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Release Planning with MCP: Build a Release Checklist from Tasks

Plan releases by collecting tasks, generating checklists, and drafting release notes using MCP. This guide shows you how to gather release tasks, create comprehensive checklists, and add release-notes drafts as comments—with variants for hotfix vs major releases.

What This Workflow Accomplishes

Release planning with MCP streamlines release preparation:

Key Outcomes

  • Task collection: Gather all tasks planned for a release
  • Checklist generation: Create comprehensive release checklists
  • Release notes: Draft release notes from completed tasks
  • Release variants: Handle hotfix vs major release workflows
  • Documentation: Add release notes as task comments for tracking

Prerequisites

Before using this workflow, ensure you have:

Step-by-Step Workflow

Step 1: Collect Release Tasks

Start by gathering tasks planned for the release:

Task Collection Prompt

"Collect tasks for release [Release Name/Version]: - Tasks in project [Project Name] with status 'done' - Tasks with tag '[release-tag]' - Tasks with milestone '[milestone]' - Tasks completed since [date] Show me the list of tasks that will be included in this release."

What the AI does:

  1. Calls list_tasks with filters for release scope
  2. Filters by project, status, tags, or dates
  3. Groups tasks by category or feature
  4. Presents release task list

Step 2: Generate Release Checklist

Create a comprehensive release checklist:

Checklist Generation Prompt

"Generate a release checklist from the collected tasks. Include: - Pre-release checks (testing, documentation, dependencies) - Task verification (all tasks completed, reviewed) - Deployment steps - Post-release tasks (monitoring, communication) Organize the checklist by phase and make it actionable."

What the AI does:

  1. Analyzes collected tasks
  2. Generates pre-release, release, and post-release checklist items
  3. Organizes checklist by phase
  4. Presents comprehensive checklist

Step 3: Draft Release Notes

Create release notes from completed tasks:

Release Notes Drafting Prompt

"Draft release notes for [Release Name]. Based on the collected tasks: - Group tasks by feature or category - Write user-friendly descriptions (avoid technical jargon) - Highlight major features and improvements - List bug fixes - Note breaking changes if any Format as release notes suitable for users or stakeholders."

What the AI does:

  1. Analyzes task titles and descriptions
  2. Groups tasks by feature/category
  3. Translates technical tasks to user-friendly language
  4. Formats as release notes

Step 4: Add Release Notes Comment (with Confirmation)

⚠️ Always Confirm Before Posting Comments

When posting release notes as comments:

  • Preview First: Show comment text before posting
  • Confirmation Token: Require "CONFIRM" before adding comment
  • Verify Task: Confirm which task the comment will be added to

Safe Comment Posting Prompt

"Add the release notes as a comment on task [Task ID or Release Task]. But first, show me exactly what comment you'll post. Wait for CONFIRM before adding the comment."

What the AI does:

  1. Formats release notes as comment
  2. Shows comment preview
  3. Waits for "CONFIRM"
  4. Only after confirmation, calls add_task_comment

Complete Workflow Prompts

Here are complete, copy-paste ready prompts:

Full Release Planning Workflow

"Plan release [Release Name]: 1. Collect all tasks for this release (specify criteria: project, tags, dates, status) 2. Generate a release checklist (pre-release, release, post-release) 3. Draft release notes from the tasks (user-friendly, grouped by feature) 4. Show me the checklist and release notes 5. After I approve, format release notes as a comment 6. Show me the comment you'll post 7. Wait for CONFIRM 8. Add the comment to task [Release Task ID] Important: Don't add the comment until I type CONFIRM."

Use this when: You want a complete release planning workflow

Quick Release Checklist

"Generate a release checklist for [Release Name]. Collect tasks from project [Project Name] with status 'done' and create a checklist."

Use this when: You just need a checklist without release notes

Workflow Variants

Variant 1: Hotfix Release

Streamlined workflow for urgent hotfixes:

"Plan a hotfix release: - Focus only on critical bug fixes - Minimal checklist (test fix, deploy, verify) - Brief release notes (bug fix description only) - Fast-track process Generate a hotfix-specific checklist and release notes."

What happens: AI creates streamlined hotfix workflow

Variant 2: Major Release

Comprehensive workflow for major releases:

"Plan a major release: - Include all features, improvements, and bug fixes - Comprehensive checklist (testing, documentation, migration guides) - Detailed release notes with feature highlights - Breaking changes section - Migration notes if applicable Generate a comprehensive major release plan."

What happens: AI creates detailed major release workflow

Variant 3: Feature Release

Focus on specific features:

"Plan a feature release for [Feature Name]: - Collect only tasks related to this feature - Feature-focused checklist - Release notes highlighting the new feature - User-facing benefits and usage Generate a feature-focused release plan."

What happens: AI creates feature-specific release workflow

Example: Complete Release Planning Session

Here's a real example of how a release planning session flows:

User Prompt

"Plan release v2.0.0. Collect all tasks from project 'Q2 Features' with status 'done'. Generate a checklist and draft release notes. Show me both before posting."

AI Response (Release Plan)

Release v2.0.0 Planning

Release Checklist:

  • ✅ All tasks completed and reviewed
  • ✅ Unit tests passing
  • ✅ Integration tests passing
  • ✅ Documentation updated
  • ✅ Release notes drafted
  • ⏳ Deploy to staging
  • ⏳ Staging verification
  • ⏳ Deploy to production
  • ⏳ Post-release monitoring

Release Notes Draft:

v2.0.0 - Major Release

New Features:

  • User authentication system with password reset
  • Dashboard redesign with improved navigation
  • API rate limiting and improved performance

Improvements:

  • Faster page load times
  • Improved mobile responsiveness

Bug Fixes:

  • Fixed login timeout issue
  • Resolved dashboard data refresh problem

Safety Patterns

⚠️ Confirmation Rules for Comment Posting

When posting release notes as comments:

  • Always preview: Show comment text before posting
  • Require explicit confirmation: Use "CONFIRM" token before adding comment
  • Verify task: Confirm which task the comment will be added to
  • Review content: Ensure release notes are accurate before posting

Learn more about safe write workflows →

Troubleshooting

No Tasks Found for Release

Symptom: AI reports no tasks for release

Possible causes:

  • Filter criteria too narrow
  • Tasks in different project/board
  • Tasks not marked as done

Fix: Broaden criteria: "Find all tasks in project [X] regardless of status" or check different projects

Release Notes Too Technical

Symptom: Release notes contain technical jargon

Possible causes:

  • Task descriptions are technical
  • AI didn't translate to user language

Fix: Explicitly request: "Write release notes in user-friendly language, avoid technical terms"

Related Tools

This workflow uses these Corcava MCP tools:

list_tasks

Collect tasks for release

list_projects

Find projects for release scope

add_task_comment

Post release notes as comments

Related Use Cases

Sprint Planning

Plan sprints that lead to releases

Status Reports

Track release progress in status reports

Streamline Release Planning

Connect your AI assistant to Corcava and automate release preparation

Get Started →Tool Reference