The Planning Workspace
The Planning Workspace is designed for backlog refinement, sprint scoping, and release planning. It brings honesty to future commitments by aggregating individual confidence intervals into a complete project scope range.
Default Workspace Presets
When you select the Planning workspace:
- Status Filter: Automatically selects incomplete status categories (To Do and In Progress).
- Default Sort (Uncertainty): Sorts the backlog descending by absolute uncertainty range (
High - Low). Issues with the widest spread bubble to the top.
Planning Scorecards
At the top of the workspace, two contextual scorecards provide immediate visibility into scope and backlog hygiene:
1. Total Scope Card
Aggregates estimates across all displayed issues in the current query:
- Low Estimate: The best-case scenario if all planned tasks execute smoothly.
- High Estimate: The realistic worst-case commitment ceiling if typical risks materialize.
- Uncertainty %: The relative spread between the Low and High bounds (
(High - Low) / High * 100). Hovering over the percentage opens a detailed breakdown tooltip.
2. Actions Card (Find & Fix)
Scans the displayed issues for unestimated work:
- If all issues have range estimates, displays a green All Estimated banner.
- If issues are missing estimates, displays an alert:
X Issues Unestimated with an interactive Find & Fix button. Clicking Find & Fix instantly filters the table to show only unestimated tickets, allowing you to estimate them inline in minutes.
De-risking Backlogs Prior to Sprint Commitment
The Planning Workspace turns estimation from a passive guessing game into an active risk management tool:
- Identify the Riskiest Work: Because the table sorts by Uncertainty by default, the most volatile tickets appear at the very top.
- Confront the High Bound: For each high-uncertainty ticket, ask: "Is this worst-case acceptable if it happens?"
- Trigger Investigations Before Committing: If a 2-week worst-case is unacceptable for a 1-day task, you may want to schedule a short technical task to investigate the unknowns and narrow the range before committing.
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