Create WM Release

Creating a WM Release

A WM (Work Management) Release record allows you to group, schedule, and track a specific release cycle or deployment within Agile Manager.

Step-by-Step Instructions

1. Open Agile Manager: Navigate to the App Launcher (the 9-dot grid icon) in Salesforce and select the Agile Manager app.
2. Go to WM Releases: Click on the WM Releases tab in the main navigation bar or a related list on WM Project record.
3. Create a New Record: Click the New button located in the top-right corner of the list view to open the creation screen.
4. Enter Release Details: Fill in the information exactly as shown in your on-screen layout (refer to the screenshots in the original article for the exact fields configured in your org).
5. Save: Click Save to finalize and create your new WM Release.