In XL Release, the release flow editor shows the phases and tasks in the release and allows you to add, move, edit, and delete them. To go to the release flow editor, open a template or release and select Release Flow from the Show menu.

Release Flow Editor

Working with phases

In the release flow editor, you can work with phases:

  • Add a phase by clicking Add phase
  • Move a phase by dragging and dropping it
  • Edit a phase by clicking Phase edit button on the phase header
  • Delete a phase by clicking Phase delete button on the phase header

Note that you cannot move, edit, or delete a phase that has already been completed.

Working with tasks

In the release flow editor, you can also work with tasks:

  • Add a task by clicking Add task in the desired phase
  • Move a task by dragging and dropping it (unless it is complete)
  • Edit a task’s details by clicking it
  • Assign a task to yourself by clicking Task action menu
  • Change a task’s type by clicking Task action menu
  • Skip, fail, duplicate, or delete a task by clicking Task action menu

In an active release, Active task indicator indicates the task that is currently active. Note that you cannot move, edit, or delete a task that has already been completed.

Differences between templates and releases

You use the release flow editor for templates, planned releases, and active releases, but there are some differences in the actions that are available:

Action Description Available in…
Add Phase Add a new phase after the last phase; you can drag and drop phases to rearrange them Template
Planned release
Active release
New Release Create a new release from the template Template
Start Release Start a release that is in the planned state. Planned release
Abort Release Stop a release that is active, and abort it. Planned release
Active release
Restart Phase Abort a phase in a release that is active and restart the release from any past phase Active release
Export Excel Download the current release in Microsoft Excel format (.xlsx) Planned release
Active release
Export XLR Download the template in ZIP format; you can import a template in the Template Overview Template
Export Releasefile Download the template in Releasefile format Template