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How to create a Sprint from a template

Start a new sprint from a personal or global sprint template so its sessions and agendas are copied for you.

A sprint template is a reusable sprint with its sessions already planned. Creating a sprint from a template copies every session, with its agenda items and resources, into a new sprint you can edit.

Before you start

  • The templates you can pick depend on your license. Free and Basic users only see templates marked for their license. Your own sprint templates are always listed when they match.
  • The new sprint is created in the workspace that is selected in the workspace switcher (the narrow strip on the far left): My Work or a team.

Steps

From the Create sprint window

  1. In the Instigator sidebar, click Sprints, then click Create sprint.
  2. Under Make a sprint from, select Template.
  3. Choose a template from the dropdown that appears.
  4. Enter a Name (required) and, if you want, a Challenge statement and Start date.
  5. Click Create a Sprint. The new sprint opens with the template's sessions already in it.

From the Template library

  1. In the sidebar, click Template library and open the Sprints tab.
  2. Use the search box or Filter (by Tags or Next Cycle Tags) to find a template.
  3. Click the ... menu on the template's row and click Create sprint from template. You can also open the template and click the Create sprint from template button.
  4. Confirm with OK when asked "Are you sure?".
  5. The new sprint opens. Its name starts with "Created from". Click Edit sprint to rename it and set its dates.

What gets copied

  • All sessions of the template, including agenda items and resources.
  • The challenge statement.
  • Any sprint reports saved in the template.

The copy is a normal sprint, so changing it does not change the template.

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