Create and manage release | Zoho Sprints Help

Create and manage release

Releases enable you to plan, supervise, and deliver on the work items efficiently. Creating and managing your release is made simple and effective in Zoho Sprints.

Create release

To create release:
  1. Open the required project.
  2. Go to the Release module. 

  3. Click the +Release button. The creation form for release will appear.
  4. Enter release name and goal. (Release name can have up to 50 characters.)
  5. Select the release owner. Find users by user type, profile, or role.
  6. Select a color to identify or denote that release.
  7. Select start and end dates.
  8. Select the release stage. Default stages include Planning (all releases have to start from this stage), Ongoing, and Released. You can also create custom stages. Learn more.
  9. Click Create to create the release. Or, click Create & Associate to create the release and associate work items.
Note: You can customize this creation form by introducing custom fields to capture details specific to your requirement. Learn more.

Alternatively, click the (+) icon in a stage to create a new release in that particular stage. For instance, if you need to add a new release under Planning stage, click the (+) icon available near the stage name.

You can also use the global add button to add epic from across the application.

Associate release

Associate releases with items and sprints to track and manage them under the respective releases.

You can associate release with items:
  1. The item creation form includes the Release field where you can select the relevant release to which the item will be added.
  2. The bulk actions that appear in the backlog allows you to add multiple items to a release.
    1. Select the required items in the backlog.
    2. Click the Update button.
    3. Select Release from the dropdown menu.
    4. Enter the release name to search.
    5. Select the required release. 

    6. Click the Update button. The items will be added to the release. You can view the release tagged in each associated work item in your backlog or sprint.
You can associate release with sprints:
  1. The sprint creation form includes the Release field where you can select the relevant release to which the sprint will be added. Learn more

Edit release

To edit a release:
  1. Go to Release module.
  2. Click the ellipsis icon in the required release.
  3. Select the Edit option. The release details page will appear.
  4. Make changes to the details.
  5. Click the Update button. The changes will be saved.

Delete release

To delete an epic:
  1. Go to Release module.
  2. Click the ellipsis icon in the required release.
  3. Select the Delete option. A confirmation pop-up will appear.
  4. Click the Delete button. The release will be deleted.
Alternatively,
  1. Go to Release module.
  2. Select the required release. The release board will appear.
  3. Click the Delete icon on the right-side bar. A confirmation pop-up will appear.
  4. Click the Delete button. The release will be deleted.
Notes
All the work items in the release will be dissociated from the release.

Move release across stages

The simple drag-and-drop interface enables you to move your release across stages. To move a release, drag and drop the release to the next stage to update the release status easily.

You can create custom stages in Settings. Click Customize dropdown at the top in the release module and select Stage Settings to navigate to the Release Stages section. Learn more.

Create chat group

A chat group allows you to have quick, closed group conversations about the release. Learn more.

To create chat group:
  1. Go to Release module.
  2. Click the ellipsis icon in the required release.
  3. Select the Start a group chat option. The creation window will appear.
  4. Enter group name and add participants. Use this group to have discussions. 
Note:
Notes
  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.

 

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