columns, of different types and kinds, which can be modified if needed(for example, Product Backlog):
- Backlog- for collection and prioritizing of your ideas, Feature request, feedbacks, and customers' insights;
- Next Up - (simple, In Progress) it means that you will focus on these tasks;
- Specification - (composite, In Progress) when you start researching your ideas - talking to customers, analyzing competitors and gathering requirements, you move a task to Specification column;
- Development - (simple, In Progress) when you are ready to implement a feature and to add it as a task to this column;
- Done - simple, Done.
Backlog Board Task
To start prioritizing your tasks you need to switch on the prioritization. There are Prioritization Settings on the Board Menu (on the right side of the board).
Once you switch it on, you’ll be opened the pop-up with 6 different prioritization techniques:
Then The Eisenhower Matrix, Value/Risk Matrix and Value/Efforts Matrix will be grouped as 2x2 Priority Matrix.
Let’s draw our attention on Value/Efforts Matrix.
Once the prioritization is on, tasks will have specific additional parameters: efforts&value. Comparing efforts&value combination of each task helps you prioritize the tasks better and easier and choose the most important tasks for you.
To evaluate the task choose the Rate option on the right menu of the task and specify estimated efforts and value for the task. These parameters can be changed when necessary.
A task with a set rate (at least one of the parameters is set) has an indicator on it:
Another way to evaluate your task is drag-and-drop task to Priority Matrix.
Priority Matrix is a visual representation of the 2x2 Priority Matrix. Using the matrix you can easily define priority and minor tasks and thus optimize the tasks. Priority Matrix is available for 2x2 Priority Matrix(The Eisenhower Matrix, Value/Risk Matrix and Value/Efforts Matrix). To see the evaluation and the final score of Weighted Scoring, ICE or RICE you need to open the Table view of a board.
To switch from the board to the chart find the Board view button under the board name. The chart screen will be opened above the main screen. Also, you may notice the “View on Priority Matrix” button under the Rate Scale of a task.
Here is the way the Priority Matrix looks like:
Chart screen is divided into 2 parts: the list of the tasks and the chart itself. You can drag the tasks from the list to the chart manually.
You can also add new tasks from the chart view without switching back to the board. The Add Task button is located in the lower left corner of the chart.
To make sure you don't miss any task and leave it unrated, you can use quick filters Not Rated. These will help you keep an eye on all the tasks. Also, you can use it to sort tasks by your evaluation, for example, by Low Effort or Low Value.
There are 2 axes on a chart – Value and Efforts. And 4 quadrants:
- Quick Wins – ideas with really high value and low efforts. These are the low-hanging fruits that should be worked on immediately. The earlier you finish the earlier you will get results.
- Big Bets – ideas with high value and efforts. You may do them in the second place. They will take more working time than Quick Wins but they will bring the same profit. Try to break down these features into smaller, bite-sized tasks and remap them against other features.
- Maybes – these features offer lower value for customers but are easy to implement. They are great fillers which can be slotted in when there are small amounts of downtime, or between larger features. It’s also a great way to ensure continued momentum.
- Time sinks – ideas with low value but significant effort to deliver. Whilst still offering some benefits to the customer these shouldn’t be prioritized at this point in time.
With the help of the filters you can choose to see all tasks or only the tasks belonging to a certain column, quadrants and etc. You can also sort the tasks by applying for the sorting order.
Once you evaluated your task you can return to Board view and keep working on your ideas, Feature Requests, customers’ insight and etc.
Tasks in the column can be sorted by efforts or by value. To sort them choose the Sort by Value or Sort by Efforts options in the column menu.
Click on the three dots menu of the column and choose Sort by… This option helps you to organize tasks on the column, so the most valuable tasks will be on the top.
It’s a one-time operation. Once you click “Sort” the original order won’t be returned.
If you want to edit the Value/Efforts Matrix, you can open the Prioritization Settings.
The settings of the Value/Efforts Matrix
The Value/Efforts Matrix is the most flexible prioritization type in Hygger. You can change the horizontal/ vertical axes on the Priority Matrix, the scale type and Quadrants names.
To change one of the parameters open the Board Menu and click on the Prioritization Settings. There are settings for all Value and Efforts parameters.
As we mentioned below, there are 4 different quadrants on the Priority Matrix: Quick Wins, Big Bets, Time Sinks and Maybes. By clicking on Change you can rename the quadrants as it required by your prioritization techniques. As the example, you can name quadrants as “Focused”, “Zone of Minimum Risk”, “Can Wait”, “To Do” or “Not To Do”.
The horizontal/vertical axes and Scale types
If you are using other 2x2 prioritization methods, for example, Value/Cost, Value/Complexity methods you can rename Value/Efforts axes to the criterion you’d like. The name can consist of 12 symbols max.
Additionally, you are able to change the estimation values for the scoring. You can rate your tasks with 3 scale types, such as:
- 0..100 (set up by default);
- Kind of Fibonacci numbers - 1/2/3/5/8/13/20/40/100;
- T-Shirt Size - S/M/L/XL/XXL;
Once you change the scale type, the previously made evaluation will be reset. The different scale type has a different numerical value (0-100, T-shirt sizes or Fibonacci numbers).
Besides the prioritization settings and Priority Matrix, another backlog-specific feature for a task is a Push option. Push option means that you duplicate tasks into another board and a pushed task and its parent task have links to each other inside.
Push & Push All Tasks options
To help you easily manage your Backlog and quickly send the ideas from the Backlog board directly to other boards, you can try the Push All Tasks or Push option.
There are two ways to push your tasks:
1) by opening task and clicking on its three dots menu or
2) by clicking on the pencil icon of a task. You’ll notice the Push option in the list.
Once you click on the Push option you need to choose board, column where you’d like to push tasks and its position in the list.
Push option allows you to send a task or all tasks from the column to Sprint, Kanban, Timeline or List boards for its implementation with the help of task link. The pushed task is linked to the original one from a Backlog board which shows you its development status.
With the help of tasks link pushed items will be automatically synchronized. Once a pushed task is completed and moved to the Done column, its parent task will be automatically moved to the Done column on a Backlog board.
This connection also works backward. You can link a task from the development board to a task on Backlog.
You can push several tasks to different boards at the same time. For example, you gathered all the requirements and created an Epic or a Story and split it into 10 tasks for a realization. Some of them can be pushed to a Sprint board, the rest - to a Kanban board. After the push, you can see the cross-links in a parent and pushed tasks. It helps you to track the status of the epic/story and their subtasks.
In case if you need to push all tasks from the column, you can Push All Tasks from a certain column to a board where your development is happening, with no need to manually add those tasks. These items will be automatically linked with each other.
You can push all tasks of the column to the existing board or create a new board.