Sprint planning and reporting

Manage your Sprints. Use views for Sprint planning and understand the settings used in Sprint reporting. 

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 planning and reporting

After you've created your first Sprint and added Sprints to a Sprint Folder, you're ready to manage your Sprints. 

Sprint reporting

Use Dashboards for Sprint reporting. 

Views for Sprints

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.

View for Sprint reporting

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

Views for Sprint planning

If you need to add a Dashboard to a Space or a Folder, 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 planning and reporting settings in the Sprint's overview and location headers.

To open an 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 to make changes quickly.

To open a 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.

The following info displays in the 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.

  • 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 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.

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 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.

  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.

Add a task to another Sprint

From List and Table views, you can add tasks to other Sprints without opening the task.

To add tasks: 

From the Sprints Column, click the plus icon.
Screenshot showing how to add tasks to other Sprints from the Sprints Column.

Choose a location.

The new location displays as a single link to the right of the original Sprint. Click the link to see each location.

The new location displays as separate links. Hover over each link to see the Sprint location.

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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