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.

Installation

There are multiple ways you can add Planyway 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 Guide Install Planyway App
  1. Atlassian Marketplace. Click on Try it free, then select a site to install the app:
Planyway for Jira 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 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 Guide Connect Jira Dates
  • 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.

Planyway for Jira 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 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 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.
  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. Add informative fields that will be shown on cards visible on the timeline/calendar, like dates, project name, status, estimated and logged time.
  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 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 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 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 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.

Time tracking

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.

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.

Planyway for Jira Guide Calendar View

We have a help article that explains how it works in more detail, check it out here.

Task panel

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.

Releases and Epics will be shown in the independent columns for easier focus on the high-level goals.

If you connect multiple projects to Planyway, you can switch between issues and boards of those projects right in the task panel.

Planyway for Jira Guide 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. Place the panel at the bottom or at the side of the timeline/calendar.

Planyway for Jira 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 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 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 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 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 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 Guide Multiproject Task Panel

Releases

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

Planyway for Jira 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 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.

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