Plan work items

Use the schedule board to create, find, and plan Jira work items for team members across specific dates. This page explains how to open the planning dialog, choose or create a work item, configure schedule details, and manage the plan after it is added to the board.

Before you begin

• Make sure you are viewing the schedule board for the correct team, member, and timeframe.

• Check that you have permission to create or plan work items for the selected project and member.

• If you want schedule dates to sync with Jira fields, configure Date mapping before planning. Otherwise, the schedule is stored only in PlanCore.

How to plan work items

Step 1: Select a timeframe on the board

From a member row, click a blank date cell to plan work for a single day, or click and drag across multiple date cells to plan work across a date range. This opens the Planning dialog.

In the Planning dialog, make sure you are on the Task tab.

Step 2: Choose a work item

You can either create a new Jira work item or select an existing work item from the available filters.

Create a new work item

1. Click Create work item to open the Jira work item creation screen.

2. Select the relevant Space and Work type.

3. Fill in the required and optional work item details, such as Status, Summary, and Parent. Fields marked with a red asterisk (*) are required.

4. Click Create to create the work item and return to planning.

Pick an existing work item

Use the available filters to search for and select an existing Jira work item.

Basic filter

The basic filter helps you narrow down work items across your Jira instance using simple search criteria:

• Search work items: Enter a work item key or summary. PlanCore searches indexed work items across your Jira instance.

• Filter by Space: Select one or more spaces to narrow the results.

• Filter by Assignee: Select one or more assignees to focus the results on specific people.

You can combine search, space, and assignee filters to produce more accurate results.

JQL filter

Use JQL when you need a more advanced or specific search. For example, you can search by project, status, assignee, priority, labels, or other Jira fields.

After finding the correct work item, select it to continue configuring the plan.

Step 3: Configure the work item schedule

After selecting or creating a work item, complete the schedule details before adding it to the board.

Click Plan to add the work item schedule to the board.

Date mapping

Date mapping connects PlanCore schedule details with available Jira fields so planned dates can be displayed consistently across the schedule board and related Jira work item fields.

When Date mapping is enabled, the recurrence feature is not available.

After Date mapping is set up correctly, project plan details appear on the board for every relevant member.

Plans using Date mapping display a link icon before the work item key, and the dashed line around the schedule makes them easier to identify on the board.

View and edit plan details

To view an existing plan, click the plan on the board to open its details in the right sidebar. You can also right-click the plan and select Show details.

The details sidebar includes two main tabs:

Details tab

• View or edit general plan information.

• View related Jira work item fields.

Plan color can also be changed by right-clicking the plan on the board and selecting Change color.

Plan tab

• View and edit schedule information.

• Review or update recurrence settings, when recurrence is available.

Remove a plan

To remove a plan from the board, right-click the plan and select Remove. When the confirmation dialog appears, click Delete.