Define a release in Release Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • During the release planning process, release managers define the type of the release (major, minor, and so on.), schedule of the release (planned start and end dates), required phase, phase tasks, and the scope.

    Before you begin

    Role required: release_v2_admin

    Procedure

    1. Navigate to All > Release > Products.
    2. Open the product to which you want to add a release.

      If a release belongs to no product or more than one product, you can directly navigate to Release > Releases to define the release. You need not define a release in the context of a product.

    3. In the Releases related list, click New.
    4. On the form, fill in the fields.
      Table 1. Release form
      Field Description
      Number Auto-generated unique identifier for the release.
      Release Type Type of the release such as Major, Minor, Upgrade, Patch, or others.
      Priority Priority of the release such as Critical, High, Moderate, or others.
      State State of the release such as Draft, Work in progress, testing, or others.

      If you want to customize the options in this list, reach out to your admin. Custom states can be added according to the default state categories of the release table. Learn more about the default states of the release table.
      Percent complete Progress of the release as a percentage of the whole.
      Short description Brief description of the release. This description helps in identifying this release from a list of releases.
      Description Details of the release.
      Planned start date Tentative start date of the release.
      Planned end date Tentative end date of the release.
      Planned duration Duration of the release in days.

      When you submit the form, this field auto-populates based on the values of Planned start date and Planned end date.
    5. Click Submit.

    What to do next