Skip to end of banner
Go to start of banner

Create a plan

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

In Swanly you can display existing plans and quickly create new plans.

How to create a plan

(screenshot - create a plan)

  1. Go to Apps > Swanly roadmaps

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

  3. Click on + Create a new plan

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

5. Click Create

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

👉 More on how to connect start and end date 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!!!)

👉 More about Swanly permissions

  • No labels