Define a release phase in Release Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Define a release phase to represent the different stages of work required to complete your release.

    Before you begin

    Role required: release_v2_admin

    Procedure

    1. Navigate to All > Release > Releases.
    2. Click the release number to which you want to add a release phase.
    3. In the Release Phases related list, click New.
    4. On the form, fill in the fields.
      Table 1. Release form
      Field Description
      Priority Priority of the phase such as Critical, High, Moderate, or others.
      State State of the phase such as Draft, Work in progress, testing, or others.
      Percent complete Progress of the phase as a percentage of the whole.
      Short description Brief description of the phase. This description helps in identifying this phase from a list of release phases.
      Description Details of the phase.
      Planned start date Tentative start date of the phase.
      Planned end date Tentative end date of the phase.
      Planned duration Duration of the phase 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.