1. Release Management
  2. Get started
Get started

Get Release Management running in four steps.

Set up a small release case and rehearse the delivery review.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Release Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Release Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started and use Proto to configure Release Management for your team. Name the delivery lead, project manager, task owners and time approver.

Prepare the first operating cycle

Create one project and a release package with an owner and dates. Add tasks, a pending deployment window, an issue with severity and a submitted time entry. Decide where the deployment result and supporting files will be linked.

Review before release

Move a task through review, triage the issue and inspect its receipt. Submit a valid time entry, inspect its automatic approval and test an invalid attempt. Then inspect the project, package and window together in Operations Overview before recording the window outcome.

Set up Release Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started