Sprint management and reporting

See the sprint info you need by creating views. Manage sprints through settings in the Sidebar, overviews, location headers, and the Sprints column. Report on your sprints using Dashboards and Dashboard view.

What you'll need

  • Sprints are available on every ClickUp Plan.
  • 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.
  • Guests with Full access to a List or Folder can delete views.

Sprint reporting

Use Dashboards for Sprint reporting. 

View for Sprint reporting

Dashboard view puts your Sprint-reporting Dashboards right next to your sprint tasks. 

Drill-down view for Dashboard cards

Use drill-down view with certain Dashboard cards for more granular detail. See your Dashboard data next to your tasks. 

Views for Sprint management

Views provide a way to visualize your tasks differently. Sprints are like Lists within a Sprint Folder. Like any List, you can visualize the tasks in a Sprint differently by applying a new view.

The following views are recommended specifically for Sprints:

  • List view: Group, filter, and bulk-edit tasks quickly.
  • Board view: Tasks are represented as cards, like a Kanban board.
  • Team view: Track your team's progress by status, time estimate, Sprint Points, or any Custom Field that measures effort.
  • Use the workload report in Team view to see your team's capacity.

Sprint settings

You can find management, planning, and reporting settings in each Sprint's Sidebar, overview, and location header.

Sprint Sidebar and Sprint statuses

Sprints in the Sidebar have dynamic icons so you can easily see the status of all the Sprints in your Sprint Folders. These statuses also display in the sprint location header. 

These statuses are distinct from task statuses and cannot be changed. 

Following are the three sprint statuses:

  • Not started: The icon is a gray, dashed circle. 
    Screenshot of three Sprints in a Sprint Folder in the Sidebar, highlighting the three Sprint statuses and status icons.
  • In progress: The icon is a blue circle that starts partially filled. The icon fills in as the sprint progresses. The rate the icon fills depends on the duration of the sprint. 
  • Ended: The icon is a filled green circle. 

Sprint overview

To open a Sprint overview:

  1. Open a Space or Folder containing Sprints.
  2. In the Views Bar, select Overview
    Use the overview to see a high-level view of your Sprint and quickly make changes.

Sprint location header

The info in the location header of a Sprint List is based on the Sprint Settings for your Workspace

If the Sprint Settings for a Folder differ from the Workspace settings, the Folder settings are reflected in the Sprint view.

To open a Sprint location header:

  1. Open a Sprint Folder or Sprint List.
  2. In the upper-right of the Views Bar, click the expand icon to the right of the Add task button.

A Sprint Space or Folder has a location header like any Space or Folder. A Sprint List's location header has the following additional info:

  • Sprint status button: Sprint status is automatically set according to the Sprint start day and time chosen in your Sprint settings. By default, this is Monday at 12:00 a.m.
    Sprints have three statuses:
    • Not Started: Automatically changes to In Progress on the sprint start date.
    • In Progress: The Sprint has started but hasn't ended. You can click the In Progress button to manually mark Sprint as Done. 
    • Ended: Automatically changes to Ended on the sprint end date.
  • Sprint start date, end date, and start time: These are automatically set according to the Sprint duration, start day, and start time chosen in your Sprint settings. By default, this is every 2 weeks, on Monday, at 12:00 a.m.
    Hover over the start and end date to see the start time.
  • Measure of effort: The amount of work your team has estimated for this Sprint. This can be set as Sprint Points or Time Estimates
    If any tasks do not have a measure of effort set, a warning icon displays the number of tasks without set effort. 
  • Confirm Sprint: Only displays for In Progress Sprints.

    Make sure you have all the info! Take a look at our Lock your Sprint forecast article to learn more before confirming your Sprint forecast.

    Forecast is the amount of effort your team estimates per sprint. Forecast is measured when you apply Sprint Points or Time Estimates to Sprint tasks. These settings are used by our Velocity, Burnup, and Burndown cards to calculate your team's progress.
  • Confirm Sprint: Click to confirm the forecasted effort for this sprint. This cannot be undone. Do not click Confirm Sprint until you are sure your team is done with sprint planning.

Sprint header cards

Sprint header cards are currently in beta and will gradually be added to all Workspaces. 

These cards make adding and assigning tasks and estimating effort easier! 

These cards use the Bulk Action Toolbar. Take a look at our Manage tasks with the Bulk Action Toolbar article for more info on bulk actions for tasks. 

These are the three Sprint header cards:

Add from backlog

  • This card lets you see any List in your Workspace alongside the Sprint you have open. 
    For example, your backlog may be a regular List. You also may want to move unfinished tasks from previous Sprint Lists. 
  • You can customize your backlog view by editing settings like filters and grouping.
  • And quickly add tasks and manage your Sprint. 

To use the Add from backlog card:

  1. Under the Views Bar in a Sprint List view, click the Add from backlog card. 
  2. Select any regular List or Sprint List. 
  3. In the Add to Sprint modal, hover to the left of the List.
  4. Click the selector button for one or more tasks. 
    • In the toolbar, you can click Add to Sprint to add this task to the Sprint.
    • You can also select other options from the toolbar, or click ...More for more options.

Add assignees

  • This card filters out the tasks that have assignees. 
  • You can quickly add assignees so work gets completed.

To use the Add assignees card:

  1. Under the Views Bar in a Sprint List view, click the Add assignees card. 
  2. Hover to the left of the List. 
  3. Click the selector button for one or more tasks. 
    • You can click Assignees to add one or more assignees to the task.
    • You can bulk-add the same assignee to several tasks.
    • In the toolbar, you can click Add to Sprint to add this task to the Sprint. You can also select other options from the toolbar, or click ...More for more options. 

Add estimates

  • This card filters out the tasks that have an estimate of effort. 
  • You can quickly apply Sprint Points or Time Estimates to tasks so you can report on your team's work.

To use the Add estimates card:

  1. Under the Views Bar in a Sprint List view, click the Add estimates card. 
    • You can add Sprint Points or Time Estimates to the tasks.
    • You can hover to the left of the List and click the selector button for one or more tasks.
    • You can also select other options from the toolbar, or click ...More for more options. 

Manually mark Sprint as Done

Sprints are automatically marked as done on the sprint's end date. You can mark a sprint as done before the end date. If you mark the sprint as done:

  • This action doesn't update the status of any tasks in the sprint. 
  • Any effort completed in this sprint will be calculated until the sprint ends. 
  • If you're reporting on your sprint using Sprint Dashboard cards, the cards will be updated until the Sprint end date.

To manually mark the sprint as Done:

  1. From an In-progress Sprint view, click In-progress.
  2. Click Mark Done.
  3. From the Mark sprint Done? modal, you can check the Move box to move any incomplete tasks to the next Sprint. 
  4. Click Mark Done.
  5. In the Sprint view, your Sprint status is now Done. This status will automatically change to Ended on the Sprint end date. 

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