Use templates to schedule issues and releases
Templates allow you to create repeatable stages for your issues and releases. Stages have their start date, end date, and status, and are visible using the Swanly roadmap view or report panels; you can manually track their status.
You can also use templates as filters in the list view or roadmap view, and group the roadmap by templates.
Use templates and stages for issues
For bigger issues like initiatives, programs, or epics, you can use stages to plan and track transition phases. For example: preparation, initiation, planning, phase 1.0, phase 2.0, and closure.
For small issues such as stories, you can use stages to represent and track the repeatable activities required to deliver them. For example, a marketing campaign will go through several phases during its lifecycle: pre-launch, soft-launch, maintain, test, and measure.
Use templates and stages for releases
Release templates can be used to tag various types of releases that go through different processes.
For example, hotfixes are different from the usual release, or a web app release differs from a mobile phone app release. Templates can also be used when different teams or projects follow different release processes.
Release stages are repeatable activities required to release each version. Depending on your team practices, you may have common stages such as UAT, integration, smoke testing, alpha and beta release, market content creation, documentation update, and so on.
How to create templates
Templates for Issue and Release views are independent
Issues and releases have their own templates, allowing you to create an independent process for each.
To set up templates, navigate to Apps > Swanly roadmaps.
Choose the Issue or Release view based on whether you want to create templates for your issues or releases.
Go to Swanly Settings > Templates.
Click Create new template.
Name your template and click Save.
Click +Add new stage to create the stage.
Give your stage a name; you can add a default stage duration and set the color, then save it.
You can create as many stages and templates as you need. Once you create your templates, you can start using them for your issues and releases.
Assign stages to the issue and draw them on the roadmap
You can assign templates to your issues when scheduling them on the roadmap or by editing the dates in the issue report view.
Add stages when scheduling issues on the roadmap
Click +Add issue in the Issue view.
Find the issue you want to add stages to (you can only view issues that aren’t scheduled yet).
Click Schedule.
Select the template in the Template drop-down.
Click Add stages and fill in the dates.
Click Save.
The issue is now scheduled on the roadmap, together with the stages.
Edit stage dates from the issue report view
To edit the assigned template and stage dates from your issue detail, select the issue in the roadmap or in List view.
Select the template in the Template drop-down.
To schedule stages, click Edit stage dates.
Add dates to stages.
Click Save.
Assign stages to the release and draw them on the roadmap
You can assign templates to the release when scheduling them on the roadmap or by editing the dates in the release report view.
Add stages when scheduling a release on the roadmap
Click +Add issue in the Issue view.
Find the issue you want to add stages to (you can only view issues that have yet to be scheduled).
Click Schedule.
Select the template in the Template drop-down.
Click Add stages and fill in the dates.
Click Save.
The release is now scheduled in the roadmap, together with the stages.
Edit stage dates from the release report view
To edit the assigned template and stage dates from your issue detail, select the issue in the roadmap or in List view.
Select the template in the Template drop-down.
To schedule stages, click Edit stage dates.
Add dates to stages.
Click Save.