Lock your Sprint forecast

Forecast is the amount of work your team estimates per sprint. These settings are used by our new Velocity, Burnup, and Burndown cards to calculate your team's progress.

Your Sprint forecast is located in your Sprint List's location header.

Locking your sprint forecast cannot be undone.

What you'll need

  • Sprints are available on every plan.

  • Sprint Automations and Sprint Dashboard cards are available on the Business Plan and above.

  • 100 uses of Sprint Points are available on our Free Forever and Unlimited Plans.

  • Unlimited Sprint Points are available on our Business Plan and above.

  • A Workspace owner or admin will need to enable the Sprints ClickApp.

  • Guests can work on tasks in sprints, just like regular tasks.

Manually confirm Sprints

By default, you can manually confirm individual sprints to lock the forecast of their total effort.

The forecast is estimated when a sprint has started and the sprint hasn't been confirmed. Once confirmed, the forecast is recalculated on supported Sprint reporting cards.

The total effort does not change if more effort is added after confirming a sprint.

This is a good option if:

  • Your team frequently does not complete sprint planning before your sprints start.
  • Your team sometimes adds points or estimates to tasks on the first day of the sprint.

Manually confirm sprints from the location header

This action cannot be undone. Do not click Confirm Sprint until you are sure your team is done with sprint planning!

From your sprint's location header:

  1. Click the Sprint status.
  2. Select Confirm sprint.
  3. Review the prompt and click Confirm sprint.

Screenshot of the option to confirm a sprint from the sprint location header.

Automatically lock sprint forecasts

You can choose to automatically lock your forecast on the start day and start time for each sprint.

The forecast calculation will use the total Sprint Points or Time Estimates at the start of the sprint.

This is a good option if:

  • Your team consistently finishes sprint planning before a sprint officially starts.
  • You don't add more effort to a sprint on the first day of the sprint.

Enable automatic forecasting

By default, sprints use manually confirmed forecasting. You can choose to automatically forecast sprints for your entire Workspace, or for specific Sprint Folders.

When you enable or disable automatic forecasting, the changes are applied to all future sprints.

Change the default forecast setting for your Workspace

To edit the default setting for your entire Workspace:
  1. From the Sprint ClickApp, click Manage sprint settings.
  2. Click to select your preferred forecast option:
    • Manually confirm Sprints to lock your forecast.
    • Automatically lock your forecast on the Sprint start day and time.
  3. Click Save.

Screenshot of the Workspace default sprint settings modal, highlighting the option to choose between manual and automatic forecasting.

Change the forecast settings for a Sprint Folder

To edit the forecast setting for an individual Sprint Folder:

From the Sprint Folder settings modal:

  1. Click Sprint settings.
  2. Click the toggle next to Lock forecast for each Sprint on start day and start time.
  3. Click Done.

Screenshot of the sprint settings modal, highlighting the option to enable automatic forecasting.