📋 Backlog

The *Backlog Module is the heart of the application, where all tasks, change requests (CRs), bugs, and feature ideas are logged, managed, and tracked throughout their lifecycle.

Navigation: Work Items → Backlog

Overview

The Backlog module allows project members to manage all work items under their assigned projects.

It provides a powerful Backlog List view with rich filters, sorting, grouping, and search capabilities — and a Create/Edit interface to log or update detailed task information.

This module is permission-driven: access, visibility, and actions (Create, Edit, Close) depend on Project Member mappings and role privileges.

Details / Purpose

The purpose of this module is to provide a centralized task management workspace where users can track project items from creation to closure — maintaining accountability, visibility, and workflow efficiency.

It helps teams:

  • Maintain a unified view of all project backlogs

  • Prioritize work based on severity, type, and status

  • Collaborate efficiently using permissions, filters, and color-coded masters

  • Monitor reopen counts and overall task health

🔗 Relationship with Other Modules

Module

Purpose / Connection

Project

Each backlog belongs to a specific project.

Task Type

Defines whether an item is a CR, Bug, or To-Do.

Status

Displays workflow progress (e.g., New, InProgress, Resolved, Closed).

Severity

Highlights urgency and impact through color-coded visuals.

Reporter

Identifies who reported or raised the issue.

🗂️ Backlog List View

Overview

The Backlog List View displays all backlog items available to the logged-in user, filtered automatically based on project membership and role-based access.

Each item is visually represented using color codes, icons, and labels defined in the connected master configurations.

🔹 Features

Feature

Description

Color Coding

Uses Text Color, Background Color, and Icon Class from master data (Status, Severity, Task Type).

Reopen Count

Displays how many times the backlog has been reopened, aiding quality and recurrence tracking.

Customizable Columns

Users can select which columns to display, hide, or reorder.

Sorting

Sort by any column (e.g., Created Date, Severity, Status).

Grouping

Group by key columns such as Project, Task Type, or Status for summary-level viewing.

Detailed Filter Panel

Advanced filters covering all related masters — Project, Status, Severity, Reporter, Task Type, Assigned To, etc.

Quick Search

Real-time grid search — typing filters the visible list instantly.

# Search Shortcut

Typing # followed by a task ID (e.g., #1024) filters the specific task immediately on hitting Enter.

Permission-Based Visibility

Only tasks the user is authorized to view (based on project member mapping) are displayed.

Persistent View Settings

User preferences for filters, columns, and sorting are saved for future sessions.

🧭 Example User Flow

  1. User opens the Backlog List page.

  2. The system loads all backlogs linked to projects where the user is a member.

  3. Each backlog row shows severity color, status icon, and reopen count.

  4. The user can filter, search, or group results interactively.

  5. Clicking a row opens the Backlog Edit view for updates.

🖼️ Screenshots

🧾 Backlog Create / Edit Module

Overview

The Create/Edit Backlog interface is where users add or modify work items (CRs, Bugs, To-Dos, etc.). It integrates with all master configurations and applies permission-based controls for each action — Create, Edit, and Close.

🔹 Features

Feature

Description

Master Integration

Connects with Project, Task Type, Severity, Status, and Reporter masters for dynamic dropdowns.

Role-Based Access

Create/Edit/Close permissions controlled by Project Member → Role Privilege mappings.

Parent Task Linking

Option to select a parent backlog item (hierarchical relationship).

Attachments

Upload one or more screenshots or files for visual context.

Comments / Activity Log

Track user discussions and system updates for transparency.

Email Notifications

Triggered automatically via linked Email Template & Email Account.

Auto Reopen Logic

Automatically increments “Reopen Count” when a closed task is reopened.

Audit Trail

Each update records timestamp, user, and change summary.

🧩 Backlog Fields

Field

Description

Project

Project to which this backlog belongs.

Task Type

Defines item category (To-Do / CR / Bug / Nice to Have).

Title

Short title summarizing the issue or request.

Description

Detailed explanation or reproduction steps.

Status

Workflow stage; transitions depend on role privileges.

Severity

Importance or urgency indicator.

Reporter

External or internal individual who raised the issue.

Assigned To

Project member currently responsible for the item.

Parent Task

Optional; links this backlog to another existing item.

Attachments

Screenshots, error logs, or reference files.

Reopen Count

Incremented automatically each time the item reopens.

Created By / On

Automatically populated audit fields.

⚙️ Behaviour Rules:

  • User must have Create permission to add new backlog items.

  • Edit and Close actions require specific role privileges.

  • Status options shown depend on the user’s allowed transitions.

  • Attachments are stored and versioned per update.

🖼️ Screenshots

⚠️ Notes:

  • Backlogs cannot be created outside a project.

  • Permissions are enforced strictly at the Project Member → Role → Privilege level.

  • Email notifications trigger automatically on Create, Edit, and Close events.

  • Attachments are optional but recommended for CRs and Bugs.

  • Reopen count and audit history are system-managed fields and cannot be manually edited.

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