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Launch

1.Launch.mov

Use the VisualBacklog link in the project navigation to launch it.

Navigate

Pan

Using the mouse:

  • Click on the background pane and drag to pan

  • Scroll to pan up and down

  • Scroll+ Shift to pan left and right

  • Scroll + Alt/Option to pan up and down

Using the trackpad:

  • Click on the background pane and drag to pan

  • Use your two fingers to pan

Drag

Click and hold on and issue/project node then drag it to move it around.

Zoom

Mouse

Hold down Control and scroll up / down to zoom in/out

Trackpad

Hold down Control and scroll up / down using you too fingers

Focus

node-focus.mov

Hold Alt/Option and click on a board, project or issue to focus on it.

Hold down Alt/Option and click on a the background pane to zoom out.

Load / Filter data

Load

source.mov

Use the source dropwdown Data source option to select the source data of VisualBacklog, you can choose from a list of:

  1. Project: fetches the current project’s issues in addition to their external dependencies/dependents (if External issues option is selected in the project project-dowpdown.png filter).

  2. Board: uses the corresponding board’s JQL filter to fetch issues and their external dependencies/dependents (if External issues option is selected in the project project-dowpdown.png filter).

Filter

filters.mov

Use the data filters on the top of VisualBacklog to filter the issues/projects you would like to work on.

search.mov

Use the Search bar to locate issue, projects, boards and prioritisation tracks on the graph. Use the esc keyboard key to zoom out of the selected node.

Plan

Link / Unlink Issues

Link-Unlink.mov

To link issues, click on the source port (right port in a Horizontal layout) of one issue, drag and drop it on a target port of another issue. This create a draft edge that you can use to select the type of relationship between them.

To unlink issues, click on the x button on the right of label of the link type.

View/Edit Issues

View-Edit.mov

Double clicking an issue node opens the native issue dialog, thanks you can take a closer look at the issue details. You can also use the same dialog for editing it.

Create issues

Create.mov

Issues can be created using:

  1. The create child issue button create-child-issue-button.png on the epic node tool bar. This will create a child issue of the given epic.

  2. The create issue button create-issue-button.png on the project node tool bar.

  3. The create issue button create-issue-button.png on the left of the search bar.

Prioritise

Prioritisation tracks

Toggle-Prioritisation-Tracks.mov

  1. Use the issue link dropdown Screenshot 2024-06-25 at 17.01.05.png to filter out issue links that do not correspond to a dependency relationship e.g. duplicates or clones and keep only those that do e.g. blocks

  2. Enable the prioritisation tracks option toggle-prioritisation-tracks.png located in the Layout Configuration panel on the right of VisualBacklog’s screen.

Voilà! VisualBacklog groups the issues on the board into prioritisation tracks that are numbered and ordered by the ascending order of priority.

Bottlenecks

Toggle-Bottlenecks.mov

  1. Use the issue link dropdown Screenshot 2024-06-25 at 17.01.05.png to filter out issue links that do not correspond to a dependency relationship e.g. duplicates or clones and keep only those that do e.g. blocks.

  2. OPTIONAL enable the prioritisation tracks.

  3. Enable the bottlenecks option toggle-bottlenecks.png located in the Layout Configuration panel on the right of VisualBacklog’s screen.

There you go! bottlenecks are highlighted while non bottlenecks are faded. A bottleneck is a not-done issue that is also a dependency of another issue located on a forward prioritisation tracks.

Thanks to the prioritisation tracks and the bottlenecks options, prioritising work becomes easier. when both options are enabled, non faded issues on the left most track are the issues that must be prioritised first before moving to the next track and so on.

Compact mode

Toggle-Compact-Mode.mov

This option comes handy when working on a large graph of issues. It shortens the distance between the issues to fit more of them on the screen. This helps understand the dependencies at a quick glance without the need to zoom/pan.

Please note that you cant edit the issue link labels when compact mode is enabled.

And More…

Checkout our comprehensive guide to learn more.

 Old Quick Start

Customise

Use the Layout Controls on the left of the Search Bar to customise the graph’s:

Save / Reset

image-20240407-040150.png

Save the Data Filters and Layout Configuration using the Save / Reset buttons

on the top right corner of the viewport.

Prioritise

Visual Backlog groups the issue graph into layers of issues sorted by priority from the highest to the lowest.

Horizontal Layout

vb-layout-columns.png

  1. Set the Layout Direction to Horizontal using the Layout Direction Button

  2. Filter out issues without epics (issues without epics are always drawn on the first layer anyway)

  3. Filter out issue links that are not dependencies and keep only the ones that represent real dependencies between issues e.g: filter out relates link and select blocks link

  4. Prioritise! assign priority to your issues or schedule them for un upcoming sprint. Issues will be grouped into columns ordered from the left to the right by descending priority.

    1. double click an issue to open issue modal

    2. edit the relevant fields e.g. sprint, priority

    3. close the modal (Visual Backlog picks up the changes on modal closing)

Vertical Layout

vb-layout-rows.png

  1. Set the Layout Direction to Vertical using the Layout Direction Button

  2. Filter out issues without epics (issues without epics are always drawn on the first layer anyway)

  3. Filter out issue links that are not dependencies and keep only the ones that represent real dependencies between issues e.g: filter out relates link and select blocks link

  4. Prioritise! assign priority to your issues or schedule them for un upcoming sprint. Issues will be grouped into rows ordered from the top to the bottom by descending priority.

    1. double click an issue to open issue modal

    2. edit the relevant fields e.g. sprint, priority

    3. close the modal (Visual Backlog picks up the changes on modal closing)

Drag and drop

vb-create-issue-link.mov

Create issue links with Visual Backlog by following those simple steps

  1. Identify the issues to be linked: in this example, we want a blocks link from GIBRAL-27 to GIBRAL-29

  2. If the issues are far from each other, do not hesitate to reposition them close to each other. Don’t worry about the layout, Visual Backlog will take care of fixing that

  3. Drag and Drop a connection from the right port of GIBRAL-27 to the left port of GIBRAL-29

  4. Select an issue link from the drop down, in this case it is a blocks link

  5. Voilà! Visual Backlog will refresh the data and reposition the issues to reflect the new state.

Issue modal

vb-create-issue-link-modal.mov

Alternatively, you can use the issue modal and edit issue links as you would do in Jira. Double click on of the issues and edit the issue links accordingly.

vb-edit-issue-link.mov

Issue links can be edited by editing the dropdown of that particular link.

Alternatively, they can be edited using the issue modal. See above.

vb-delete-issue-link.mov

You can delete an issue link by clicking on the X label on the right of the link value you want to delete.

Alternatively, you can also use the issue modal.See above.

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