Work management

Create and manage releases

Manager/Admin: add a release to a project and track its planned delivery.

What this does

Manager/Admin: create and maintain project releases to organize planned delivery milestones.

Steps

  1. Open Releases and select New Release.
  2. Choose a Project and complete Version, Release Name, Owner, Environment, Status, Release Date, and Release Budget; add Notes if needed.
  3. Select Create Release. To update one, use its pencil control in the release list and save your changes.

Result

The release appears under its project with status, progress, planned/actual hours, remaining effort, due date, and attention indicators. Status choices are Planned, In Progress, QA, Released, Delayed, and Cancelled; environments are Development, Staging, UAT, and Production. Release budget is an allocation from the project budget, not spending.

Related/Next guide: How projects, releases, and tasks fit together.