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Plan Mode

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The plan mode allows you to plan your issues using a third dimension. This third dimension can be sprints, components or releases. We explain each one of those below.

This mode is presented in two parts, the backlog area (left part) and the planner area (right part). The issues flow from the backlog to the planner, simply by dragging them. When you need to unplan an issue from the planner, you don't need to remember where it belonged, just hover the appropriate issue and a "X" will appear. This "X" moves the issue to its original place.

Backlog

The backlog shows the issues that are not yet planned either in 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 our quick filters, select saved boards, projects or filters, etc. The board functionality is explained with more detail in Getting Started with Canvas for JIRA, so read that page first if you are not yet familiar with it.

Planner

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 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.

If you miss any of the three dimensions - sprints, releases or components - make sure that you have those selected in "Manage fields", within the Canvas administration.

 

Planning your Sprints

The following screenshot shows a board to plan sprints, where the backlog is filtered to work just with stories, in a matrix Story Points by Components. Thus, the team can easily plan based on the capacity and the targeted components for the upcoming sprints.

The 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.

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

Planning your Releases

release planning

Priority by components

Planning your Components

component planning

 Issue type by priority or sprints

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