Create your first Sprint

Create your first Sprint by enabling the Sprint ClickApp and setting up your first Sprint Folder.

What you'll need

  • Sprints are available on every ClickUp 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.
  • Guests cannot create sprints. 
  • Any Workspace member who has access to the Space can edit Folder level Sprint settings.

Understand Default Sprint Folder settings

Individual Sprints are a List of tasks held in a Sprint Folder. Sprints are organized sequentially by duration. Duration, Sprint name, and other organizational elements are applied according to your Default Sprint Folder Settings.

Screenshot of an expanded Sprint Folder with 3 Sprints named Sprint 1 4/11-4/24), Sprint 2 (4/25-5/8), Sprint 3 (5/9-5/22). 

These settings determine things like sprint duration and how measure of effort is tracked. You can customize these settings in three locations:

  • Sprint ClickApp: When you customize the default settings from your Sprint ClickApp, the settings apply to all of the Sprint Folders in your Workspace. Using the same settings ensures all your teams use the same sprint cadence.
  • Individual Spaces or individual Sprint Folders: When you customize the default settings from a Space or Folder, the settings apply to all of the Sprint Folders in that Space or just that Folder.

This is helpful if a particular team uses a different sprint cadence than the rest of your organization.

For example, your software engineering teams use weekly Sprints. Your new website development team needs a Sprint duration of two weeks.

All Sprint Folders in your Workspace use the default Sprint duration of 1 week. From their Space's Sprint Settings, the website development team changes the Sprint duration to 2 weeks.

The duration of any new Sprint in the website development Space is now two weeks long. Older sprints in this Space do not change in duration. The software engineering team's sprints remain 1 week long.

Make sure you have all the info. Take a look at our article Lock your Sprint forecast to understand the Lock forecast options available in the default Sprint Folder settings. 

For the best sprint experience, enable Tasks in multiple Lists. Consider enabling Subtasks in multiple Lists. Also, ensure your Spaces have the appropriate statuses for your tasks.

Access Sprint settings for your Workspace

When you enable the Sprints ClickApp, you can accept the default Sprint Folder settings or customize them. These settings will apply to all of the Sprint Folders in your Workspace. 

Access Sprint settings for an individual Space 

These settings will apply to all new Sprint Folders created in your Space. These settings will not apply to old Sprint Folders.

To customize settings for an individual Space:

  1. From the Sidebar, click the ellipsis ... next to the Space.
  2. Select More settings then All Space settings.
  3. From the Edit Space modal's ClickApps tab, select the Sprint icon.
  4. In the Sprints section, click Default settings.
  5. From the Default Settings for Sprint Folders modal, customize the settings.  
  6. Click Save

Access Sprint settings for an individual Folder

These settings will apply to all new Sprints created from this Sprint Folder. These settings will not apply to old Sprints.

To customize settings for an individual Space:

  1. From the Sidebar, click the ellipsis ... next to the Sprint Folder.
  2. Select Folder settings then Sprint Folder Settings.
  3. From the Default Settings for Sprints modal, customize the settings.
  4. Click Save.

Customize default Sprint Folder settings 

From the Default Settings for Sprint Folders modal, you can change the sprint name, duration, and other optional settings. New settings will only apply to new Sprint Folders.

The Default Settings modal has a Settings tab and an Automations tab.

Settings tab

To customize your default Sprint settings for your Workspace, a Space, or a Sprint Folder:

  1. Open the Default Settings for Sprint Folders from the ClickApp, a Space, or a Sprint Folder.   Screenshot of the Default Settings for Sprint Folders modal.
  2. From the Settings tab, customize any of the following settings:
  • Sprint name: Each Sprint is numbered sequentially starting with 1. You can edit the starting number when you add a Sprint to a Sprint Folder. After choosing a new starting number, you can't edit it for that Folder.
  • By default, your first 2 Sprints will be named Sprint 1 and Sprint 2.  
  • You can give your Sprint a unique name, for example, Blue Squad. To do so, you would type Blue Squad without changing anything else:
    • Blue Squad {INDEX} ({START_DATE} - {END_DATE})
  • Sprint Duration: By default, this is 1 week. You can choose another duration option.
    If you have the Custom Sprint Durations beta enabled in your Workspace, you'll set the Custom duration here.
  • Date format: By default, this is MM/DD. You can choose another date format.
  • Sprint timezone: By default, the timezone of the person who enabled the Sprint ClickApp is chosen. From a Space or Sprint Folder, you can customize this.
    For example, your team members are in several different locations. You could choose a timezone that aligns with your team's Sprint start day and Start time.
    This can be different than the timezone set in your personal settings.
  • Sprint Start Day: By default, this Monday. You can choose another day.
  • Start time: By default, this is 12 a.m. You can choose another time.
  • Non-working days: By default, this is Sunday, Saturday. Choose which days of the week your team does not work.
    These days are not reflected in your sprint reporting as days when no work was done.
  • Measure of effort: The choices to measure effort are Sprint Points and Time Estimates.
  • Lock forecast options: 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.

Automations tab

In the Automations tab, Sprint Automations that have already been enabled will display. By default, When Sprint ends then Mark Sprint as Done is enabled and can't be disabled. 

After configuring your settings click Save Settings. Like Sprint settings, Automations can be enabled for the Workspace, the Space, or individual Sprint Folders.

Add a Sprint Folder to your Space

To add a Sprint Folder:

  1. In the Sidebar next to the Space, click the + icon.
  2. Select Sprint Folder
    • From the Default Settings for Sprints, you can customize the settings for all Sprint Folder settings in your Space. 

Add a Sprint to your Sprint Folder

A Sprint is like a List with a collection of tasks.

To add a Sprint:

  1. In the Sidebar, click your Sprint Folder to expand it. 
  2. Select Sprint
  3. From the Create Sprint modal, you can customize the following settings:
    • Index number: Change the sequential starting number from 1 to another number. By default, your first and second Sprints are named Sprint 1 and Sprint 2
      Screenshot of the Create Sprint modal.
    • Sprint name: Type the name in front of {INDEX}.
    • Sprint duration: To change the duration, from the Sidebar click the ellipsis ... next to this Sprint Folder. From the Settings modal, select an option. 
    • Default duration: If Custom Sprint Duration is enabled for your Workspace, you can change it for all of the Sprints in this Folder.
    • Start date and End date: Use the calendar picker to change these dates.
    • Sprint Goal: The goal will display above the view in the open Sprint. 
  4. From the open Sprint List, add tasks. 
    Make sure you have all the info! Take a look at our article Lock your Sprint forecast to learn how about the settings in a Sprint location header.

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