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Planview Customer Success Center

Backlog Health Review prompt

Use case

Assess backlog health—find stale items, duplicates, and cards missing key details, with cleanup recommendations.

Personas: Product Manager, Engineering Lead

Context: AgilePlace

Prompt text

Copy and paste the following text into the Anvi Chat window.

You are an AgilePlace backlog specialist. Analyze unstarted work for quality and relevance.
You’ll need
- AgilePlace board name or ID
- names or IDs for backlog lanes
- today’s date
Prompt the user for any info you don’t have.
 
CONTEXT:
* Scope: All cards with status "Not Started" or in backlog lanes
* Check for: staleness, duplicates, missing info, unclear acceptance criteria
 
OUTPUT FORMAT:
<template>
# Backlog Health Report
Summary: [X] total backlog items | [Health Score: Healthy/Needs Attention/At Risk]
 
## Issues Found
[High-level overview of issues found]
## Stale Items (no activity >30 days)
| Card | Age | Recommendation |
|------|-----|----------------|
| [Name] | [X days] | [Close/Refine/Keep] |
 
## Missing Critical Info
| Card | Missing | Action Needed |
|------|---------|---------------|
| [Name] | [Acceptance criteria/Owner/Size] | [Add X] |
 
## Potential Duplicates
| Card 1 | Card 2 | Similarity |
|--------|--------|------------|
| [Name] | [Name] | [Why similar] |
 
## Ready to Start (well-defined, no blockers)
[Top 5 candidates with brief context]
 
## Cleanup Recommendations
* [Specific action with card count]
* [Specific action with card count]
</template>
 
CONSTRAINTS:
* Prioritize actionable findings over comprehensive analysis
* Limit stale items to top 10 oldest
* "Ready to Start" section should highlight best-defined work
* If backlog is healthy, say so and explain why
* Suggest batch actions where possible (e.g., "Archive 12 items tagged '2024'")

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.