The Story refinement backlog helps product managers capture ideas and prepare stories for future work before assigning them to a team. It's a shared space accessible to everyone in your workspace, ensuring collaboration and visibility across teams.

While anyone can contribute ideas, product managers typically use this space to refine and organize stories to make sure they meet the necessary criteria to move forward to a team's backlog.

Access the Story refinement backlog

In the side menu, click Story refinement.

Story refinement workflow

The Story refinement backlog has a fixed workflow with the following steps. While you cannot customize these steps, they provide a structured approach to preparing stories for assignment.

Workflow steps:

Idea: Use this step to capture initial concepts or rough ideas that need further exploration.
Refinement: Flesh out stories, ensuring they include enough detail to be actionable. Add details like product themes, timeboxes, or feature flags, and collaborate with other to finalize requirements.
Ready for assignment: Queue fully specified stories so they're ready to be assigned to a team backlog. This ensures teams can start work immediately after assignment.
Wont do: Move stories here if they're no longer relevant or have been deprioritized. This helps maintain clarity and avoid clutter in the backlog.

Manage the backlog

The Story refinement backlog provides tools to organize and prepare stories effectively.

Views and layout

The backlog supports two views:

List view: Displays stories in a straightforward list format for quick navigation and management.
Board view: Organizes stories into a Kanban-style workflow, similar to the team backlog board. Refer to the team backlog topic for more details about using board view.

Use the icons in the backlog header to switch between views.

Display timeboxes and product themes

In each view, you can decide whether to display the product themes and timeboxes associated with each item. Whichever view you're in, click the Settings (gear) icon and select or clear the checkboxes for which properties you'd like to display for the items. There are separate controls for list and board view.

Filter the backlog

Focus on specific stories by applying filters to organize and prioritize effectively.

You can filter the backlog to focus on specific stories, helping you organize and prioritize them effectively.

Available filters

Filter	Description
Assignee	Filter by the user the story is assigned to, or 'No assignee'.
Product theme	Filter by selected product themes, or 'No product theme'.
Timebox	Show only the stories that are within the selected timeboxes, or stories with 'No timebox'.

Add new items to the backlog

Add stories directly to workflow steps. New stories are added to the bottom of a step but can be dragged to a new position. You can add new stories to any workflow step, except Won't do.

Manage stories

For more details on managing stories and their properties, see the Stories help guide.

This backlog focuses on planning rather than active work, so the following are not tracked here:

Sizing
Estimated completion dates
Cycle time
Staleness indicators

Assign stories to a team

When a story is ready for development, assign it to a team backlog.

In the Story refinement backlog, click the story to open it.
In the story details side panel, click Add to team backlog.
Search for and select the team.

Once a story is assigned to a team, it's removed from Story refinement and added to the bottom of the 'To do' category of the team's backlog.

If a story is ever unassigned to a team, it becomes available at the bottom of the 'To do' step in Story refinement.