Manage default and custom release stages
Release stages denote the status of a release. Each release houses a set of work items that need to be completed and delivered at the end of the release. Based on the progress of items, the release is tracked by stages. Learn more about releases.
Like item status, Zoho Sprints provides default release stages. You can edit these to suit your preference or create new stages to follow your releases better.
There are three default stages to track releases:
Planning: The planning stage can refer to the open stage type where the preliminary groundwork for the release is carried out. This can include finding items that can be included in the release, estimating effort, coming up with timeframes, etc.
Ongoing: The ongoing stage can refer to the in progress stage type where the items in the release are assigned to the respective members and work on those items is underway. This can include release items being worked on, items being completed, adhoc items being included in the release, etc.
Released: The releases stage can refer to the closed stage type where the items in the release are taken to completion and the release is rolled out for customers. This can include all work items are in completed stage or release date is there and those items that are still pending are removed from the release and the rest are rolled out.
Custom release stages
You can create custom release stages to improve your ability to track the release in more precise terms that best reflect your business.
To create a custom release stage:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to Release Stage section under Project Settings.
- Click the +Release Stage button. The create window will appear.
- Select a color to be associated with that status.
- Enter a name for the status.
- Select the relevant status type.
- Every stage must be associated with one of the stage types: Open, In progress, and Close.
- Open: Planning, Requirements gathering, etc.
- In progress: Ongoing, Development in progress, etc.
- Closed: Released, Delivered, etc.
- Select a stage after which the new release must be added.
- Click the Create button. The new stage will be added to the listing page.
- Go to your release module to view and update stages of release.
- You can also update in the release details page.
- You can reorder the sequence of the stages. Click the Reorder icon and rearrange the stages.
Edit release stage
To edit a release stage:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to Release Stage section under Project Settings.
- Click the Edit icon in the required stage. The update window will appear.
- Modify the required details.
- Click the Update button. The changes will be saved.
Delete release stage
To delete a release stage:
- Click the gear icon in the top-right corner to navigate to the Settings page.
- Go to Release Stage section under Project Settings.
- Click the Delete icon in the required stage. A confirmation pop-up will appear with the request to move associated releases to another stage.
- Select another stage and confirm. The stage will be deleted and the releases previously associated with it will be moved.
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