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How to turn an Idea into a Backlog Item

  1. Log in to the HTML5 client.

  2. Select the Ideas Center workspace, Ideas Grid.

  3. Click in the Workflow State Vote cell of the Idea you wish to turn into a Backlog Item to display the pick list, then select the New object option.

    OR

    Click on the Open button available on the right-hand side of the Idea Name to open the Idea Card, then click on the Workflow State Vote to display the pick list and select the New object option.

    Settings

    The New object option is only available if the Default Idea Workflow associated with the Idea Folder or the Idea Type is "Workflow with objects".

    The Default Idea Workflow associated with Idea Folders or Idea Types can be set in the System Data workspace, Ideas tab, Idea Folders sub-tab and/or Idea Types sub-tab.

  4. In the prompted Create and Connect popup, select the Backlog Item object type.

  5. A selector popup is displayed, enabling you to chose the Agile project to which you wish to attach the Backlog Item.

  6. Once the Agile project has been selected, the Backlog Item Card is displayed, with the Connections section activated.

Note

Only Ideas that have previously been set to Submitted can be set to New object.