4DX Planning
Plan sprints, epics, and backlogs, then track velocity, standups, and retrospectives.
4DX Planning
4DX Planning is the agile workspace for sprints, epics, backlogs, velocity, standups, and retrospectives. Work still belongs to projects and tasks; this module schedules and tracks it in iterations.
Navigation
- 4DX Planning: /agile?tab=sprints
- Sprint detail:
/agile/sprints/{id} - Epic detail:
/agile/epics/{id} - Backlog detail:
/agile/backlogs/{id} - Settings: /settings/agile
Hub tabs: Sprints, Epics, Backlogs, Velocity, and Team Updates.
What 4DX Planning Contains
- Sprints with boards, burndown, and sprint reports.
- Epics across one or more projects.
- Backlogs of unscheduled work.
- Velocity for completed sprints.
- Standups and team updates.
- Retrospectives and releases on completed sprints.
Sprints
A sprint is a time-boxed iteration. Create one from New Sprint.
| Field | Meaning |
|---|---|
| Name | Sprint name. |
| Projects | One or more projects in scope. |
| Epics | Optional epics included in the sprint. |
| Collaborators | Owners and collaborators. |
| Start and end | Sprint window. |
| Estimation model | Linear, exponential, Fibonacci, or effort-derived. |
| Visibility | Internal only or client visible. |
| Status columns | Kanban columns, including the Done column. |
Sprint Status
| Status | Meaning |
|---|---|
| Planned | Not started. |
| Active | In progress. |
| Completed | Finished. |
| Cancelled | Stopped without completing. |
If draft approval is required, approve the sprint before starting it.
Sprint detail includes Overview, Board, Standups (active or completed), Retrospective (completed), and Releases (completed).
Epics
An epic groups related work across tasks and sprints.
| Field | Meaning |
|---|---|
| Name | Epic name. |
| Description | Scope and outcome. |
| Owner | Person accountable for the epic. |
| Status | Planned, active, on hold, completed, or cancelled. |
| Dates | Optional start and end. |
| Projects | Projects in scope. |
Epic detail includes a dashboard with progress, charts, and a forecast, plus a tasks list.
Backlogs
A backlog holds unscheduled work. Scope it to projects and epics, or leave the scope empty to include all unscheduled tasks.
Backlog detail includes a reorderable task list and a dashboard.
Velocity and Team Updates
- Velocity compares committed vs completed points for completed sprints, with average and rolling average. Filter by project.
- Team Updates rolls up standup notes, blockers, and contributors across sprints.
Common Workflows
Create and Start a Sprint
- Open 4DX Planning.
- Create a sprint and select projects, dates, and estimation model.
- Add tasks from the backlog or create them on the sprint.
- Approve the sprint if draft approval is required.
- Start the sprint.
Work the Sprint Board
- Open the sprint.
- Open the Board tab.
- Group by status, assignee, priority, or epic.
- Filter by search, assignee, due date, or drafts.
- Drag tasks between status columns.
Complete a Sprint
- Open an active sprint.
- Complete the sprint.
- Send unfinished work to the backlog or another sprint.
- Optionally add a retrospective: what went well, what to improve, and action items.
Run a Standup
- Open an active sprint.
- Open Sprint Standup or the Standups tab.
- Record yesterday, today, and blockers.
- Review rollups on Team Updates.
Settings
Configure defaults at /settings/agile:
- Enable epics, sprints, and backlogs.
- Default estimation model, sprint duration, and visibility.
- Default status columns.
- Multi-project sprints and epics.
- Require draft approval before start.
- Allow editing sprint points after start.
- Auto-calculate points from effort.
- Sprint starting-soon reminders.
- Optional AI-drafted standups.