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Backlog Box in Workload Charts

Table 20. Availability

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Overview

Backlog Box is an essential part of Workload charts. It contains tasks that need to be allocated to users. Each Workload chart has its own Backlog Box that you can reconfigure at any time.

You can use Backlog Box to define the scope of future workload for your team members. For example:

  • If you use request forms, build a Backlog Box based on a folder, project, or space containing your team’s incoming requests.

  • When launching a new project, you can duplicate a template and use that newly created project as the source for your Backlog Box, from which to allocate tasks to your team members.

Note

At least one of the following must be true for a task to appear in the Backlog Box:

  • A task is not scheduled.

  • A task is unassigned to users (but it might be assigned to a job role).

This page is an overview of the Backlog Box feature, which is a part of Workload charts. To learn about Workload charts, please visit the Workload Charts in Wrike page.

Backlog Box display options

There are two ways you can display the Backlog Box:

  1. Vertically

    1. The box appears on the right side of the view.

    2. The vertical Backlog Box contains tasks that are either unassigned to users or unscheduled.

    3. Tasks are automatically grouped according to their dates.

  2. Horizontally

    1. The box appears at the bottom of the view.

    2. The horizontal Backlog Box only displays tasks that are both scheduled and unassigned to users.

    3. Tasks are automatically grouped according to the job role that they’re assigned to and the project that they’re in.

Note

Both vertical and horizontal Backlog Box views automatically calculate the number of tasks in the Box and display it next to the Box title. Task count across the two views might be different because the horizontal Box doesn’t display unscheduled tasks.

To switch between a vertical and horizontal view of the Backlog Box, click the icon Workload_Charts_-_Backlog_Box_Icon.png at the top of the Box.

Tip

For tasks that are assigned to a job role and have allocated effort, use the horizontal view of the Backlog Box to see the effort on the grid before assigning the tasks to users.

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