Customize backlogs and boards (Inheritance process)

Azure DevOps Services | Azure DevOps Server 2022 - Azure DevOps Server 2019

In your project, you currently have two predefined portfolio backlogs: "Features” and “Epics." But, if your project requires more portfolio backlogs, you can create them.

Benefits of portfolio backlogs:

• Organizing work: Portfolio backlogs allow you to organize work based on business initiatives, user scenarios, or other relevant criteria.
• Hierarchical view: By structuring backlogs into portfolios, you gain a hierarchical view of work, which includes items defined in lower-level backlogs (such as user stories, features, or tasks).
• Cross-team visibility: Program managers can track the status of backlog items across multiple teams. They can drill down to ensure that all work is adequately represented.

For more information, see About process customization and inherited processes.

In the following example, we added a third level portfolio backlog labeled Initiatives, which tracks the custom Initiative work item type. We also renamed the product backlog to Stories and Tickets to indicate that we not only track User Stories, but also Customer Tickets on the product backlog.

Supported customizations

Backlogs and boards are essential Agile tools for creating and managing work for a team. The standard backlogs—product, iteration, and portfolio—inherited from the system process are fully customizable. In addition, you can add custom portfolio backlogs for a total of five portfolio backlogs.

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Backlog types

Customization support

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Inherited backlogs

• Add a custom work item type (WIT)

• Add an inherited work item type

• Change the default work item type
• Rename a backlog

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Custom portfolio backlogs

• Add a portfolio backlog that displays custom work item types (WITs)
• Edit or rename a portfolio backlog
• Delete the top-level custom portfolio backlog

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Unsupported customizations:

• Removing an inherited portfolio level:
  • While you can’t directly remove an inherited portfolio level from a product, you have a couple of options:
    • Rename the portfolio level: You can rename the inherited portfolio level to better suit your needs.
    • Disable an inherited WIT: If the inherited portfolio level includes WITs that you don’t want to use, you can disable them. This action prevents teams from creating new work items of those types.
• Inserting a backlog level:
  • You can't insert a new backlog level within the existing set of defined backlogs. The predefined backlog levels are typically fixed (for example, Epics, Features, User Stories, Tasks), and you can’t add custom ones in between.
• Reordering backlog levels:
  • Unfortunately, you can't reorder the backlog levels. They usually follow a predefined hierarchy, and changing their order isn’t supported.
• Adding a WIT to multiple backlog levels:
  • Each WIT can only belong to one backlog level. You can't add a WIT to two different backlog levels simultaneously.
• Creating a custom task backlog level:
  • Although you can't create a custom task-specific backlog level, you can still add custom WITs to the iteration backlog. For example, you could create a custom WIT called "Enhancement" or "Maintenance" and associate it with the iteration backlog.
• Managing bugs:
  • The Bug WIT doesn’t belong to any specific backlog level by default. Instead, each team can decide how they want to manage bugs. You can choose to show bugs on backlogs and boards or handle them separately.

Add a system work item type to a backlog

If you want to track Issues or Impediments or other inherited work item types within a backlog or board, edit the corresponding backlog. The following table lists the available work item types you can add to a backlog.

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Process

Work item types

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Agile

Issue

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Scrum

Impediment

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CMMI

Change Request, Issue, Review, Risk

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Each Edit backlog level dialog automatically includes inherited and custom work item types that aren't assigned to other backlog levels. For example, unassigned Agile work item types are listed under the Other work item types section as shown in the following image

These same work item types, along with any custom work item types, appear in the Edit backlog level dialog of all backlog levels, until they get assigned to a particular backlog level.

Lưu ý

You can't remove the default, inherited work item type from any backlog level, but you can disable the corresponding work item type. For example, you can disable the User Story work item type for the Agile Requirement backlog as long as you have added another work item type to support that backlog.

Fields added to work item types

When you add a WIT to a backlog level, certain fields are automatically added to the WIT definition as hidden fields. These fields don't appear on the work item form but are essential for supporting specific Agile tool features.

