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Team Planner is ready to use as soon as you install it. You can find the link in the Apps section in Jira’s top menu.
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When you click the link, you will see the Team Planner Dashboard with a list of all plans created on the instance. In case you do not have plans yet a message will be present instead of plans.
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If you haven’t created any plans yet, you will see a message informing you about it. There will also be a Create new plan button. Click it to create your first plan.
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For your first steps, we recommend reading our guide on how to create a plan and add users to it:
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Access the Team Planner app
You can access Team Planner - Resource Planning and Capacity Planning via Jira’s top menu, under Apps.
After clicking Team Planner you will be transferred to your Team Planner Dashboard, where you can view all your existing plans.
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Learn more:
Create a new plan
Go to your Team Planner Dashboard and click the Create new plan button.
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Learn more:
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Prepare a plan
Your newly created plan will be empty. Fill it up by adding users, assigning issues, setting the plan’s goal.
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Display Story Points or Original Estimate
You can choose your preferred estimates view by selecting it from a drop-down list in the top right corner. Depending on what you select, different type of values will be displayed on your plan and in your progress tracker. You can also choose to not show any estimates.
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Work on a plan
You can edit your plan by simply dragging and dropping issues and users however you see fit. Stretch or shrink issues on the timeline to set their planned date ranges. Change assignees, unassign issues, and add or delete users. All your changes will be visible in real-time.
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Learn more:
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Work on a plan with my team
Team Planner supports simultaneous edition, meaning that multiple users can work on a single plan at the same time, and make simultaneous changes that will all be saved automatically. You can see the users currently viewing the plan at its top right corner.
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