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In Swanly, you can display existing plans roadmaps and quickly create new issue issues and release plansroadmaps.

How to create a

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roadmap

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  1. Go to Apps > Swanly roadmaps.

  2. Next to the Swanly logo, click on the dropdown option the drop-down.

  3. Click on + Create a new planroadmap.

  4. Add plan the roadmap name, select type of plan roadmap (Issue or Release), and select projects.

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  1. Click Create.

Info

If you select Issue plan roadmap type, then you will need to connect Swanly issue dates with Jira fields.

How to share a plan

After you create a plan - a share plan modal appears, where you can select users or groups and give them access to this plan.

(screenshot - share plan modal)

  1. Click on Select user or group dropdown

  2. Start typing necessary user or group

  3. Select necessary result from dropdown

  4. Click on Access type dropdown

  5. Select Viewer or Editor access type

  6. Click Add to grant access to another group or user

  7. Click Save to save the changes

👉 More about Plan permissions (add link!!!)

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