Backlog level	Fields added	Description
Portfolio backlog	- Stack rank (Agile, CMMI) - Backlog Priority (Scrum)	The Stack Rank and Backlog Priority fields capture the relative priority of work items as they get reordered on a backlog or board. For more information, see Behind the scenes: the Backlog Priority or Stack Rank field.
Requirement backlog	- Stack Rank, Story Points (Agile) - Stack Rank, Size (CMMI) - Backlog Priority, Effort (Scrum)	The Story Points, Size, and Effort fields capture the relative work required to complete a WIT assigned to the Requirement backlog. This value is used to compute velocity.
Iteration backlog	- Activity, Remaining Work, Stack Rank (Agile) - Discipline, Remaining Work, Stack Rank (CMMI) - Activity, Remaining Work, Backlog Priority (Scrum)	Remaining Work is used in Sprint burndown and capacity charts.

Prerequisites

For guidance on tailoring Azure Boards to align with your specific business requirements, see About configuring and customizing Azure Boards.

Category	Requirements
Permissions	- To create, delete, or edit a process: Member of the Project Collection Administrators group or specific collection-level permissions Create process, Delete process, Edit process, or Delete a field from organization set to Allow. For more information, see Set permissions and access for work tracking, Customize an inherited process. - To update boards: Team Administrator or a member of the Project Administrators group.
Access	- Even if you have Basic or lower access, you can still change a process if someone gives you permissions to do so. - To update and change the type of your existing work items: Member of the project.
Project process model	- Have the Inheritance process model for the project collection containing the project. - If migrating data to Azure DevOps Services, use the Team Foundation Server Database Import Service.
Knowledge	Familiarity with the customization and process models.

Lưu ý

When you customize an inherited process, any projects using that process automatically reflect the customizations. To ensure a smooth transition, we recommend creating a test process and project, which allows you to test your customizations before you implement them organization-wide. For more information, see Create and manage inherited processes.

Add or edit portfolio backlogs

The Agile, Scrum, and CMMI system processes define two default portfolio backlogs, Epics and Features. Each is associated with their corresponding work item types, Epic, and Feature. The Basic process only defines the Epics backlog and Epic work item type. For more information, see About processes and process templates.

You can add a custom WIT or select one that you previously added. Keep in mind that only WITs not associated with another backlog level appear for selection.

Add a portfolio backlog

You can add a portfolio backlog and custom work item type following these steps.

1. Sign in to your organization (https://dev.azure.com/{Your_Organization}).

2. Select Organization settings.

   

3. Select Process.

4. From the Backlog levels page, choose New top level portfolio backlog.

   

5. Name the backlog level, select the backlog level color, and add the work item type to associate with this level, and then select Add.

   

6. If you're associating only one work item type with the backlog, then choose Save to save your changes. Otherwise, you can add more work item types as needed.

   

Edit, rename, or delete a portfolio backlog

From the Backlog levels page, choose the context menu of a portfolio backlog to edit, rename, or delete it.

Deleting a backlog level removes the backlog and board associated with the level for all teams, including customizations made to them. The work items defined with the associated work item types aren't deleted or affected in any way.

Lưu ý

You can't remove the default, inherited work item type from the Epics or Features portfolio backlogs. However, you can disable these work item types and that effectively removes them from the user interface.

Edit or rename the requirement backlog

The Requirement backlog, also referred to as the product backlog, defines the work item types that appear on the product backlog and board. The default work item type for Agile is User Story; for Basic, Issue; for Scrum, Product Backlog Item; and for CMMI, Requirement.

You can rename the backlog, change the color, add work item types, and change the default work item type. Open the Edit backlog dialog from the context menu for the Requirements backlog.

In the following example, we renamed the backlog, added Customer Ticket and Issue, and changed the default type to Customer Ticket. Check those boxes of the work item types to include on the backlog.

Lưu ý

You can't remove the default, inherited work item type from the Requirements backlog. However, you can disable the work item type and that effectively removes it from the user interface.

Edit the iteration backlog

The Iteration backlog, also referred to as the sprint backlogs, defines the work item types that are displayed on the sprint backlogs and Taskboards. The default work item type for all processes is Task.

For the iteration backlog, you can add work item types and change the default work item type. Open the Edit backlog dialog from the context menu for the Iteration backlog.

In the following example, we added the Ticket work item type that is tracked along with tasks.

Lưu ý

You can't remove the default, inherited work item type from the Iteration backlog. However, you can disable the work item type and that effectively removes it from the user interface.

Related articles

• Organize your backlog, work with portfolio backlogs
• Add a custom work item type
• Learn about backlogs, boards, and plans
• Customize a project using an inherited process
• View changes made to an inherited process through the audit log.