title: Plan and Manage the Backlog with NIA meta_title: NIA Backlog Planning Workflow for Roadmaps, Reviews, and Prioritization description: Use NIA backlog workflows to create roadmaps, review backlog health, rank work items, and ask strategy questions. slug: backlog-workflow
Backlog Planning
The backlog target helps product teams analyze and organize work in a configured issue tracker. Use it to create a strategic roadmap, review backlog health, rank items, or ask questions about the current backlog context.
Purpose and Use Cases
Backlog planning connects individual work items to broader product decisions. It is useful when you need to:
- Create a roadmap from open issues.
- Check whether the backlog is coherent, balanced, and sustainable.
- Re-rank work items and record the reasons for their order.
- Ask a focused question about roadmap priorities or strategic decisions.
Use create when you need a new strategic backlog and roadmap. Use review for a health check, rank when priorities need adjustment, and ask when you need an answer grounded in the current roadmap.
Prerequisites
Before running a backlog workflow:
- Run NIA from the intended project directory.
- Configure the issue tracker that the selected coding agent will use.
- Configure a supported coding agent and a valid toolchain in the project.
- For
review,rank, andask, make sure.nia/work/backlog/roadmap.mdexists, or make sure the configured issue tracker can provide the backlog context.
Backlog operations do not require an Issue ID, Pull Request ID, or Ticket ID. They use the backlog context and the external issue-tracker access details supplied to the workflow prompt.
How Backlog Planning Works
NIA runs each backlog operation as a configured product-management workflow:
- Select a backlog operation.
- Resolve the configured
product_managerrole, coding agent, and issue-tracker access. - Read the local backlog files required by the operation. When the prompt permits, retrieve the current backlog from the configured issue tracker if a local file is missing.
- Analyze the backlog according to the selected operation.
- Write the required Markdown output to
.nia/work/backlog/.
The workflows are strategic. They create or assess backlog and roadmap documents, but they do not create detailed implementation plans. Use the implementation-planning workflow for technical phase and task planning after product priorities are established.
Operations
Create a roadmap
Use create to analyze open issues and produce a strategic backlog and delivery roadmap. The workflow groups related issues into themes or epics, orders work by priority, records dependencies and risks, and documents a high-level timeline and resource considerations.
nia backlog create
The workflow writes roadmap.md to .nia/work/backlog/.
Refine an existing roadmap with focused instructions by using --edit:
nia backlog create --edit "Update the priorities to reflect the current product strategy"
The edit workflow reads .nia/work/backlog/roadmap.md and writes the refined roadmap to the same location. The command configuration supports --role, --custom-agent, and --edit for this operation.
Review backlog health
Use review to assess the coherence, composition, quality, and sustainability of the backlog and roadmap. The review identifies strengths, improvement areas, and strategic recommendations without creating implementation plans or changing the backlog.
nia backlog review
The workflow reads .nia/work/backlog/roadmap.md when available and writes review.md to .nia/work/backlog/. If the local roadmap is missing, its prompt allows retrieval of the current backlog from the configured issue tracker.
Add instructions when the review needs a specific focus:
nia backlog review --edit "Focus on dependencies and risks"
Rank backlog items
Use rank to prioritize backlog items and document the reasoning behind the ranking. The workflow reads the existing roadmap and backlog context, then produces a prioritized backlog with ranking justification and analysis.
nia backlog rank
The workflow writes ranked_backlog.md to .nia/work/backlog/. Its edit form can update the ranking and any affected roadmap timelines:
nia backlog rank --edit "Re-evaluate items affected by the new release goal"
Ask a backlog question
Use ask to answer a strategic question about the current backlog or roadmap. The workflow checks the backlog context before answering, references relevant items or decisions, and does not rewrite the backlog or roadmap.
nia backlog ask "Which features align with the current release goals?"
The workflow writes answer.md to .nia/work/backlog/. You can also provide a question through the local question.md input supported by the workflow.
The ask operation supports --role and --custom-agent. It does not support --edit in the command configuration.
Configuration
Backlog operations use the following default role and task prompts:
| Operation | Default role | Task prompt | Local output |
|---|---|---|---|
create | product_manager | backlog_create | roadmap.md |
review | product_manager | backlog_review | review.md |
rank | product_manager | backlog_rank | ranked_backlog.md |
ask | product_manager | backlog_ask | answer.md |
You can override the default role with --role or select a configured custom agent with --custom-agent. These options are mutually exclusive. The selected agent and project configuration determine how NIA accesses the issue tracker.
The create, review, and rank operations support --edit. Use the modifier value to describe the refinement you need. The ask operation has no edit modifier.
Workflow Examples
Create and refine a roadmap
Run these commands when you need a new roadmap and then want to adjust it for a specific planning concern:
nia backlog create
nia backlog create --edit "Add risks and dependencies for the next delivery milestone"
The resulting roadmap is stored in .nia/work/backlog/roadmap.md.
Review and rank the backlog
Use this sequence for a backlog health check followed by prioritization:
nia backlog review
nia backlog rank
Inspect the generated review.md and ranked_backlog.md files in .nia/work/backlog/ before sharing the recommendations with the team.
Ask a strategy question
Use a focused question when you need context from the current roadmap:
nia backlog ask "Which backlog items have the strongest strategic alignment?"
Read the answer in .nia/work/backlog/answer.md.
Expected Outcomes
Backlog workflows write Markdown files to the fixed .nia/work/backlog/ directory. The required output depends on the operation:
createproducesroadmap.md.reviewproducesreview.md.rankproducesranked_backlog.md.askproducesanswer.md.
The workflows may use the configured issue tracker when their local context is unavailable, but the source prompts do not define a specific tracker product or guarantee a particular set of issue fields. The generated documents reflect the data and access available to the selected agent.
Limitations and Best Practices
Keep these considerations in mind when using backlog workflows:
- Treat roadmap dates, resource needs, priorities, dependencies, and risks as planning analysis that requires team validation.
- Keep
create,review, andrankfocused on strategic backlog decisions rather than implementation details. - Use
--editto provide concrete refinement instructions instead of relying on an unstated planning method. - Review local output before using it as a planning decision or sharing it externally.
- Keep
.nia/work/backlog/roadmap.mdcurrent soreview,rank, andaskcan use the latest local context. - Configure issue-tracker access before relying on fallback retrieval for a missing local roadmap.
Troubleshooting
A workflow cannot find backlog context
Check whether .nia/work/backlog/roadmap.md exists. If it does not, create a roadmap first:
nia backlog create
If the workflow must retrieve the backlog from an issue tracker, verify the selected agent and the issue-tracker access configuration in the project.
An edit does not reflect the requested change
Repeat the operation with a specific --edit instruction that names the section, priority, dependency, or timeline to change. For example:
nia backlog rank --edit "Move security work ahead of feature work and explain the ranking"