How to use Plans

[Julie Summers]

My Manager has asked me to look in to how we use Plans in JIRA. I was told we have a premium subscription. I need someone to point me to specific learning of "how to" use these.

[Prachi Bolar · Accepted solution]

Hi Julie,

Welcome to community :) 

This is main guide which can help you set up : https://support.atlassian.com/jira-software-cloud/docs/get-started-with-advanced-roadmaps/

The plans will be available here 

Once you click on plans you have option create a demo plan which can give you an over on plans looks 

Here we need to make sure the plan global settings permission are give to user who need it 

These are the global settings 

https://XXXX.atlassian.net/jira/plans/settings/permissions

Based on the permission you set here, the plans can be edited viewed 

Now under each plan created as their own settings as well 

Based on what you set on global level you can give permission 

Plan settings under plan level will help you understand the source of the plan, why a particular issue is not visible in the plan ,any issues removed from the plan etc

Thank You,

Prachi

[Julie Summers]

Thank you very helpful

[Prachi Bolar]

Thank you Julie :) 

[Walter Buggenhout · Accepted solution]

Hi @Julie Summers and welcome to the Community!

A good getting started guide is right here in the documentation. It may be a good idea to combine that guide with Atlassian's micro-blog The Agile Coach - it explains a lot of the principles behind agile and combining those with Atlassian tools.

Finally, there is also this advanced planning guide to get you on the right track.

Hope this helps! 

[Julie Summers]

Thank you I will check these out. I find it difficult to find the basics. I've done all the videos.