Smart project backlog templates are visualizations configured by Visor’s AI based on your specific requirements and objectives.
Visor’s AI only needs a small amount of information to configure your project backlog templates. It gets to work immediately in the background, and configures your project backlog templates in a few minutes or less.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Use real-time data from apps like Jira and Asana in Visor’s project backlog planning templates. Create and share crystal clear, beautiful project backlog views and trackers that stay in sync and up-to-date with your work and task management apps.
Full Range of Customizable Project Backlog Formats
Create project backlog views using Gantt charts, Kanban boards, or other view types, that all stay in sync as your project backlog changes and progresses. Equip your team with different formats for different purposes without extra effort.
Generate fully configured project backlog view and trackers, and other visualizations easily in just a few minutes. Save time and effort so that you have more time to execute.
Project Backlog Management Shaped With Best Practice
Visor’s AI learns from thousands of project backlog views created by other users to generate project backlog visualizations that meet your requirements. The AI also infuses your project backlog views with best practices, and helps you avoid the mistakes and frustration of trial and error.
Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming project backlog configuration, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create new versions of your project backlog views as and when you require.
Keep your stakeholders updated at every step with project backlog views and trackers that update in real-time. Share your project backlog visualizations easily using email invites or reusable sharing links.
Use Visor’s Project Backlog Templates With Existing Data From Your SaaS Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your project backlog views.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Can I use Visor’s project backlog templates for free?
Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.
The features required for your project backlog view are included with Visor’s Free plan.
Can I use data from other apps in Visor’s project backlog templates?
Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use data from your projects (and other data too) in these apps in Visor’s project backlog templates.
The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates. You can even import multiple projects to create project backlog views that incorporate all the teams, projects, or projects in your organization or business unit.
This means you can import project backlog items like tasks, stories, subtasks, bugs, and so on from app like Jira, Asana, Salesforce into Visor, update their status in Visor, and then sync them back into your apps too.
Can I combine my project data from other apps with other data sources in Visor?
Yes, using Visor is a great way to combine and supplement data from your project management apps (such as Jira or Asana) with data from other sources, for example:
Data from CRMs like Salesforce
Data from MarTech apps like Hubspot
Data from CSVs
Data entered directly into Visor
Is Visor primarily a tool for managing project backlogs?
No, although Visor is great for visualizing and managing your project backlogs it has many more valuable applications than this.
Visor is a better way to visualize your projects and portfolios of projects. It is mainly used by people working in apps like Jira and Asana who feel limited by those apps’ native visualization options.
Visor’s two-way integrations with these apps enables people to create beautiful, crystal clear visualizations of their projects that stay in sync with their project management apps. It also has useful features to manage, track, and analyze groups of projects (aka portfolios of projects), making it a powerful but easy to use project portfolio management software for organizations of all sizes.
Can I customize the stages used in the project backlog template?
Yes, you can completely customize the stages, columns, lanes, and groupings used in the project backlog template to fit your own processes.
When I’m using a board view as my project backlog template can I add lanes to improve the organization of my cards (the items on my project backlog)?
Yes, you can add and customize lanes in Visor’s Kanban board view when you’re using it to manage the backlog for your project.
Once the AI has created your project backlog template simply click on the “Lanes” button in the board view and select the field you want to use to define your lanes (such as project, team, strategic goal, priority, effort level, or any other useful criteria).
If the criteria you want to organize your project backlog by does not exist in your data, you can create a custom dropdown field in Visor to add this criteria to your data. Just click the “New field” button, select Dropdown field, and add the field name and options. You can now organize the items in your project backlog using this additional criteria, giving you a much more structured approach and more options to categorize your various user stories and bugs.
Can I use the project backlog template to monitor the progression of work items too?
Yes, you can add additional stages to your project backlog view to track work items that have been moved from the backlog and are actually being worked on. You can even create additional views to track and assess the impact of your work items (such as features or improvements).
What else can I use Visor for besides managing my project backlog?
Visor has a wide range of uses besides managing your project backlog, here are just some of the most popular uses for Visor that we see:
Creating project dashboards to monitor project progress and KPIs
Creating and sharing project plans, Gantt charts, and roadmaps
Sharing project plans and trackers with clients and other external stakeholders
As project portfolio management software (but unlike many other PPM software, Visor is easy to use, flexible, and suitable for organizations of all sizes)
Visor is the best way to visualize, track, share, and analyze your projects and portfolios of projects.
Can I create combined project backlog views that include multiple projects?
Yes, you can add multiple projects into the project backlog template in Visor. These can be viewed in separate project backlog views, or they can be combined into a single project backlog view.
You can also create views that, for example, show a team member all of their tasks across multiple projects, or all the highest priority, or highest effort backlog items across all your projects.
This gives you the ability to get a high-level view across all your projects and take a more strategic approach to how your backlog is organized and manage, which should help you maximize ROI and the optimal utilization of your resources across your organization.
Can I add items into my project backlog from multiple organizations, instances, or different apps?
Yes, in Visor you can import projects and tasks from different organizations, instances, or apps, and view them in the same project backlog view, or separate views, depending on your preference. For example you can import, combine, and visualize data from:
Multiple Jira, Asana, or Salesforce instances in different organizations
Multiple Jira, Asana, or Salesforce instances in the same organization
Jira, Asana, Salesforce and other apps either from one or many teams/organizations
You can also supplement data from all of the above examples with data added directly into Visor itself.
Why is using a Smart Template to create project backlog views better than creating your own plans from scratch or using generic templates?
Smart Templates in Visor are powered by AI, which uses your data, your prompts, and its learnings from thousands of human-created visualizations.
This enables it to produce project backlog views and other visualizations infused with best practices and fully customized to your precise requirements and objectives.
The difference between Smart Templates and regular templates is akin to the difference between wearing a finely tailored, top-of-the-line suit to an ill-fitting, under-sized, off-the-rack shabby suit and trying to make it fit like the professionally tailored version – it’s possible. Still, it will take you lots of time, effort, trial-and-error, and frustration to get there.
Using Smart Templates to create your project backlog view gets you off to the best possible start, saves you hours, and saves you heaps of frustration. It’s a genuine game-changer in your ability to plan and visualize your project backlog and projects.
What other templates are available in Visor?
Visor has a wide range of templates, which you can find in our Templates Library.
Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.
How do I access AI-powered Smart Templates in Visor?
When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button.
You can then pick from a range of popular template categories, or click “Other” to ask the AI to create something different to the available options. You can use the free text box to supply additional information to help the AI create a set of visualizations (or templates) that will best meet your needs.
To access Smart Templates if you already have a Visor account, simply click the New Workbook button within an existing workbook, or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.
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