Releasing a Version (draft for 5.8.3)

Creating and Releasing a Version from the Task Board

To create and release a new Version from the Task Board,

1. Log into JIRA.
   You will need to have the JIRA 'Project Administrator' permission in the project whose issues are to be included in the version.
2. Select Agile > Classic in the top navigation bar. Then select Classic Task Board from the drop-down below the project name.
3. Select your project from the project dropdown in the top left of the planning board (above the 'Task Board' dropdown), if it is not already selected. The 'Task Board' will refresh with information for your project.
4. From the 'Views' menu, select 'Compact (Kanban)'.
5. In the 'Done' column, click the icon (which will appear at the top right of the column when you hover over it).
6. Select 'Release' from the drop-down menu. The 'Release Done from <Version>' window will display (see Screenshot 1below). Complete the fields as follows:
   • 'Version name' — Enter a short name for your new version. For details, see the JIRA documentation on Adding a Version.
   • 'Start date' (optional) — Enter the start date for your new version. This will default to the date of the first transition of a card presently in the 'Done' column.
   • 'End date' (optional) — Enter the end date for your new version. This will default to today's date.
   • 'Release date' (optional) — Enter the date of release for your new version. This will default to today's date.
   • 'Description' (optional) — Enter a longer description for your new version. For details, see the JIRA documentation on Adding a Version.
7. Click the 'Release' button to save your new version and mark it as 'released' throughout JIRA and GreenHopper.

Screenshot 1: Releasing a version from the Task Board

Creating and Releasing a Version from the Rapid Board

To create and release a new Version from the Rapid Board,

1. Login to JIRA.
   You will need to have the JIRA 'Project Administrator' permission in the project(s) whose issues are to be included in the version.
2. Click 'Agile' >  'Rapid Board' in the top navigation bar.
3. Click the 'Release' button at the top of the 'Done' (rightmost) column. The 'Release' window will display (see Screenshot 2 below). Complete the fields as follows:
   • 'Version name' — Enter a short name for your new version. For details, see the JIRA documentation on Adding a Version.
   • 'Release date' (optional) — Enter the date of release for your new version. This will default to today's date.
   • 'Description' (optional) — Enter a longer description for your new version. For details, see the JIRA documentation on Adding a Version.
4. Click the 'Release' button to save your new version and mark it as 'released' throughout JIRA and GreenHopper.

Screenshot 2: Releasing a version from the Rapid Board

Releasing a Version from the Planning Board

To release a pre-existing Version from the Planning Board,

1. Login to JIRA.
   You will need to have the JIRA 'Project Administrator' permission in the project whose issues are to be included in the version.
2. Select Agile > Classic in the top navigation bar. Then select Classic Planning Board from the drop-down below the project name.
3. Select your project from the project dropdown in the top left of the planning board (above the 'Planning Board' dropdown), if it is not already selected. The 'Planning Board' will refresh with information for your project.
4. Select 'Version' mode (see Using Planning Board Modes).
5. In the 'Statistics' column at the right of the screen, click the box representing the version you wish to release. Then click the icon (which will appear at the top right of the selected box when you hover over it) to display a drop-down menu. Select 'Release'. A snapshot of all of the charts associated with this version will also be captured (before any issues are swapped). You will be able to access these snapshots via your Released Board.
   
   • If the version contains unfinished issues, you will be prompted to either ignore them and proceed with the release, or move the unfinished issues to another version of your choice.