Step 1. Create collections and add projects
Planyway is a place where you can manage your GitHub projects visually on the timeline, calendar, and board views.
Create a collection
To get you started, Planyway automatically creates a Personal Collection for you, where you can add any of your projects.
What’s a collection, you ask? A collection is a set of the connected GitHub projects, Google, Outlook and iCal calendars. You can create as many collections as you wish.
To create a new collection, click on the + icon in the left sidebar. Come up with a name and pick a color.
Add projects to collection
The next step is to select GitHub projects you’d like to connect to your collection. No worries, you’ll be able to change the selection at any moment:
Share collection with organization members
So, your collection is almost set, now you can share it with your organization members to collaborate.
There are 2 options how you can open the sharing menu:
3-dot menu next to your collection’s name in the sidebar.
Share button in the right corner of the toolbar.
Step 2. Choose your view
Below, you’ll find a compact description of each of the Planyway view modes. You can switch between them in the app seamlessly, depending on how you need to visualize your and your team’s tasks at a particular moment.
The timeline allows you to craft visual roadmaps and seamlessly oversee workflows from various angles. You've got the freedom to organize issues by assignees, labels, projects, or statuses.
A timeline grouped by assignees not only helps you distribute tasks to manage workload but also allows you to track who's tackling which issues.
And when it comes to project lanes, you'll have the means to effectively manage a portfolio of all your connected projects on a single timeline. You can build roadmaps that span multiple projects simultaneously and easily share them with stakeholders.
The calendar helps to manage your personal and team schedules, including team meetings and other project related events, all presented in the calendar format, which you can scale to daily, 3-day, weekly and monthly views.
This is the place where you can create Board Swimlanes by grouping your issues based on assignees, labels, or lists.
If you have several projects connected, you can switch between project boards by opening the drop-down menu above the main working area.
Step 3. Create, schedule and complete issues
When you’re all set, it’s time to start planning. There are several ways to add a new issue to Planyway.
Create issue by click
Click on the date and time on the calendar/timeline where you want a new issue to start. Stretch to a side to define its duration.
By creating an issue within your organization member's lane on the timeline, you're not just creating a task, you're also instantly assigning it to them.
Create issue in the tasklist panel
Click to add a new issue at the bottom of any list in the tasklist panel, and schedule the issue by dragging and dropping it onto the timeline or calendar.
To mark an issue as completed, just hover over it, give it a click on the check icon, or hit the trusty 'E' key.
Planyway is all about the team. You can assign tasks to your assignees by dropping them to the timeline grouped by assignees. Or use the 'M' shortcut in the Timeline/Calendar view or in the tasklist panel.
In Planyway, issues get a splash of color based on their chosen labels, making it a breeze to distinguish between a bug and a new feature, spot tasks in need of assistance, or ones with pressing questions.
To add a label to an issue, open the issue and find the Labels field. Or hover over the issue and press the 'L' key.
Step 4. Integrations
Integration with external calendars lets you combine your work and personal tasks in one place and get an overview of your whole schedule, so you can focus on the right things at the right time.
You can connect your Google and Outlook calendars to see, edit and create new Google or Outlook events right from Planyway. Personal calendars won’t be shared with the team.
Connecting any other calendar to Planyway using the iCal link for a 1-way sync implies a view-only integration.
Finally, now you should be ready to get to planning!
We're here for you whenever you need us! Don't hesitate to drop us a message using the Intercom chat right in the app, or you can shoot us an email at firstname.lastname@example.org.
We're just a click or a message away!