Manage release board

The release board provides a hassle-free system to monitor all the work items of a release across sprints. Zoho Sprints comes with the ability to manage your release items in a single window easily. The enhanced options like export and advanced filter allows you to organize your data better and extract the data for further use or backup.

Example

Let's assume you are releasing a version update for your software. The update has two releases that include critical issue fixes and new features. The new features release has five sprints with each sprint being a feature. Each sprint has multiple work items. You need to track the progress of work items in all the sprints associated with the new features release. The release board plays a vital role. It provides a column view of all the sprints with their work items aligned below. You can apply filters and view items based on a variety of predefined criteria or build your own criteria to view.

The critical issue fixes work items split across five sprints. When your sprints are in progress, you might have change of plans and need to move your work items to different sprints. You can easily achieve this using the drag-and-drop option on the release board. Simply move items across sprints.

Release board views

There're different views to the items listed on the release board. Click the View dropdown to access them.

Plain view provides a simple view comprising only the item ID, item name, and assignee.
Detail view offers a more comprehensive view displaying the item ID, item name, priority level, estimation points, tags, item status, assignee, and more actions.
Subitem Expand View allows you to include the subitem details in the view.
Sheet view enables you to view your release items on a spreadsheet. Learn more.
The expand and collapse option allows each sprint to be hidden or shown.
Stage settings is for creating custom stages for the releases. Learn more.

Show all sprints option enables you to view all the sprints in the project. Disable it to view only sprints that have associated release items.

Filter items on board

The advanced filter mechanism allows you to easily find what you're looking for. You can apply filters to the work items in the release. There are two types of filters: Quick and Custom filters. Quick filters are the in-built filters that are based on the various attributes of projects. Whereas, custom filters equip you with AND/OR conditions to create your own criteria pattern. You can save the filter criteria and reuse them to avoid the rework. Click here to learn all about filters.

To filter:

Go to the Release module.
Select the required release. The release board will appear.
Click the filter icon at the top.
Select Quick or Custom filter.
Select built-in filter criteria or define your custom criteria.
Apply the filter to view the epics or work items matching that filter criteria.

Add or associate items

You can add new items or associate existing items to the release board.

To add or associate item

Click the (+) icon available in the right-side menu bar.
Click Add Item to add a new item. The creation form will appear.
Click Associate Item to associate an existing item. The Associate Item window will appear. Select items and associate.

The items will be added to the release and will be listed on the release board.

Export release

You can export the release data in an xls or csv file and download it to use outside of the application.

You can apply filters to export select data.
You can access the exported file in Export History.
You can copy data to clipboard and paste it on a spreadsheet for a tabular view.

To export epic:

Go to the Release module.
Select the required release. The release board will appear.
Click the Export icon.
Select Export option. The Export Filter will appear.
Select the required file format.
Define grouping if necessary.
Select the fields that need to be exported.
Specific Recurrence Type to set up scheduled exports.
Enable Header to assign the field names as headers for the columns.
Select the filters that need to be applied or create custom filters.
Click the Apply & Export button. The export will be initiated.
Click the ellipsis icon and select Export History in the projects menu. The exported file will be available in the Completed Export tab.

Completed Export lists the Date, Time, and File Name of your export. View the export details and, if applicable, the recurrence details of the file.
Active Export lists all the files that are active and scheduled for export.