Creating & Managing Cycles
Cycles are created inside a project by any user with the Manage cycles permission. This page covers the cycles listing, how to create and edit cycles, and how to delete them.
The cycles listing page
Navigate to your project and click Cycles in the sidebar. The page has two tabs:
Active tab
Shows all cycles that are Upcoming or Active in a hierarchical tree view. Each row displays:
- The cycle type icon and cycle name (click to open the detail page)
- A status badge — Upcoming, Active, or Past due
- The date range (start and end dates, if set)
- A description (first 100 characters, if provided)
- A progress bar showing test result breakdown by status, with a completion percentage
Parent–child relationships are shown with indentation so you can see the full cycle hierarchy at a glance. See Sub-Cycles for details on nesting.
Completed tab
Shows all completed cycles in a searchable list. Use the search field to filter by cycle name.
An analytics sidebar appears alongside the list with three cards:
- Completed summary — on-time completion rate, total completed count, and number of past-due completions.
- Completion trend — a month-by-month timeline of completions over the last six months.
- Completed by type — breakdown of completed cycles grouped by cycle type.
Creating a cycle
- On the cycles listing page, click New Cycle.
- Fill in the form fields described below.
- Click Create.
The new cycle appears on the Active tab with an Upcoming status.
Form fields
| Field | Required | Description |
|---|---|---|
| Cycle name | Yes | A descriptive name, e.g. Sprint 42 or v2.1 Release. |
| Type | Yes | Select from the cycle types available for this project. The workspace default type is pre-selected. |
| Parent | No | Optionally nest this cycle under a parent. Up to 3 levels of nesting are supported. See Sub-Cycles. |
| Start date | No | When the cycle is expected to begin. You can also set this later via the Start action. |
| End date | No | The target completion date. Cycles past this date without being completed show a Past due badge. |
| Description | No | Optional notes about scope or goals (up to 100 characters). |
Editing a cycle
Click the three-dot menu on any cycle row and select Edit. The same form opens with the current values pre-filled.
All fields are editable with one exception:
Start date is locked after the cycle is started. Once a cycle moves to the Active state, its start date cannot be changed. The end date can always be adjusted.
Deleting a cycle
Click the three-dot menu on any cycle row and select Delete. A confirmation dialog appears.
Deleting a cycle:
- Removes the cycle permanently.
- Unlinks any test runs and explorations that were associated with the cycle (the runs and explorations themselves are not deleted).
Deletion cannot be undone. Make sure you no longer need the cycle before confirming.
Quick actions on the listing page
Each cycle row has contextual action buttons based on its current status:
| Current status | Available actions |
|---|---|
| Upcoming | Start, Add Sub Cycle, Edit, Delete |
| Active | Complete, Add Sub Cycle, Edit, Delete |
| Completed | Reopen, Edit, Delete |
See Lifecycle for details on starting, completing, and reopening cycles.
Permissions
| Action | Permission required |
|---|---|
| View cycles and the listing page | View cycles |
| Create, edit, delete, start, complete, or reopen cycles | Manage cycles |
If you do not have the View cycles permission, the Cycles page shows a permission message instead of the listing.