If you and your team work agile, uncover how to set up sprints in Forecast
If you activated the Sprints option in your project settings, you can simply set up your sprints in the following steps.
Main take aways
- Learn how to create a sprint
- Get an overview of the navigation on the sprints page
- Manage your sprints with the numbers in the sprint header and learn how to close a sprint
- See how Forecast warns you whenever there is something wrong with your sprint
Create a Sprint
Step 1: Choose a project where sprint planning is activated (settings) and then click on the menu point Sprints.
Click on the New Sprint Button to create a new sprint.
Step 2: Name the sprint (by default the sprints will be numbered in consecutive order) and select a start and end date or keep the suggested dates.
If you keep the suggested dates, your first sprint will start on the current date. The end date is calculated by adding the number of days in a sprint (see length of sprint in project settings) to the start date.
The next created sprint will automatically start the day after the former sprint's end date.
Step 3: Drag the tasks from the backlog column into the new sprint. If the start and end date of the task does not fit the dates of the sprint, you will be warned by the system. You can also create new tasks right in the sprint.
- View all, done or active sprints: Click on the dropdown to view sprints that are either done or active or all of them.
- Eye Icon & Download: Click on the Eye Icon to view more information on each sprint along with the corresponding tasks. Right next to the icon is the Download button, click it to export the entire sprint planning of your project in a CSV file.
- Search and Filter: Click on the Magnifying glass to easily search for tasks either by name, label or other identifiers.
Click on the Filter Button to filter sprints and tasks by any given information.
- New Sprint, Expand, Settings: Click on the New Sprint Button to add a new sprint.
Click on the Expand All Button to expand all sprints and view all of their tasks.
- Grouping & Page Settings: Click on the Three Dot Icon to group tasks in the sprints by person, to show empty persons, group by role, or to show / hide the Backlog column on the side.
- Name: Either automatically generated name (Sprint + number) or given name
- Dates: Start- and end date, correspond to sprint length
- Total Availability:
How much time or story points do you have available for the sprint across the project team?
This number depends on your Resource Management Preference:
- Project allocation: Sum of all hours allocated to the project in the time frame of the sprint (converted into story points)
- Task assignment: Sum of working hours of the project team in the time frame of the sprint (converted into story points)
- Remaining Work:
How much time or story points is left to do for the sprint?
Sum of all hours / story points remaining on the tasks in the sprint
- Remaining Availability:
How much time or story points do you have left in the sprint across the project team?
This number changes when processing in the sprint and it depends on your Resource Management Preference:
- Project allocation: Sum of hours allocated to the project on the remaining days of the sprint - Remaining Work
- Task assignment: Total Availability - Remaining Work of the project team in all projects during the remaining days of the sprint
- Progress: Proportion of total working hours (estimated time) already completed (time entries)
- Three Dot Icon: Delete the sprint, all tasks will be placed in the Backlog column when a task is deleted.
Once your sprint is over (i.e. the last day of the sprint date range has passed) and you still have incomplete tasks in your sprint, Forecast helps you to close your sprint.
Click on the "Close Sprint" button and you will get a list with all tasks in the sprint that are not done yet.
You can then decide, if
- You want to mobe all unfinished tasks to the next sprint.
This option will create a new sprint if there is none yet.
- Set all unfinished tasks to done.
This option can be used if the tasks were actually completed but not moved to the done column of your workflow yet.
- Move unfinished tasks to backlog.
Use this option if the task still has to be completed but not in the upcoming sprint.
Your sprint is closed once all tasks in the sprint are completed
If you are working with story points you can update your story point performance based on the sprint data of the closed sprint. Read more about the story point performance in Forecast here.
Finally, a great feature that Forecast provides is its own AI. To learn more about the AI and how it can assist you with your Spring planning please visit the article here.
To add transparency to your sprints Forecast will warn you about certain events that might interfere with your sprint planning.
You will be warned in case of the following events:
- Task deadline is after the sprint end date
- Task is blocked
- Registered time on a task is more than the estimate