---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Set up a triage board in SAFe

# Set up a triage board in SAFe {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Set up your own triage board by defining filter criteria, and view records that are
important to your team, such as problems, incident tasks, defects, or change requests. For
example, you can create one triage board for defects and another for incidents.

## Before you begin

You must be added to the SAFe team that would be responsible for handling work from this triage board.

Role required: safe_scrum_master

## Procedure

1. Navigate to AllScaled Agile Framework (SAFe)SAFe Board.
2. Select the Backlog tab.
3. Select Triage Board.
4. On the form, fill in the fields:  
   {#safe-setup-triage-board__table_c2q_gqg_xgb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Suitable name for the triage board. |
   | Table | Table from which you want to filter records. |
   | Filter | Filter criteria to be applied on the table for refinement of records. |
   [Table 1. SAFe Triage Definition form]

   {#safe-setup-triage-board__table_c2q_gqg_xgb}  
   Note:  
   When setting up a triage board, do not to remove these default conditions:
   * Active is true: This condition ensures that the tasks on your Triage Board are relevant.
   * Agile story is empty: This condition ensures that the task is not present in some other backlog.
   {#safe-setup-triage-board__ul_gxm_xkm_xgb}
5. Click Submit.  
   A triage definition is created.

## What to do next

1. Select the triage definition.
2. To add a record to the triage definition, click New.
3. To move a record from the triage board to the Backlog tab, click Add to Backlog.
{#safe-setup-triage-board__ol_rfx_wmm_xgb}

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