Ghanesh RS
Freshworks · Freshrelease

Backlog and Sprints: sprint planning on one screen

Teams planned across two pages and lost context every time they switched. I designed one three-pane workspace for epics, backlog and sprints.

Backlog and Sprints: sprint planning on one screen
RoleLead and sole designer
ScopeDiscovery, research, design, testing
Duration3 months
PlatformWeb
700customers in 3 months
2 → 1pages for sprint planning
#3Product of the Day
98%user satisfaction
Context

The planning core of an agile tool.

Freshrelease is Freshworks' agile project management product. Backlog and sprints is where teams decide what to build next, so if it is slow or confusing, everything after it suffers. I was the lead and sole designer, from discovery to testing.

Business goal

Get Freshrelease to product-market fit.

Product goal

Help teams ship quality software faster.

Feature goal

List top to-dos, break them into tasks, and prioritize them, easily.

Who plans here

Product managersEngineering managersDevelopersTestersDeployment engineers
Where we started

Two pages, one long list.

We first tracked work as a plain list inside Freshdesk. You couldn't prioritize, so the team moved to Jira. Version one of Freshrelease split planning into a backlog page and a sprint planning page.

Before: a flat ticket list in Freshdesk. No ranking, so the team switched to Jira.
Before: a flat ticket list in Freshdesk. No ranking, so the team switched to Jira.
Version 1: a backlog list sorted by priority or date. No drag and drop.
Version 1: a backlog list sorted by priority or date. No drag and drop.
Group by epic, because teams needed the epic to split big items into stories.
Group by epic, because teams needed the epic to split big items into stories.
A separate sprint planning page: drag backlog items into sprint buckets.
A separate sprint planning page: drag backlog items into sprint buckets.
What we saw

Prioritization happens in the room.

We sat in on real sprint planning sessions. PMs and engineers re-ranked the backlog live, while planning.

Our assumption was wrong. We thought PMs groomed the backlog ahead of time and the team just pulled from it. In reality, people kept jumping between the backlog page and the sprint page. A huge list was hard to rank, and they lost the epic context every time they switched. Two pages could not work. It had to be one.

We added a Rank Backlog mode, but ranking a long, paginated list was still slow.
We added a Rank Backlog mode, but ranking a long, paginated list was still slow.
So people switched back and forth between the backlog and sprint pages during planning.
So people switched back and forth between the backlog and sprint pages during planning.
The bar

What one screen had to do.

I studied Jira, Targetprocess, VersionOne, Zoho Sprints, Scrumpy and others, then listed what a single planning screen had to support.

Create, edit, delete epics, backlog and sprintsCounts for eachEpic context while planningSearchFilters and saved filtersQuick assign and deleteMove to top or bottomMove across sprintsStart a sprintSprint progress
The solution

Epics, backlog and sprints on one screen.

A three-pane layout that reads like a flowchart, from big items to small: epics on the left, the backlog in the middle, sprints on the right. Pick an epic and both lists filter to it. Drag to rank, then drag into a sprint.

The structure: three panes, with the epic pane on demand.
The structure: three panes, with the epic pane on demand.
Shipped: Epics, Backlog and Sprints in one workspace.
Shipped: Epics, Backlog and Sprints in one workspace.

The planning flow it supports

1Create epics
2Break them into backlog items
3Rank the backlog
4Create a sprint
5Drag items into the sprint
6Rank inside the sprint
Key decisions

Hard calls, and why.

Cards instead of a table

Backlog items became compact cards carrying the same fields as the old table.

Why: Cards fit three panes side by side and are easier to drag.

Infinite list instead of pages

The backlog loads as one long list, fetched in chunks as you scroll.

Why: You can't drag an item to the top of a list split across pages, and people could scan the whole backlog without clicking through.

Epic tags on every item

Each backlog card shows its epic, even when no epic is selected.

Why: Teams kept the epic context while moving items from the full backlog into sprints.

No dropping items onto epics

Items move between backlog and sprints, not into epics.

Why: Dropping on an epic raised questions we could not answer cleanly: where does it rank, and why does it stay in the backlog?
Iteration

Epic picker: dropdown or panel?

First we tried epics as a dropdown to save space. It hid the epic list, which was the context people needed most. We moved to an epic pane you open when you need it.

Iteration 1: epics in a dropdown. Saves space, hides context.
Iteration 1: epics in a dropdown. Saves space, hides context.
Shipped: an epic pane on demand.
Shipped: an epic pane on demand.
Built for scale

Thousands of items, no lag.

  • Smooth drag and drop across thousands of backlog items built up over months.
  • Lazy loading so the page renders and scrolls fast without crashing.
  • Hover actions for quick assign, move to top or bottom, and move to sprint, so long drags are rarely needed.
Outcome

700 customers in the first 3 months.

700customers in 3 months
1 screeninstead of two for planning
#3Product of the Day, Product Hunt
98%user satisfaction, FinancesOnline
  • Ranking went up. Teams ranked more often, measured by calls to the ranking service.
  • Planning with context. Teams planned sprints without losing the epic.
  • Customers loved it. In validation sessions, they called out the interface and the interactions.
Product Hunt: #3 Product of the Day.
Product Hunt: #3 Product of the Day.
FinancesOnline: 98% user satisfaction.
FinancesOnline: 98% user satisfaction.

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Next

What I'd add.

Reorder epicsBulk move to sprintsMove across sprints fasterBulk editDrop into epics, done right