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Managing iterations in projects (beta)

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

Note: Projects (beta) is currently in public beta and subject to change.

About iterations

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.

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

Creating an iteration field

You can create an iteration field using the command palette or the project's interface.

  1. To open the project command palette, press Command+K (Mac) or Ctrl+K (Windows/Linux). Start typing any part of "Create new field". When "Create new field" displays in the command palette, select it.

    Alternatively, click in the rightmost field header. A drop-down menu with the project fields will appear. Click New field.

  2. In the text box, enter a name for the new iteration field.

  3. Select the dropdown menu below and click Iteration.

  4. Optionally, if you want to change the starting date from the current day, select the calendar dropdown next to "Starts on" and click on a new starting date.

  5. To change the duration of each iteration, type a new number, then select the dropdown and click either days or weeks.

  6. Click Save & create.

Adding new iterations

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

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.
  3. In the menu, click Settings to access the project settings.
  4. Click the name of the iteration field you want to adjust.
  5. To change the name of an iteration, click on the name and start typing.
  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.
  7. Optionally, to delete an iteration, click .
  8. Click Save changes.

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.
  3. In the menu, click Settings to access the project settings.
  4. Click the name of the iteration field you want to adjust.
  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.