Problem Filters & Backlog Hygiene
Maintaining a predictable project requires catching missing estimates, scope drift, and over-allocation before they compromise delivery. Dual Point Estimation provides four diagnostic Problem Filters directly above the WBS table.
The Four Problem Filters
| Filter | Priority | Trigger Condition | Recommended Action |
|---|
| Unestimated | Highest | issue.estimate is undefined | Enter Low and High estimates or use Quick Set to clear. |
| Exceeding High | High | Total Logged > High Estimate | Investigate unforeseen blockers or adjust the scope. |
| Approaching High | Medium | Logged > 90% High and <= High | Proactively check in at standup; verify whether help is needed. |
| Subtasks Estimate Too High | Medium | Subtasks Low > Parent Low OR Subtasks High > Parent High | Align parent estimate to subtasks using the Subtask Total button, or trim subtasks. |
Priority Evaluation
In the WBS table, an issue may exhibit multiple potential issues simultaneously. Dual Point Estimation evaluates problem status in strict priority order:
- Completed Check: If an issue is marked Done, problem checks are bypassed (completed issues are evaluated for retrospective variance rather than backlog risk).
- Unestimated Check: If the ticket lacks an estimate, it is tagged
Unestimated. - Exceeded Check: If total logged work exceeds the High estimate, it is tagged
Exceeding High. - Approaching Check: If logged work has crossed 90% of the High estimate, it is tagged
Approaching High. - Subtask Consistency Check: If subtask sums exceed parent bounds, it is tagged
Subtasks Estimate Too High.
Backlog Hygiene Routines
1. Sprint Refinement
- Open the Planning Workspace.
- Toggle the Unestimated problem filter (or click Find & Fix on the scorecard).
- Ensure every user story, bug, and task has an estimate before commitment.
- Toggle Subtasks Estimate Too High to ensure subtask breakdowns haven't blown past parent budgets.
2. In-Sprint Monitoring
- Open the Tracking Workspace.
- Click View Issues next to Issues At Risk to see tasks nearing their ceiling (
Approaching High). - Intervene before the high estimate is breached.
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