Working with release zoho sprints

Working with releases

Create your first big release in Zoho Sprints and deliver quality outcomes ontime. 
Available Plan: Professional
Accessible To: Admin and Manager 
You will be able to carry out the following actions based on your profile permissions. Click the Permission Helper  at the bottom of the page to know your profile permissions.

Create new release

  1. Click Create Release . (If you are creating release for the first time)
  2. Click + in the relevant stage. (If you are adding another release to the project)
    1. A stage denotes the phase or status of your release. Learn more. 
  3. Enter the Release Name and Description .
  4. Choose the Start Date and Release Date
  5. Select the Stage , Owners , Color .
  6. Click Create  to add the release or click Create and Associate to create and associate items to your release.

Add new items to release

Once your release is created, you can start adding new work items to your release. 
  1. Hover over the particular release.
  2. Click   at the bottom right corner of the release card.
  3. Click Create New Items .
  4. Enter the work item details in the work item form.
  5. Click Create .

Associate existing items to release

You can also associate the existing work items from the backlog or sprint to your release. If you have relevant work items to your release plan go ahead and associate them. 

  1. Hover over the particular release.
  2. Click   at the bottom right corner of the release card.
  3. Click  Associate Items .
  4. Choose the Backlog or Sprint from which you want to select the items. If you would like to associate items that are mapped to a particular Epic, you can choose the Epic .
  5. Select the work items.
  6. Click Associate .


You can view the release tagged against each associate work items in your backlog or sprint.

Move or disassociate existing item from release

If you would wish to disassociate particular work items from your release, you can do that anytime. 
  1. Hover over the particular release.
  2. Click   at the bottom right corner of the release card.
  3. Click Move Items .
  4. Select the required work items from the pop-up. 
  5. Move work items to a different release or click Disassociate  to disassociate items from release. 
  6. Click  Move .

Move release across stages

Once you have created a release and associated the work items, you can start moving them across different stage when work progresses.
  1. Drag and drop the release from one stage to the other. 

What is a stage? 
A stage is nothing but a status that you define to your release. Read more on stage. 

Edit release

You can modify your release details anytime.
  1. Hover over the particular release.
  2. Click   at the bottom right corner of the release card.
  3. Click Edit Release .
  4. Modify the release details.
  5. Click Update .

Delete release

  1. Hover over the particular release.
  2. Click   at the bottom right corner of the release card.
  3. Click  Delete Release .
  4. Click Yes, delete in the delete pop-up.

Note: Work items in your release will not be deleted instead all the associated work item will be unmapped from the release. 

Release details

Your release details will display all the work items that are associated from the backlog and other sprints. It is a bird's eye-view of all the items in your release. 
  1. Click   at the top-right corner to add or associate work items from the release details view.
  1. Click  to view the work items in your release that are spread across sprints, stories, tasks, and bugs.
  1. Click   to view the total number of points estimated for this release calculated based on the points against each user in the release. You can search for a particular user in the search bar.

You can also do other release operations:
  1. Edit Release: Click   next to the release name and select Edit Release to update your release details.
  2. Delete Release:  Click   next to the release name and select Delete Release to delete your release. Note:  Work items in your release will not be deleted, instead all the associated work items will be unmapped from the release. 

Filter release

If there are more work items in your release, you can filter based on a specific criteria and fetch the work items from your release.
  1. Click   next to the release name.
  2. Click Filter .
  3. Choose the required criteria and click Apply Filter .
  4. If you'd like to save this filter for future purpose, click  Save Filter , give a name for your filter and hit  Save & Apply .
If you would like to export the filtered list of work items in your release, click Export at the upper-right corner. 

Export release

  1. Click   next to the release name.
  2. Click  Export .
  3. Choose the Format, Recurrence, Occurrence , and other required criteria .
  4. Click Export .

Export history

You can view all the exported files in a particular release in two different ways:

Method 1:
  1. Click the release to navigate to its details page.
  2. Click   next to the release name.
  3. Click  Export .
  4. Select Export History  in the upper-right corner.
  5. View the history of your export.
Method 2:

You can directly click   at the bottom right corner of the release card and select Export History .

Display all sprints in release

A release has work items associated from backlog and across sprints. If you would like to view only the work items in the backlog, you can turn off the Display All Sprints  toggle in the release details page. If you would like to view all the work items associated across sprints, then you can turn on the Display All Sprints toggle. 

Commits and Pull requests

If you are using GitHub, GitLab, or BitBucket and attach commits and pull requests to the work items, you can directly view them in your release details page.
  1. Navigate to Release Details page.
  2. Click  next to the release name.
  3. Select  Commits and Pull Requests .
  4. Choose the third party app -  GitHub GitLab , or  BitBucket
  5. Select  Commits or  Pull Request from the drop-down.

Access privileges for release  

Action
Admin
Manager
Creator  
Owner
Member
Add release





View release





Edit release





Delete release





Associate work items to release





Move work items from release





Add stage





Edit stage





Delete stage





Reorder stage





Update release stage





Export release






Note
  1. Admin can view all the release across projects in the portal. 

  2. Managers can view only the releases in which the sprints they are associated with.  
  3. Minimum duration of a release is  three days .  
  4. Maximum of  14 users  can be added as release owners. 
  5. The  character limit  for your release name is  50 .  



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