- In Jira Software, go to Plans (in header) > Create. The ‘Create’ page will be displayed.
- Select Plan > Create.
- Give your plan a name.
- Select one of the privacy options from the privacy drop-down:
- No restrictions – all users can view and access the plan
- Private – only the creator of the plan can view, access, and edit the plan
- Click Next.
- Choose the issue sources (boards, projects, filters) that you want to use for your plan.
- Click Next.
- Choose the releases that are relevant to your work, then click Next.
- You can choose to accept the suggested teams that you want to include in your plan, or you can do either one of the following:
- Configure the settings of the teams: agile method (Kanban) and weekly capacity
Note that for plans that have boards as issue sources, Advanced Roadmaps will suggest the velocity for the team. The suggested velocity will be based on past performance, i.e. if the team previously completed any sprints in the corresponding boards. - Delete a team that you don’t need to include in your plan, by clicking more (
) > Delete.
- Configure the settings of the teams: agile method (Kanban) and weekly capacity
- Click Next.
- Confirm the issues that you want to include in your plan by selecting the corresponding checkboxes.
By default, all the issues are selected. Filter the issues by project, issue source, issue key, or issue summary as needed. - When you’ve marked all the issues you need, click Done.