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 end 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.
  • Measure of effort: The amount of work your team has estimated for this Sprint. This can be set as Sprint Points or Time Estimates.
  • Lock forecast: Only displays for In Progress Sprints.
    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.
  • Forecast icon: If you want to change your Lock forecast setting, click the icon. 

Screenshot of the Lock forecast button in the Sprint view.

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

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.
    Screenshot of the Mark Done button.
  3. From the Mark sprint Done? modal, you can choose to move any incomplete tasks to the next Sprint. 
  4. Click Mark sprint Done.
  5. In the Sprint view, your Sprint status is now Done. This status will automatically change to Ended on the Sprint end date. 

Add the Sprints column

See which Sprints your tasks are in by adding the Sprints column to your List and Table views. This is especially helpful for planning and managing your product roadmap.

If you're using a backlog List with Tasks in Multiple Lists, this is a great way to see which tasks have been added to Sprints.

To add the Sprints column to a List or Table view:

  1. From the top-right of a List or Table view, click the plus icon.Screenshot of plus icon used to add the Sprint column to a List or Table view.
  2. Browse or search for Sprints.
  3. Click Sprints to add the column to your view.
  4. In the Sprints column, there's a link to each Sprint the task is in.

To add tasks to other Sprints without opening the task:

  1. From the Sprints Column, click the plus icon.
    Screenshot showing how to add tasks to other Sprints from the Sprints Column.
  2. Choose a location.
  3. The new location displays as a single link to the right of the original Sprint. Click the link to see each location.
  4. The new location displays as separate links. Hover over each link to see the Sprint location.
  5. Click a button to go to that Sprint. 
    Screenshot showing how to see all of the Sprints a task is in from the Sprint Column.

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