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Overview

The

plan mode

Plan Mode allows you to plan your issues using a third dimension on your board. This third dimension can be sprints, components or releases.

We explain each one of those below.This mode is

Table of Contents
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excludeOverview

Using Plan Mode

When using Plan Mode, your board will be presented in two parts

,

  • the backlog area (left

part
  • )

and
  • the planner area (right

part). The issues
  • )

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Issues flow from the backlog to the planner, by simply

by

dragging them

. When

between the two areas.

If you need to

unplan

"un-plan" an issue from the planner, you don't need to remember where it belonged, just hover the appropriate issue and

a

an "X" will appear. This "X"

moves

will restore the issue to its original place.

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Backlog

The backlog shows the issues that are not yet planned

either in

/assigned to a sprint, component or release (depending on the third dimension selected in the planner).

In this area, you can

  • select up to two different dimensions (columns and rows)

,
  • filter by JQL or

using
  • use our quick filters

,
  • select saved boards, projects

or
  • , filters, etc.

The

Basic board functionality is explained

with

in more detail in Getting Started with Canvas for JIRA, so read that page first if you are not yet familiar with

it.Planner

Canvas for JIRA

Planner

Related pages

Child pages (Children Display)
pageGetting Started with Canvas for JIRA

Other pages

The planner shows a third dimension, different from the dimension(s) previously chosen in the backlog area.

This means that you cannot select

the same dimension as

a dimension already being used in the backlog e.g., if we have selected a board with priority by sprint, we won't be able to select the sprints dimension in the planner.

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Info
If you miss

 If you don't see any of the three dimensions - sprints, releases or components - make sure that you have those selected in "Manage fields"

,

within the Canvas administration.

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Planning your Sprints

The following screenshot shows a sprint planning board

to plan sprints

, where the backlog is filtered to work just with stories,

in a matrix 

using Story Points by Components for the columns and rows. Thus, the team can easily plan based on the capacity and the targeted components for the upcoming sprints.

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The sprint


Sprint planning requires the selection of an existing agile board, before you can start planning your backlog. The planner shows the currently active and future sprints available.

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For those users with the "Manage sprints" permission (check this page for further info), the planner will also display buttons to create, edit, complete, or delete sprints.

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Planning your Releases

In this case, the

This screenshot shows a board to plan releases (a.k.a. fix versions),

where there is a matrix Priority by Components. So

where Priority and Components have been selected for the columns and rows.

In the example below, the team can balance the issues to be

release

released in

the

upcoming versions based on the

prority

priority given,

but also based

as well as on the specific components.

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The release planning requires the selection of

an

a single existing project

, and only one,  

before you can start planning your backlog.

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Planning your Components

The next screenshot

This example shows a board to plan components, where the backlog

is a matrix 

is using Issue type by 

Sprints

Sprints for columns and rows.

Here, the team

displays

can view the issues that don't belong to any component, but are already in a sprint.

In this situation, it's recommended to have all the issues organized.

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The component


Component planning requires the selection of

an

a single existing project

, and only one,  

before you can start planning your backlog.

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