Sprint planning in CWM

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Sprint Planning in CWM

    Sprint planning in Collaborative Work Management (CWM) allows teams to effectively plan, track, and manage their work using Agile methodology. With the Sprint Planning view, you can manage your team's backlog, create sprints, and execute tasks seamlessly. All work items, whether old or new, are visible in the Backlog pane for easy scheduling into sprints.

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    Key Features

    • Backlog Management: The Backlog pane displays all unplanned work items, allowing you to prioritize, move, duplicate, and filter tasks efficiently. You can customize the display of columns to suit your preferences.
    • Sprint Creation: Create sprints by selecting duration, start and end dates, and story point capacity. You can also create multiple sprints with similar or different settings.
    • Personalization Options: Customize the columns in the Backlog and Sprints panes and save your preferred views for easy access.
    • Work Item Management: Add new work items to the Backlog or directly into sprints, and manage your tasks by moving them between sprints as needed.
    • Sprint Execution: Start and complete sprints directly from the Sprint planning view, and choose to create a retrospective board for team collaboration after completing a sprint.

    Key Outcomes

    Using Sprint planning in CWM, teams can enhance their Agile workflow by efficiently managing their backlog, planning sprints that align with project needs, and easily tracking progress. This leads to improved organization, better workload management, and effective collaboration during and after each sprint cycle, allowing for continuous improvement in processes.

    Plan, track, and manage work for your teams in the Agile methodology using Sprint planning in Collaborative Work Management.

    Within the Sprint Planning view of your CWM Board, you can manage your team's backlog, create sprints, plan work into sprints, and execute them seamlessly. All existing work items on your CWM Board are automatically added to the Backlog pane in the Sprint Planning view. This means that whether the work items are old or new, they will all be visible in the Backlog. From this pane, you can easily schedule these items into sprints for execution.

    You have the flexibility to create work items of various types, such as Stories, or use any other default and custom work types that are available on your CWM Board. This flexibility ensures that you can tailor your sprint planning to fit the specific needs of your team and projects.

    Enabling Sprint planning view

    From the Views section of the Personalize (Personalize List and Gantt views.) side panel, select Sprint planning to enable the display of Sprint planning view on your CWM Board.
    Note:
    Save your Board view to ensure that the Sprint planning view is always displayed on your Board.

    Enable Sprint planning view.

    Backlog

    The Backlog pane displays all unplanned work items, including both newly added and older incomplete tasks. Completed work items are not shown, keeping your focus on what needs to be done. You can add work items directly to the Backlog from this view and use the personalize side panel to show or hide columns within the Backlog pane, customizing the display to suit your needs.

    Within the Backlog pane, you can do the following:
    • Move work items to the top or bottom of the backlog based on the priority.
    • Move items to the currently ongoing sprint.
    • Move work items within the list by rearranging rows.
    • Delete work items.
    • Apply filters on any column. However, filters can't be applied on custom columns within Backlog.
    • Change the number of items displayed per page.
    • Duplicate work items by using Copy row.
      Note:
      You can duplicate only CWM tasks and Stories but not other connected work records.
    • Drag and drop a single or multiple work items from Backlog to one of the sprints.

    Sprint planning Backlog in CWM.

    Sprints

    The Sprints section in your CWM Board displays the list of active sprints. If you haven’t created any sprints yet, this section will show a form to help you get started. You can create a sprint by selecting the sprint duration, start and end dates, and story points capacity. To create additional sprints with the same settings, use the Add another Sprint option. For sprints with different durations or capacities, select Create Sprint. For more information, see Create a sprint in CWM.

    Each sprint is a collapsible section where you can add work items directly and customize the view using the personalize side panel. Each sprint section also shows the percentage of utilized capacity and the remaining story points, helping you manage your team's workload effectively.

    Sprints section in CWM Sprint planning.

    Personalizing Sprint Planning view

    You can customize the columns displayed in the Backlog and Sprint panes using the Personalize (Personalize List and Gantt views.) side panel, allowing you to see the most relevant information. Any changes you make can be saved to the current Board view or as a new view, depending on your needs.

    If you require more working area for the Backlog or Sprints within the Sprint planning view, you can toggle between the Backlog, Sprints, and Backlog and Sprints options.

    Personalize options for CWM Sprint planning.