Planyway for Jira Cloud Guide

Planyway Portfolio and Calendar for Jira helps you schedule multiple projects on a timeline, build product roadmaps, manage team workload, track deadlines to deliver work on time. Here’s the quick start guide to help you settle in straight away.

Installation

There are multiple ways you can add Planyway Portfolio and Calendar for Jira to your Jira projects.

  1. In the Jira Apps dropdown menu, click Find new apps and type Planyway. Click on Try it free to install the app:
Planyway for Jira Cloud Guide Install Planyway App
  1. Atlassian Marketplace. Click on Try it free, then select a site to install the app:
Planyway for Jira Cloud Guide Install Planyway App Marketplace

Once you add Planyway to Jira, you’ll see it on the left side panel of your project. To start using Planyway, click on its icon.

Planyway for Jira Cloud Guide Planyway App Button

Connect Planyway and Jira dates

Before going ahead with planning, you’ll be asked to link Planyway dates with Jira’s start and due dates. Planyway will give you instructions on what to do depending on the project type you have.

Planyway for Jira Cloud Guide Connect Jira Dates
  • For Team-managed projects: make sure to add start and due dates to each issue type.
  • For Company-manages projects: make sure to associate start and due dates to all related screens.

If dates aren’t configured for some connected projects, you’ll see the red warning sign next to them in the sidebar. Click on the project to link the dates.

Planyway for Jira Cloud Guide Warning Dates

To learn more about connecting different projects to Planyway, skip ahead to the Multi-Project View paragraph.

Planyway Overview

Planyway for Jira Cloud Guide Planyway Overview
  1. Views: calendar, timeline. Group issues on the timeline by user, project or disable any grouping to see all issues in the scope. Open the calendar to see your monthly agenda.

  2. Connected projects. Connect your Jira projects to manage all issues in one place.

  3. Task panel. Switch between the connected projects. Drag and drop issues to the calendar or timeline and stretch to schedule or change duration.

  4. Filters. Filter issues by members, labels, statuses and issue types.

  5. Complete status filter. Filter to see all incomplete or completed issues.

  6. Settings. Refresh Planyway for the instant update, set your working days and save your timeline or calendar to PDF via Print.

  7. Fields. Refresh Planyway for the instant update, set your working days and save your timeline or calendar to PDF via Print.

  8. View settings. Highlight today, hide weekends, display milestones and releases.

Timeline view

Timeline in Planyway allows you to group issues by user and project. Also, you can disable any grouping to have the general overview.

Planyway for Jira Cloud Guide Planyway Timeline

You can plan tasks for different users at a time. Click the Users dropdown menu on the left of the timeline to select or hide users.

Planyway for Jira Cloud Guide Select Users Timeline

Enable additional fields to easily spot when issues are set to begin, when they're due or what project they belong to.

Planyway for Jira Cloud Guide Card Fields

Calendar view

When you need to check your monthly schedule, open the calendar. To switch to any month, open the corresponding drop-down menu.

Planyway for Jira Cloud Guide Calendar View

Click the arrow buttons («, ‹, ›, ») to scroll between days, weeks and months. Click Today at any time to return to the current date.

Task panel

Choose the view of your task panel. Kanban would allow you to move cards between columns and List view would list all project issues according to the dates.

Planyway for Jira Cloud Guide Task Panel

Use the search to find issues that seem to be getting out of your sight. You can also filter the task panel to see all issues or only the unscheduled ones.

Planyway for Jira Cloud Guide Unscheduled Tasks

Scheduling issues in Planyway

There are several ways to add a new issue to Planyway:

  • Click on date and time on the timeline or calendar to create a new issue
  • Click “+ Add” in the top right corner of the workspace
Planyway for Jira Cloud Guide Add Task
  • Drag and drop issues from the task panel to the timeline
  • Add Planyway dates to an issue in your project
Planyway for Jira Cloud Guide Planyway Dates

To reschedule multiple issues at the same time, hold down Ctrl, select issues and move them to a new date:

Track statuses

Filter issues based on their completed or incomplete statuses. Click All issues in the top right below Filters to choose the status option. Spot items that were left behind, or check how many issues have been resolved by now.

Planyway for Jira Cloud Guide Track Statuses

Multi-Project View

In Planyway you can work with issues from several projects. Click + next to Projects in the sidebar to choose those you want to connect.

Planyway for Jira Cloud Guide Multiproject View

To switch between issues of different projects, use the dropdown menu at the top left of the task panel.

Planyway for Jira Cloud Guide Multiproject Task Panel

Releases

View and monitor the progress of your Releases right on the timeline.

Planyway for Jira Cloud Guide Releases

Milestones

Milestones are a great way to highlight key dates and keep your team aligned with goals and deadlines. To enable milestones, click the view settings icon in the navigation bar. Then, choose Milestones to add a milestone lane above all your team members or boards. To create a milestone, click any date in a milestone lane where you want to add it. You can name milestones, add particular time and set them as completed.

Filters

Click the Filter button in the top-right corner and choose a filter type. Issues that don’t match the filter will be hidden from the view.

Planyway for Jira Cloud Guide Filters

And now you’re good to go! Happy planning :)

If you have any concerns or suggestions, please email us at support@planyway.com.

Suggestions, feature request, bug report?