Create WM Release

Published on August 24, 2026 Agile Manager

Creating a WM Release

A WM (Work Management) Release represents a major version or deployment of your product. Releases help you organize work into deliverable milestones, plan timelines, and track progress across your team. Each release can contain multiple sprints and stories.

🚀 Create a New WM Release

Follow these steps to create a new release:

Open Agile Manager
Click the App Launcher (9-dot grid icon) in the top left corner of Salesforce and select Agile Manager.
Navigate to WM Releases
Click on the WM Releases tab in the navigation menu to view all releases, or select the releases list from a WM Project record.
Click New Release
Click the New button in the top right corner to open the new release form.
Fill in Release Details
Enter the following information:
- Release Name: A descriptive name for the release (e.g., "v2.0.0", "Q3 Feature Release")
- Project: Select which WM Project this release belongs to
- Description: Briefly describe the goals and major features in this release
- Release Date: Set the planned release or go-live date
- Status: Mark as Planned, In Progress, or Completed
Save the Release
Click Save to create your new release. It will now appear in your releases list.

WM Releases Tab in Agile Manager

📌 Next Steps After Creating a Release

Once your release is created, you can:

Create Sprints: Add sprints to the release to break it into shorter work cycles
Add User Stories: Create stories that will be delivered in this release
Assign Team Members: Invite people to work on this release
Track Progress: Monitor sprint burndown and release health from the dashboard

📋 Release vs. Sprint: What's the Difference?

Release: A major product version (e.g., v1.0, v2.0). Typically spans weeks or months and contains all features for a deployment.
Sprint: A shorter work cycle (usually 1-2 weeks) that groups related work within a release. A release contains multiple sprints.

Creating a New WM Release Form

❓ Troubleshooting

Can't find the WM Releases tab? Make sure you have the Agile Manager User permission set assigned. See How to Assign Permission Sets in Agile Manager.

Project field is not populating? You must first create a WM Project before you can link it to a release. See Creating a WM Project for instructions.

Save button is disabled? Check that all required fields (marked with *) are filled in. Release Name and Project are typically required.

Knowledge Article Number: KA-00359