--- sourceDocument: Zurich Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Plan sprints # Sprint planning in CWM {#ariaid-title1} * Release version: Zurich * * Updated July 31, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Sprint Planning in CWM Sprint planning in Collaborative Work Management (CWM) enables ServiceNow customers to effectively plan, track, and manage Agile work for their teams. The Sprint Planning view on the CWM Board consolidates all work items into a Backlog pane, allowing teams to create, prioritize, and schedule work items into sprints. This process supports Agile methodologies by streamlining sprint creation, work assignment, and execution within a collaborative environment. Show full answer Show less ## Key Features * **Backlog Management:** Automatically aggregates all unplanned work items (both new and existing incomplete tasks) in the Backlog pane, excluding completed items to focus on pending work. Users can add, prioritize, rearrange, filter, duplicate (for CWM tasks and Stories), and delete work items directly from the Backlog. * **Sprint Creation and Management:** Create sprints by defining duration, start/end dates, and story points capacity. Easily add multiple sprints with similar or varying configurations. Each sprint displays utilized capacity and remaining story points for workload balancing. * **Drag-and-Drop Scheduling:** Move single or multiple work items from the Backlog to sprints using drag-and-drop, facilitating intuitive sprint planning. * **Personalization:** Customize visible columns and layout in both Backlog and Sprint panes via the Personalize side panel to tailor views to team needs. Toggle between showing Backlog, Sprints, or both for optimized workspace. * **Work Item Flexibility:** Support for various work item types including Stories, default, and custom types, allowing teams to adapt sprint planning to their specific project requirements. * **Acceptance Criteria Generation:** Automatically generate and refine acceptance criteria for user stories to ensure clarity and testability without manual effort. * **Sprint Lifecycle Actions:** Start and complete sprints directly from the Sprint Planning view. Upon completion, optionally create a sprint retrospective board to facilitate team reflection and continuous improvement. * **Work Item and Sprint Updates:** Create, update, and delete work items and sprints seamlessly within the Sprint Planning context to keep plans aligned with changing priorities. ## Key Outcomes ServiceNow customers leveraging Sprint Planning in CWM can expect to: * Gain centralized visibility and control over all Agile work items and sprints. * Efficiently prioritize and schedule work into manageable sprints with clear capacity tracking. * Customize views for better focus and adaptability to team workflows. * Accelerate sprint execution by simplifying sprint start, completion, and retrospective processes. * Enhance collaboration and Agile discipline through automated acceptance criteria generation and retrospective boards. 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. You can also 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 {#agile-sprint-planning-in-cwm__section_jlp_g1m_zfc} 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. ## Backlog {#agile-sprint-planning-in-cwm__section_gjq_yxl_zfc} 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. You can also 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. {#agile-sprint-planning-in-cwm__ul_v11_gk4_zfc} ## Sprints {#agile-sprint-planning-in-cwm__section_whw_yxl_zfc} 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](https://www.servicenow.com/docs/E7qITnamBRPjWQSIuD9ODQ "Create a sprint with custom duration and capacity to enable your team to plan and execute their work in an Agile methodology in Collaborative Work Management."). 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. ## Personalizing Sprint Planning view {#agile-sprint-planning-in-cwm__section_ckf_zxl_zfc} 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. * **[Add work items to Sprint planning Backlog in CWM](https://www.servicenow.com/docs/Dfmg7EF18q~ggcoB~VZ06g)** Create and add new work items to the Backlog directly from the Sprint planning view of Collaborative Work Management. * **[Create a sprint in CWM](https://www.servicenow.com/docs/E7qITnamBRPjWQSIuD9ODQ)** Create a sprint with custom duration and capacity to enable your team to plan and execute their work in an Agile methodology in Collaborative Work Management. * **[Update sprint details in CWM](https://www.servicenow.com/docs/uI1bjBPtGeO1k8L3juVrZg)** Modify the duration, capacity, and dates for a sprint in Collaborative Work Management. * **[Delete a sprint in CWM](https://www.servicenow.com/docs/DdVMKIgcjX8IdqUGlsB8oA)** Delete individual sprints from Sprint planning in Collaborative Work Management so that your Board reflects the changes in your planning priorities. * **[Create work items for sprints in CWM](https://www.servicenow.com/docs/6mUL6r8Fl2_h97XpxPiJHg)** Create and add new work items to a sprint directly from the Sprint planning view of Collaborative Work Management. * **[Generate acceptance criteria for stories in CWM](https://www.servicenow.com/docs/7cCWUAcQw~sxvCYCsHYz6Q)** Create clear, comprehensive, and testable acceptance criteria for user stories without writing them manually in Collaborative Work Management (CWM). Review and refine suggested options to ensure they meet your requirements. * **[Plan work items into sprints in CWM](https://www.servicenow.com/docs/C6S1KITrenXZwXiu7evPEw)** Schedule stories and other CWM tasks from the backlog into sprints or move work across sprints in Collaborative Work Management. * **[Start or complete a sprint in CWM](https://www.servicenow.com/docs/UKRVejs4n~ILLqdpAFvr~g)** Start a sprint so that your team can start work on the planned items. After your team finishes the assigned work, you can mark this sprint complete, all directly from the Sprint planning view in Collaborative Work Management. * **[Create a retrospective board for a sprint in CWM](https://www.servicenow.com/docs/RIytwnk5paMirC7i~9LBwQ)** When marking a sprint complete, choose to create a sprint retrospective board for your team to collaborate and reflect on the recent sprint in Collaborative Work Management.