A process checklist contains the milestones
in a release. If you create a process checklist template, you can
use the same process checklist in multiple releases.
About this task
If your release process includes a common set of milestones,
you can create a process checklist template to describe them. These
milestones represent any task or event that is associated with a release
but that is not a deployment task.
Procedure
- Click Release Process, and then
click the Process Checklist Templates tab.
- Click Add New, and, in the displayed
dialog box, supply a name.
- Optional: Enter a description of the process checklist.
- Click Save. The new process checklist template is included in the list.
- Click the process checklist template.
- Click Add Milestone.
- Provide details for the milestone:
- Specify the milestone name.
- From the Role list, select the role that a user must be assigned to
complete the milestone.
- Specify the notes for the milestone.
- In the Date Offset field, enter
the number of days before or after the target release date that the
milestone occurs. If the milestone occurs on the target
release date, specify a Date Offset of 0.
- From the Orientation list, specify
whether the milestone occurs before or after the target release date. If the milestone occurs on the target release date, select After.
- Click Save. The milestone is displayed in the process checklist template.
- In this way, add all the milestones that are associated with the process checklist.
What to do next
You can apply the process checklist template to a lifecycle or an individual
release.