Planyway for Jira Guide
Planyway for Jira helps you visually plan out multiple projects on a timeline, track time, build product roadmaps, manage team workload, and meet deadlines to deliver work on time. Here’s the quick start guide to help you settle in straight away.
Step 1. Sync Planyway and Jira dates, connect multiple projects
Sync 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.
- Team-managed projects: make sure to add start and due dates to each issue type.
- Company-managed 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.
To learn more about syncing Trello and Planyway dates, read Sync Jira and Planyway Dates.
Connect multiple projects to Planyway
In Planyway you can work with issues from several projects. Click + next to Projects in the sidebar to choose those you want to connect.
To switch between issues of different projects, use the dropdown menu at the top left of the task panel.
Refer to the task panel and group issues by epic
The task panel in Planyway inherits the structure of your Jira project. So, you can see your sprint issues sorted and prioritized the same way as you have them in Jira
Besides, you can group your issues in the backlog, sprint or board by Epics in the task panel.
If you connect multiple projects to Planyway, you can switch between issues and boards of those projects right in the task panel.
Choose the view of your task panel. Kanban allows you to move cards between columns, and List view lists all project issues according to dates. To place the panel at the bottom or at the side of the timeline/calendar, click Change orientation button just next.
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.
Step 2. View issues on Calendar, group them on Timeline, plan team capacity in Workload
Get the general overview
- Views: calendar, timeline, time tracking, workload, reports. Switch tabs depending on the project stage. Open Calendar to see your monthly agenda. Group issues on Timeline by user or project. Navigate to Workload to plan and distribute team’s capacity. Go to Time tracking to log time. Check out Reports to see the total time spent on issues.
- Connected projects. Connect your Jira projects to manage all issues in one place.
- Task panel. Switch between connected projects. Manage epics and releases in the task panel next to your sprint and board issues and easily drag and drop them to the calendar or timeline to schedule.
- Filters. Filter issues by members, labels, statuses and issue types.
- Complete status filter. Filter to see all incomplete or completed issues.
- Settings. Refresh Planyway for the instant update, set your working days and save your timeline or calendar to PDF via Print.
- Fields. Add informative fields that will be shown on cards visible on the timeline/calendar, like dates, project name, status, estimated and logged time.
- View settings. Highlight today, hide weekends, display milestones and releases.
View issues on Calendar
When you need to check your monthly schedule, open the calendar. To switch to any month, open the corresponding drop-down menu.
Click the arrow buttons («, ‹, ›, ») to scroll between days, weeks and months. Click Today at any time to return to the current date.
Group issues on Timeline by epic, project, or user
Timeline in Planyway allows you to group issues by epic, user and project. Also, you can disable any grouping to have the general overview.
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.
Enable additional fields to easily spot when issues are set to begin, when they're due, what’s their status, what project they belong to. As well as how much time was estimated for each issue and how much was already spent on it.
Manage team’s workload
When you need to have an overview of your team workload, Planyway is there to help. All you need to do is to define the working hours of your team and estimate tasks. Based on these two parameters, Planyway will calculate the daily workload for each member.
We have a help article that explains how it works in more details, check it out here.
Step 3. Schedule issues, use filters and track statuses
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
- Drag and drop issues from the task panel to the timeline
- Add Planyway dates to an issue in your project
To reschedule multiple issues at the same time, hold down Ctrl, select issues and move them to a new date:
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.
Track issue 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.
Step 4. Track time and build reports
Log time spent on issues
Planyway makes it possible to track time by adding work logs manually or by activating the timer in the calendar or list views. Afterwards, you can export work log entries to the Excel or CSV format for further analysis.
Learn more about time tracking in Planyway here.
In the Reports tab, you can see how much time was tracked on issues by a project or user. By default, Planyway will calculate tracked time based on the connected projects:
However, you can filter projects or users by clicking the corresponding buttons above the chart. You’ll be able to select projects that weren’t initially connected to your Planyway as well.
You can specify the time period which you’d like to analyze. Select the 1st date and then click to scroll forward and select the end date.
Once all the preparations are complete, you should see the report of total tracked time for selected projects for the specified time period.
You can see the total tracked time for the chosen time period per project or per user.
Step 5. Monitor releases and keep an eye on milestones
Follow releases (versions)
View and monitor the progress of your Releases right on the timeline. Releases are there to help you follow the progress of upcoming deliveries.
To add Releases to the timeline, click the drop-down menu in the resource panel to the left of the timeline.
The progress of a release will be shown on the timeline.
Milestones are a great way to highlight key dates and keep your team aligned with goals and deadlines.
To enable milestones, click View at the top right of 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.
And now you’re good to go! Happy planning :)