Scrum Board & Issue Management – Standard Operating Procedure (SOP)
1. Purpose
This SOP defines standardized practices for managing Product Backlog Items (PBIs), using the Scrum Board, and creating issues in Jira to ensure consistency, clarity, and scalability across Product, Development, QA, and UX teams.
2. Scope
This SOP applies to:
- Product Owner (PO)
- Developers (Frontend, Backend, Mobile)
- QA Engineers
- Designers (UX/UI)
3. Definitions
- PBI (Product Backlog Item): Any unit of work in the backlog (Story, Task, Bug, Improvement, Spike)
- Sprint: A time-boxed iteration where selected PBIs are executed
- Backlog: A prioritized list of PBIs not yet committed to a sprint
4. PBI Creation Guidelines (CRITICAL)
4.1 General Rules for All PBIs
Every PBI must include:
- Title (clear and structured)
- Context / Goal
- Scope
- Acceptance Criteria
- Labels
- Assignee (if known)
4.2 Issue Type Usage (When to Use What)
| Issue Type | When to Use |
|---|---|
| Epic | Large feature grouping multiple PBIs |
| Story | User-facing functionality |
| Task | Technical implementation |
| Bug | Defect or unexpected behavior |
| Improvement | UX/UI or performance enhancement |
| Spike | Research or investigation |
4.3 Story (PBI) Creation – For Product Owner
Used for: User-facing features
Template:
Title: [Feature] User can login
Description:
As a user,
I want to log in,
So that I can access my account
Context:
Explain why this feature is needed
Scope:
- Login screen
- Validation logic
- Error handling
Acceptance Criteria:
- User can enter email/password
- Successful login redirects to dashboard
- Error message shown if credentials are invalid
Labels: frontend, backend
👉 Rules:
- Must describe user value
- Must include clear acceptance criteria
- PO is responsible for creating Stories
4.4 Task Creation – For Developers
Used for: Technical work (non user-facing)
Template:
Title: [API] Create login endpoint
Description:
Context:
Implement backend API for login
Scope:
- Create POST /login
- Validate input
- Return JWT
Technical Notes:
- Use existing auth service
Acceptance Criteria:
- API returns 200 on success
- API returns 401 on failure
Labels: backend, api
👉 Rules:
- Derived from Story or created for internal work
- Must be actionable and specific
4.5 Bug Creation – For QA / Team
Template:
Title: [Bug] App crash during login
Context:
App crashes when user enters incorrect password
Steps to Reproduce:
1. Open app
2. Enter wrong password
3. Submit
Expected Result:
App should show error message
Actual Result:
App crashes
Environment:
iOS / Android / Web
Labels: mobile
👉 Rules:
- Must include reproducible steps
- Must clearly define Expected vs Actual
4.6 Improvement Creation – For UX / PO / Team
Template:
Title: [UX] Low button visibility on Home screen
Context:
Users struggle to notice the primary button
Problem:
Button color lacks contrast
Suggestion:
- Increase contrast
- Use primary color
Impact:
Improve usability and conversion
Acceptance Criteria:
- Button meets accessibility contrast standards
- Clearly visible on all devices
Labels: ux, ui
👉 Rules:
- Focus on improving existing experience
- Must describe problem + impact
4.7 Spike Creation – For Research
Template:
Title: [Spike] Research performance tracking
Goal:
Identify methods to measure screen load time
Scope:
- Evaluate tools
- Compare approaches
Output:
- Recommendation
- Implementation plan
👉 Rules:
- Must produce a clear outcome
- Time-boxed
5. Scrum Board Usage
5.1 Backlog vs Sprint Rule
- Issues in Backlog must NOT be updated
- Only issues in an Active Sprint can change status
5.2 Sprint Flow
Backlog → Sprint Planning → Active Sprint → Review → Close
5.3 Workflow Status
- Backlog
- Selected
- In Progress
- Resolve
- In Review
- Done
5.4 Daily Operations
- Move issue to In Progress when starting
- Move to Resolve when development is done
- Move to In Review for QA/Review
- Move to Done after validation
5.5 WIP Limit
- Max 1–2 issues in progress per person
6. Definition of Done (DoD)
An issue is Done when:
- Code completed
- Code reviewed
- QA passed
- No critical bugs
- Deployed (if required)
7. Backlog Grooming
Performed regularly by PO + team:
- Clarify requirements
- Add acceptance criteria
- Assign labels
- Estimate
8. Sprint Commitment
- Team commits during Sprint Planning
- No new issues added after Sprint starts
- Exception: Critical bugs only
9. GitHub Integration (Optional but Recommended)
- Use Jira Issue ID in branch name
- Example: FE-123-login-api
- Link PR to Jira issue
- Ensure traceability between code and task
10. Roles & Responsibilities
Product Owner (PO)
- Create and prioritize Stories
- Define acceptance criteria
- Ensure backlog readiness
Developers
- Create Tasks
- Update status daily
- Follow workflow
QA
- Create Bugs
- Validate issues
- Ensure quality before Done
UX/Design
- Create Improvements
- Provide UX recommendations
11. Expected Outcomes
- Clear and structured backlog
- Consistent issue creation
- Transparent sprint execution
- Improved collaboration across teams

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