There are a couple of tactics to break down a complicated piece of work:

  1. Break down the work into your Cards and Tasks.
  2. Organize the work in the order that would make sense to a team that does it.

There are two tools that help you do this in ScrumDo.

  1. The Portfolio Backlog Tool
  2. the Local Planning Tool

The Portfolio Backlog Tool

The Portfolio Backlog Tool allows you to break down work equal to the number of levels in an organization. So if you have a 3-tier organization, you can breakdown work as Epics, Features and User Stories. The advantage in using the Portfolio Backlog Tool is that work which is broken down here is visible throughout that Portfolio. 

Here is an example of a 4-tier organization’s Portfolio Backlog Tool:

The Local Planning Tool 

The Local Planning tool, accessible via the workspace menu, is intended to help organize, categorize and plan work from the local workspace point of view and gives you access to manage ‘Collections’. ‘Collections’ is an organizing mechanism that is available locally to a workspace. Collections are hierarchical. If you are an organization that has more than one team that is collaborating in a portfolio workspace context, then it is encouraged to use collections as hierarchical folders to organize cards, but if you are a single team, then it’s perfectly appropriate to use Collections as a work breakdown tool. 

Associating a Card to a Collection and an Epic at the same time

In this picture below you can see that a card can be organized globally in a portfolio (that would make sense to the organization as a whole) and locally in a workspace (that would make sense to a team).

1. Gives you access to work items at the next higher workspace level (visible across all other workspaces in the portfolio) and

2. Gives you access to the local hierarchy of collections.

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