You can create a release from a template by:

  • Selecting Design > Folders from the top bar, locating the template, and clicking New release
  • Selecting Design > Templates from the top bar, locating the template, and clicking New release
  • Clicking New Release on the template when it is open in the release flow editor
  • Clicking New Release from Template on the template overview (in XL Release 5.0.x and eariler)

When you create a release from a template, it is first in a planned state. This is important because, before the release starts and users are notified by email that tasks are assigned to them, the release owner must:

  1. Assign values to variables
  2. Populate the release teams or revise the members of the teams
  3. Optionally set scheduled start and due dates on tasks
  4. Revise dependencies on other releases (dependencies can only be set on active releases, so they are not specified in the template)