Planyway for Jira helps you visually plan multiple projects on a timeline, track time, build product roadmaps, manage team workload, and meet deadlines efficiently. This guide will help you get started quickly.
Step 1. Sync Planyway with Jira and Connect Multiple Projects
Sync Planyway and Jira Dates
By default, Planyway dates sync with the custom "start" and "due" date fields in Jira.
However, you can configure these settings according to your preferences by syncing any Jira custom date fields with Planyway dates.
For more details, read: Sync Jira and Planyway Dates.
Connect Multiple Projects to Planyway
Planyway allows you to manage issues from multiple projects in one place:
Click + next to Projects in the sidebar to select projects.
Switch between projects using the dropdown menu in the task panel.
Step 2. Organize Issues and Manage Workload
Get the General Overview
1. Views – Switch between different views depending on your project stage.
Calendar – get a clear view of your monthly agenda.
Timeline – group issues by user or epic for better planning.
Portfolio – manage and visualize multiple Jira projects in one place.
Workload – plan and distribute your team’s capacity efficiently.
Time Tracking – log time on tasks effortlessly.
Reports – analyze total time spent on issues.
2. Connected projects – Link multiple Jira projects to manage all issues in one place.
3. Task Panel – Easily switch between connected projects and their boards. Use search and filters to quickly find issues or focus on unscheduled ones. Manage epics and releases alongside your sprint and board issues, and drag & drop them into the calendar or timeline for scheduling.
4. Filters – Refine your view by filtering issues by members, labels, statuses, issue types, epics, and releases.
5. Complete Status Filter – Quickly switch between viewing only incomplete or completed issues.
6. Settings – Refresh Planyway for instant updates, set your working days, and export your timeline or calendar as a PDF via Print.
7. Fields – Customize cards by adding key details like dates, project names, statuses, planned and logged time.
8. View Settings – Adjust your workspace by highlighting today, hiding weekends, and displaying subtasks, milestones, releases, and sprints.
9. Share – Generate and share a link to your configured view, including selected projects and active filters, to collaborate with your team effortlessly.
View Issues on Calendar
Use the Calendar view to get a clear overview of your schedule. Easily navigate between dates:
Open the drop-down menu to switch to any month.
Use the arrow buttons («, ‹, ›, ») to move between days, weeks, and months.
Click Today to instantly jump back to the current date.
Group Issues on Timeline
The Timeline view in Planyway helps you organize and track issues efficiently:
Group issues by epic, user, or project, or disable grouping for a general overview.
Plan tasks for multiple users at once — use the Users dropdown on the left to show or hide specific team members.
Enable additional fields to quickly see key details, such as start and due dates, status, project, planned time, and time logged.
Manage Team Workload
Planyway helps you visualize and balance your team’s workload effortlessly. All you need to do is to set the working hours for your team and estimate tasks. Based on these two parameters, Planyway will calculate the daily workload for each member.
For a detailed guide, check out our help article.
Step 3. Schedule Issues and Use Filters
Schedule Issues
There are several ways to add a new issue to Planyway:
Click on date and time on the timeline or calendar to create a new issue.
Drag and drop issues from the task panel to schedule them.
Add Planyway dates to an issue in your project.
To reschedule multiple issues at the same time, hold down Ctrl, select issues and move them to a new date.
Apply Filters
Filter issues by members, labels, status, issue types, epics and releases.
Use the status filter to track completed or incomplete issues.
Step 4. Track Time and Generate Reports
Log Time Spent on Issues
Manually log work hours or use the built-in timer.
Export work logs to Excel or CSV for further analysis.
Learn more about Time Tracking in Planyway here.
Build Reports
Use Reports to analyze how much time was tracked on issues by project or user:
View tracked time for connected projects by default.
Filter projects and users to focus on specific data, including those not initially connected to Planyway.
Select a custom time period to analyze — just pick a start and then click to scroll forward and select the end date.
See the total tracked time broken down per project or per user.
Step 5. Monitor Sprints, Releases, and Track Milestones
Visualize Sprints and Related Issues
Keep track of your sprints and related issues in Timeline and Workload views:
Add a Sprint lane and enable “Show issues based on their Sprint” option in the View settings to see all sprint-related tasks based on the sprints dates.
Balance workload by reviewing task distribution within a sprint and adjusting assignments if needed.
Plan ahead by visualizing upcoming sprints and shifting tasks between members or sprints as necessary.
How issues are displayed with Sprint view enabled:
If an issue has start and due dates, it appears according to these dates.
If an issue has no dates but is assigned to a sprint, it follows the sprint’s dates.
If an issue initially follows sprint dates, but you manually adjust its timeline, it will stop syncing with the sprint and display based on the selected start and due dates.
Remove from Calendar allows you to reset issue dates and revert to sprint-based scheduling.
Follow Releases (Versions)
Track and monitor the progress of your Releases directly on the timeline. Releases help you stay on top of upcoming deliveries and their progress.
To add Releases to the timeline, click the drop-down menu in the resource panel located on the left side of the timeline.
The progress of each release will be visually displayed on the timeline, giving you a clear overview of how close the release is to completion.
Create and Manage Milestones
Milestones are an excellent way to highlight key dates and help your team stay aligned with important goals and deadlines.
To enable milestones, follow these steps:
Click View at the top right of the navigation bar.
Choose Milestones from the dropdown to add a milestone lane above your team members or boards.
To create a milestone:
Click any date in the milestone lane to add it.
You can name the milestone, set a specific time, and mark it as completed once the goal is achieved.
You’re now ready to manage your projects efficiently with Planyway for Jira! If you have any questions, check out our Help Center or contact support. Happy planning! 🙂