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About iteration fields

You can create iterations to plan upcoming work and group items.

You can create an iteration field to associate items with specific repeating blocks of time. Iterations can be set to any length of time, can include breaks, and can be individually edited to modify name and date range. With projects, you can group by iteration to visualize the balance of upcoming work, use filters to focus on a single iteration, and sort by iteration.

You can filter for iterations by specifying the iteration name or @current for the current iteration, @previous for the previous iteration, or @next for the next iteration. You can also use operators such as >, >=, <, <=, and ... For example, iteration:>"Iteration 4" and iteration:<@current. For more information, see "Filtering projects."

When you first create an iteration field, three iterations are automatically created. You can add additional iterations and make other changes on your project's settings page.

Screenshot showing the settings for an iteration field

Adding an iteration field

  1. In table view, in the rightmost field header, click . Screenshot showing new field button
  2. Click New field. Screenshot showing new field menu item
  3. Type the name of your new field. Screenshot showing the field name
  4. Select Iteration Screenshot showing the iteration option
  5. Optionally, if you don't want the iteration to start today, select the calendar dropdown next to "Starts on" and choose a new start date. Screenshot showing the iteration start date
  6. To change the duration of each iteration, type a new number, then select the dropdown and click either days or weeks. Screenshot showing the iteration duration
  7. Click Save. Screenshot showing save button

Alternatively, open the project command palette by pressing Command+K (Mac) or Ctrl+K (Windows/Linux) and start typing "Create new field."

Adding new iterations

  1. Navigate to your project.
  2. In the top-right, click to open the menu. Screenshot showing the menu icon
  3. In the menu, click Settings to access the project settings. Screenshot showing the 'Settings' menu item
  4. Click the name of the iteration field you want to adjust. Screenshot showing an iteration field
  5. To add a new iteration of the same duration, click Add iteration. Screenshot the "add iteration" button
  6. Optionally, to customize the duration of the new iteration and when it will start, click More options, select a starting date and duration, and click Add. Screenshot the add iteration options form
  7. Click Save changes. Screenshot the save button

Editing an iteration

You can edit iterations in your project settings. You can also access the settings for an iteration field by clicking in the table header for the field and clicking Edit values.

  1. Navigate to your project.
  2. In the top-right, click to open the menu. Screenshot showing the menu icon
  3. In the menu, click Settings to access the project settings. Screenshot showing the 'Settings' menu item
  4. Click the name of the iteration field you want to adjust. Screenshot showing an iteration field
  5. To change the name of an iteration, click on the name and start typing. Screenshot an title field to rename an iteration
  6. To change the date or duration of an iteration, click on the date to open the calendar. Click on the start day, then click the end day, and then click Apply. Screenshot showing iteration dates
  7. Optionally, to delete an iteration, click . Screenshot the delete button
  8. Click Save changes. Screenshot the save button

Inserting a break

You can insert breaks into your iterations to communicate when you are taking time away from scheduled work. The duration of a new break defaults to the length of the most recently created iteration.

  1. Navigate to your project.
  2. In the top-right, click to open the menu. Screenshot showing the menu icon
  3. In the menu, click Settings to access the project settings. Screenshot showing the 'Settings' menu item
  4. Click the name of the iteration field you want to adjust. Screenshot showing an iteration field
  5. On the dividing line above an iteration and to the right, click Insert break. Screenshot showing location of "Insert break" button
  6. Optionally, to change the duration of the break, click on the date to open the calendar. Click on the start day, then click the end day, and then click Apply.
  7. Click Save changes. Screenshot the save button