Plan a release

Push items from the product backlog to a release backlog. You can either plan features to a release, and drag their backlog items along with them, or plan individual backlog items.

Release planning prerequisite

Set up and configure a new release. For details, see Configure releases.

Plan features to a release

When you are ready to work on a feature, assign it to a release.

  1. Open the Product Backlog > Features page.

  2. Either drag features to a release bucket, or select the features and click Planning.

    If you have many releases, click the link at the top of the planning pane (for example 46/52 Releases). Enter text in the search bar to filter the releases listed, and select the releases you want to display in the planning pane.

    Note: Items that are filtered out can still be selected in the background. The filter only affects the items displayed, and does not affect any selections.

You can also assign features to releases in the Feature Board, if you select the Release field for swim lanes.

For details on prioritizing features, see Plan and track features.

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Plan backlog items to a release

When you assign a feature to a release, the Feature Planning dialog box opens, allowing you to specify which of the feature's backlog items will be assigned to the release along with the feature.

Note: Only backlog items that are currently open will be assigned to the release. Completed backlog items, or backlog items that are added later will not be assigned.

Alternatively, you can assign individual backlog items to a release:

  1. Open the Product Backlog > Backlog page.

  2. Select the Backlog Items View.

  3. Sort the grid by rank or priority.

  4. Filter the grid according to your planning criteria. For example, define a filter to display user stories of a particular feature.

  5. Select items in the grid, and drag them to a release bucket in the planning pane.

    If you have many releases, click the link at the top of the planning pane (for example 46/52 Releases). Enter text in the search bar to filter the releases listed, and select the releases you want to display in the planning pane.

  6. As you plan a release, pay attention to the release capacity. The story points of the items you plan should roughly match the release capacity in story points. The release buckets indicate the amount of story points assigned to the release and the remaining capacity. For more details, see Balancing release and sprint workloads.

  7. To navigate to the release backlog you created, click the link in the release bucket.

Tip: You can also plan backlog items directly to a sprint and team. Select items in the grid, and click Planning.

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Understanding the release bucket

After you assign features or backlog items to a release, the release bucket is refreshed to reflect the new contents.

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