Break your large projects into smaller chunks of manageable work, called Sprints. Easily manage each Sprint with the Sprints ClickApp! Apply the ClickApp to any Space, select the Sprint duration, and create Sprints without searching for dates again.

Sprints help you measure how well you scoped out work in your Dashboard. Sprint statuses allow Dashboards to automatically pull in current information; so, you can set up your Burnup, Burndown, and Velocity charts once to get fresh metrics every time a new Sprint starts.

NOTE: Sprint Automations will switch to In Progress automatically at 12:00 am PT on the start date.

This ClickApp is free for everyone! Workspaces on our Business Plan and above also have access to Automations and Sprint Widgets to enhance the Sprints ClickApp even more. Learn about our plans here.

Sprint Basics

When the Sprints ClickApp is enabled, you're choosing to use a Sprint (i.e. a time-boxed scope of work) to manage your team's workload. As a result, you're enabling a few things:

  • Sprint Dates: Sprints are required to have start and end dates.

  • Sprint Statuses: Sprint Statuses are indicated by the color of the icon in the hierarchy and in the color of the Sprint dates at the top of the List view. Not Started (Gray) In Progress (Blue) Closed (Green)

  • Spillover Tasks: Any tasks not marked Closed when your Sprint ends are considered Spillover Tasks to be completed in the next Sprint.

  • Total Estimation: The total amount of work you have in your Sprint is summarized at the top of your Sprint. You configure what estimation method is used on the Sprint Settings.

These values exist at the top of your Sprint's List view.

Showcasing Sprints being created and placed inside a sprint Folder in the ClickUp sidebar

How to enable the Sprints ClickApp

  1. Visit your Workspace settings (you must be an Admin or Owner)
    - Once on, members and admins can edit Folder level Sprint settings and create Sprints

  2. Select ClickApps

  3. Turn on the Sprint ClickApp

  4. Select the Space(s) from the drop-down where the Sprint will live

Showcasing the Sprints ClickApp which can be found in the settings in the ClickApps menu. The Sprint allows you to select which Spaces it will be active as well as further settings located in the

Pro Tip: Ensure your Space has statuses you'll use in your agile process such as Open, In Progress, and Closed. If you'll be adding your task to secondary Lists, ensure these statuses are also available in those locations.

Configuring Sprints ClickApp default settings

Configure your default Sprint settings to make it easier for your team to get started on Sprints. If you're unsure where to start, use the default settings for the ClickApp.

We've selected the most common settings for agile workflows:

  • Sprint duration of 2 weeks

  • Sprints start on Monday

  • Use the Points ClickApp for estimating

  • Sprint name as "Sprint {INDEX} ({START_DATE} - {END_DATE})"
    Example: Sprint 1 (1/1/20 - 1/14/20)

Default Sprint Settings menu, which allows you to edit the Sprint Duration, start day, estimations, name, and date format!

To edit your default settings:

  1. Click Settings on the ClickApp tile

  2. Enter the duration of your Sprint in terms of weeks into the text box

  3. By default, you'll manually close your Sprints. Automatically close your Sprint based on the End Date by checking the box to automatically close past Sprints

  4. Select which day of the week to start your Sprint

  5. Use the Sprint estimation drop down to select Points (Custom Field), the Points ClickApp, or the Time Estimates

  6. Select naming conventions using standardized variables:
    {INDEX} will assign a number to your sprint
    {START_DATE} will include the Start Date in the name
    {END_DATE} will include the End Date in the name

  7. Click Save Settings

Pro Tip: Using default Sprint settings can help you ensure all your teams use the same Sprint cadence.

Sprint settings on Folders

Further customize your Sprint settings on each Folder to adapt the setup for different teams or projects.

  1. Access Folder level Sprint settings either of the following ways:
    Click the ... next to the Folder name in the Hierarchy
    Click the ... next to the Sprint name in the List view

  2. Select Sprint settings

  3. In the modal, make selections similar to the default settings you set up when you turned on the Sprints ClickApp

  4. Business Plan and above users can turn on Sprint Automations from this screen

By clicking on the Ellipses and selected the second option down you may access the Sprint Settings menu!

Note: Only Admins and Owners can edit the default Sprint settings. Any member who has access to the Space can edit the Folder level Sprint settings. Once you save your Sprint cadence, you cannot change it. If you'd like a new Sprint cadence, create a new Folder and move the Sprint to the new Folder. You'll be prompted to map the Sprint to new dates.

Creating your first Sprint

  1. Navigate to the desired Sprints Space

  2. Click the + button on the Space to add a new Folder

  3. Folder Sprint settings are populated with your default Sprint settings
    - Adjust the Folder Sprint settings if necessary. Users on Business Plan and above can also configure Sprint Automations here (read more)

  4. Click Save

  5. In the modal that appears:
    - Set the index value, which must be a number
    - Select the date ranges available based on the intervals set in the Folder settings
    - Input the number (up to 50) of Sprints to create
    - Click Save to watch your Sprints appear!

Inside the ClickUp Sidebar, clicking the small plus sign next to a Space will give you the Space options. The third option down is the

See which Sprints your tasks are in by adding the Sprint field to your view. Simply click the + sign to the right of your custom fields and search for Sprints!

While in List view, clicking on the gray plus sign at the top of your columns will allow you to add Sprints as a Field column, for easier visibility.

Pro Tip: With the Tasks in Multiple Lists ClickApp enabled, you'll be able to keep track of your individual backlogs and add tasks to a specific Sprints for better organization and reporting.

How to add additional Sprints to a Folder

Add sprints easily to any Folder in a Space that has the Sprints ClickApp enabled.

  1. Click the ... or the + on a Sprint Folder or Folder to reveal the menu

  2. Select New Sprint

  3. Adjust the index number if desired (note: Sprint Folder must be empty for this option to appear)

  4. Open the drop-down and select the desired Sprint dates

  5. Input the number of Sprints to create

  6. Click Save and watch your Sprints appear!

Note: When you create Sprints in bulk, the future Sprints will be added consecutively. If a future Sprint in the sequence already exists, the system will skip it and add one immediately after so if you're adding 5 sprints, the system actually gives you 5 Sprints.

How to convert a List into a Sprint

For ultimate flexibility, convert any List into a Sprint as long as the Space has the Sprints ClickApp enabled. For example, you might've been planning a project separately and want to start using Sprints. This feature will help you get started quickly.

  1. Click the ... next to the List name to reveal the settings menu

  2. Click Convert to Sprint

  3. In the modal that appears, select the dates for this Sprint

  4. For the Sprint Index, continue or re-start the numbering from a specific number

  5. Click Convert To Sprint

Selecting the Ellipses in the ClickUp sidebar will allow you to quickly view all Sprints in a location.

Note: Sprints that run simultaneously must be created in separate Folders. We highly suggest you create separate Sprint Folders for teams that need their own reporting metrics or Dashboards.

Managing spillover tasks

No one is perfect at Sprint Planning, so we've given you tools to make managing tasks that don't get done (aka Spillover tasks) as easy as possible.

Free Forever users can manually add tasks in bulk to the next Sprint with a couple clicks.

  1. 24 hours before your Sprint ends, a badge will appear on the Sprint in the Hierarchy and a banner will appear on the Sprint indicating which tasks are not incomplete

  2. Click the link in the banner to reveal the spillover tasks

  3. Select which tasks to move to the next Sprint

  4. Move the spillover tasks to the next Sprint.

Note: Business+ users can turn on Automations that take care of Spillover tasks, so you can focus on staying productive with fewer housekeeping tasks. For more information on how we suggest structuring your projects to take advantage of this feature see the FAQ doc.

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