Prioritization and backlog refinement templates

Clarify work to be done with these templates. Use an impact vs. effort matrix or other activities to prioritize items.

Go to Initial backlog creation template

Initial backlog creation

Used with:

Go to Initial backlog creation template

Free

Go to Product backlog refinement template

Product backlog refinement

Used with:

Go to Product backlog refinement template

Free

Go to Now, next, later planning activity template

Now, next, later planning activity

Used with:

Go to Now, next, later planning activity template

Free

Go to Rank order activity template

Rank order activity

Used with:

Go to Rank order activity template

Free

Go to Impact vs effort matrix activity template

Impact vs effort matrix activity

Used with:

Go to Impact vs effort matrix activity template

Free

Go to Impact effort matrix template

Impact effort matrix

Used with:

Go to Impact effort matrix template

Free

Go to Urgency vs importance matrix activity template

Urgency vs importance matrix activity

Used with:

Go to Urgency vs importance matrix activity template

Free

Go to Idea funnel backlog template

Idea funnel backlog

Used with:

Go to Idea funnel backlog template

Free

Go to Strategic ranking activity template

Strategic ranking activity

Used with:

Go to Strategic ranking activity template

Free

Go to How, now, wow planning activity template

How, now, wow planning activity

Used with:

Go to How, now, wow planning activity template

Free

Go to Bang for the buck template

Bang for the buck

Used with:

Go to Bang for the buck template

Free

Go to Eisenhower matrix for students template

Eisenhower matrix for students

Used with:

Go to Eisenhower matrix for students template

Paid Account


How to use prioritization and backlog templates in Lucid

A product backlog outlines all the tasks required to deliver a product. The backlog helps teams work efficiently by ensuring tasks are prioritized, relevant, and clear. A well-organized backlog can improve release planning, streamline development, prevent scope creep, and facilitate better communication among team members. A product backlog should include new features, changes, bug fixes, infrastructure work, and technical debt. Using prioritization and backlog templates in Lucid allows hybrid, remote, and in-person teams to identify priorities and sequence work while creating a single source of truth.

How to get started:

  • Select a template. Lucid offers templates for both free and paid accounts, which are clearly marked. If you already have a Lucid account, you can simply log in and start editing.

  • Sign up for a Free, Individual, or Team account. If you don’t have a Lucid account, you can quickly sign up with your email address. Verify your email, and you’ll be logged in and ready to use your template.

  • Invite collaborators. Share a link to your document with team members.

  • Print, export, or present your document. In addition to being able to print your Lucid document, you can export it using various file formats. You can also build and export a presentation to Google Slides or Microsoft PowerPoint.

Lucid template features allow you to:

  • Create and edit documents. Drag shapes onto the canvas, resize, and easily connect shapes with lines. Customize colors, line styles, fonts, shapes, and create your own shape libraries.

  • Use advanced features. Link shapes to data from Google Sheets, Excel, or CSV files. Add layers to visualizations for multiple levels within your document. Access the document revision history to see changes over time and revert to a previous version if needed.

  • Collaborate in real time. Invite multiple collaborators to create and edit the same document at once. Give real-time feedback with comments and @mentions. Enable collaborator colors to see who contributed what. 

Get Started

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