Versions/Milestones

What are versions/milestones

With Vault Synapse, it’s easy to track all the versions under a client’s project. You can view its name, a description, whether it’s been released yet, its state, and more.

To see versions/milestones, go to the Clients module and click the Boards tab in a client’s page.

Select the board that you want to view versions/milestones for.

Click the Milestones tab inside of a specific board. You will be presented with valuable information regarding the versions/milestones. You can also create a new version directly from this page.

You can filter grids. Use filters to help narrow down your search.

By clicking on versions in the milestones view, it will take you to a specific version dashboard.

The columns in the grid are optional and are based on your configuration. Click the link to find out how to customize the view. 

You can see this information from the versions/milestones view:

• Description – The description of a version.
• End Date – The end date of the version.
• Is Released – Shows the release state.
• Name – The name of the version.
• Release Date – The date when the version was released.
• Start Date – The start date of the version.
• State - Versions can be active or inactive. This column shows the state of the version.
• Task Count – Shows the number of tasks of the version.

Note! The Versions/Milestones module can be turned off in the Organization Configuration by an administrator.

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.  

How to create a new version

To create a new version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that you want to create a new version for.

Click the Milestones tab in the board and click Add New.

An Add New Milestone modal window will pop up.

Fill out the fields about the new version:

• Name (required) – Give the version a name.
• Start Date – Define the start date of the version. In the board settings you can define if this field is mandatory to fill out or not.
• End Date – Define the end date of the version. In the board settings you can define if this field is mandatory to fill out or not.
• Release Date – Define the release date of the version. In the board settings you can define if this field is mandatory to fill out or not.
• Description – Add a more detailed description of the version here.

Review the information and click Save.

How to edit a version

To edit a version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has a version that you want to edit.

Click the Milestones tab in the board. Find the version you wish to edit. Click … at the end of the selected version row and click edit.

An Edit Milestone modal window will pop up.

Update the relevant information and click Save. 

How to delete a version

To delete a version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has the version you want to delete.

Click the Milestones tab in the board. Find the version you wish to delete. Click … at the end of the selected version row and click delete.

To minimize the risk of accidental deletion, you must confirm your intention to delete the version. The version you are going to delete must be replaced by another version from the same client board. Select a version from the dropdown menu and click OK. After confirmation, the version will be deleted.

How to release a version

To release a version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has the version you want to release.

Click the Milestones tab in the board. Find the version you wish to release. Click … at the end of the selected version row and click edit.

An Edit Milestone modal window will pop up.

Tick the box at the bottom that says Is Released and click Save.

What is a version dashboard

A version dashboard allows you to configure version widgets in a way that suits your business needs. You can export tickets to excel, copy data, or show/hide analytics from this screen. With a quick glance you can view version information, open tasks, assignees, task status, KPIs, and more. 

To see a version dashboard, go to the Clients module and click the Boards tab in a client’s page.

Select the board for which you want to view the versions dashboard.

Select the version whose dashboard you want to view.

You will be presented with valuable information about the version. 

How to export version tickets to Excel 

To export version tickets to Excel, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has the version tickets you want to export to Excel.

Click the Milestones tab in the board and select a version.

Click … on the right side of the version dashboard screen and click export to excel. It will then generate an Excel file for tickets in the given version. 

How to copy data from a version

To copy data from a version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has the version you want to copy data from.

Click the Milestones tab in the board and select a version.

A list of all the tasks will then appear. Click … on the right side of the version dashboard screen and click copy data. All tickets from the version can be copied at the same time to email, Excel, Notepad, or anywhere else. It will copy the Task ID and a summary of the tasks.

How to show/hide analytics in a version

To show/hide analytics in a version, go to the Clients module and click the Boards tab in a client’s page.

Select the board that has the version whose analytics you want to show/hide.

Click the Milestones tab in the board and select a version.

Click … on the right side of the version dashboard screen and click show/hide analytics.

The dashboard with widgets will appear. Click the link to find out more about client widgets.