Configure a planning and its elements

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Plannings are based on hierarchy. In our default model, Release is the parent of Sprint.

Thus, the first planning displayed under the backlog corresponds to the release planning.

Add a planning level

To add another planning level, a hierarchy level must be added to the already existing planning hierarchy.

Example:

To create a "Week Planning", where sprints can be divided into weeks, you need to create a new Tracker named "Weeks" with the short name "week".

Once created, you will have to modify the hierarchy so that "Weeks" is the child of "Sprints".

Add items to a planning

To add other types of items in the "Release Planning", simply select the tracker from the drop-down menu in the planning management in the Backlog administration.

Planning management interface showing options for release, sprint, and week planning.

You can also create a new tracker if needed (e.g. "Marketing Tasks")
Once created, it will appear in the list.

Dropdown menu showing various task categories including Marketing tasks and Functional Specifications.

After selecting it, you can then create items of this type directly from the Backlog.

Backlog section showing options to add various tasks, including marketing tasks.

Delete items from plannings

If you want to remove elements from the Release Planning, for example, you simply have to deselect a tracker already selected from the drop-down menu.

Explicit master planning

Understand how it works

The explicit Backlog configuration allows you to choose to create your specifications or User Stories directly from the trackers, without going through the Backlog.
This approach avoids filling the backlog with items that are still incomplete or not a priority.

To do this, simply create your elements in the relevant tracker (Specifications, User Stories, etc.).
These items will not be automatically added to the backlog; The addition is done explicitly .

This behavior is the one used by default.

To add the item to the Backlog, open it and click Add to Backlog on the Actions menu .

User story interface showing options to add to backlog and manage artifacts.

To remove the item from the Backlog, open it and click Remove from Backlog on the Actions menu.

User story interface showing options to remove an item from the backlog.

Useful Tip

You can disable the explicit scheduling option in the Backlog Administration.

In this case, all newly created items in the trackers associated with the Backlog will be automatically added to it.

Settings for Scrum backlog administration with options for explicit backlog and milestones.