# Intro to Jira Plans | Core concepts Source: https://www.youtube.com/watch?v=V4u6vBE-sng Recap page: https://rapidrecap.app/video/V4u6vBE-sng Generated: 2025-12-08T21:04:29.786+00:00 --- ## Quick Overview Jira Plans enables users to create aggregated views of work spanning multiple spaces or teams within Jira, offering views like Summary, Timeline, Program, Calendar, Teams, Releases, and Dependencies to visualize, plan, and track complex projects, with features allowing grouping by assignees, filtering, saving custom views, and easy sharing via email, Slack, or embedding in external sites like Confluence. **Key Points:** - Jira Plans creates an aggregated view of work across multiple Jira spaces and teams for planning and tracking. - The tool offers five main views: Summary (dashboard with status overview/progress/dependencies), Timeline (Gantt-like view), Program (Kanban-style roadmap), Calendar, and Dependencies (visualizing links between work items). - Users can group timeline data by fields like Assignee (08:48), Goals, or Teams (03:32) to organize the view, and customize display options like dependency style and roll-ups (07:24). - The platform allows creating and saving custom views (e.g., 'Mobile Team View' at 04:38) to quickly switch between filtered and grouped perspectives. - Plans can be shared via direct email/names, Slack integration, exported as CSV/PNG data (05:29), or embedded using an iframe code into external websites like Confluence (05:33). - Scenarios functionality allows users to test 'what-if' planning decisions in a consequence-free draft state before saving changes to the current plan (02:17). ![Screenshot at 00:58: The initial Summary view of a Jira Plan, showing key metrics like unassigned work items \(20\), highest priority items \(0\), overdue items \(0\), and blocked items \(1\), alongside a Status Overview donut chart showing 20% completion for the 'Pawsitive Impact plan'.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-00-58.png) **Context:** This video, presented by Irene Ongkowidjaja, Principal Product Manager for Jira at Atlassian, serves as an introduction to Jira Plans, a powerful feature designed for advanced planning capabilities available in Jira Premium and Jira Enterprise editions. The core function demonstrated is aggregating and visualizing work across various teams and spaces within an organization to facilitate better coordination, progress tracking, and dependency management. ## Detailed Analysis The introduction outlines Jira Plans' purpose: visualizing and tracking work across multiple Jira spaces and teams. The presenter first navigates through the different main views available: Summary, Timeline, Program, Calendar, Teams, Releases, and Dependencies (00:57-02:11). The Summary view provides high-level metrics like work item status counts and progress charts. The Timeline view offers a Gantt-style visualization where users can drag and drop items to adjust schedules and instantly see rolled-up dates and dependency impacts (01:23). The Program view presents a Kanban-like roadmap across multiple weeks/sprints, useful for program managers and leaders (01:38). The Teams view allows defining team capacity and organizing work by team (01:57). The Dependencies view maps out all work item linkages across teams to identify blockers (02:05). Crucially, Jira Plans supports 'Scenarios' (02:17), enabling users to test planning decisions in a draft state without affecting the current live plan. The demo then shows how to create a new plan by selecting work from various spaces or boards (02:38), and how to customize the Timeline view settings, such as grouping by Assignee (04:47) or sorting to focus on specific criteria. Finally, the presenter demonstrates sharing capabilities, including direct sharing with teams/emails, integration with Slack, exporting data (CSV/PNG), or embedding the interactive timeline view using an iframe into external documentation like Confluence (05:24). ### Core Views - Summary - Timeline - Program - Calendar - Teams - Releases - Dependencies ### Timeline View Capabilities - Drag-and-drop scheduling - Visualization of dependencies (lines) - Grouping by fields like Assignee, Goals, or Teams - Custom view saving ### Program View - Kanban-style roadmap for planning work across multiple teams and sprints over several weeks ### Teams View - Setup for defining team capacity (e.g., 200 weekly hours) and grouping work items by assigned team ### Dependencies View - Visual mapping of blockers and dependencies across disparate work items and teams ### Scenarios - Sandbox environment for testing alternative planning decisions in a draft state before committing changes ### Sharing and Exporting - Share via direct email/Slack, export data (.csv) or image (.png), or embed the interactive timeline view via iframe code into external pages like Confluence. ![Screenshot at 00:08: Title slide introducing the session as an 'Introduction to Jira Plans' presented by Irene Ongkowidjaja, Principal Product Manager at Atlassian.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-00-08.png) ![Screenshot at 01:02: The Summary view dashboard displaying key plan health metrics and interactive widgets like Status Overview pie chart and Work Item Progress bars.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-01-02.png) ![Screenshot at 01:21: The Timeline view demonstrating a Gantt chart structure, showing hierarchical work items spanning across months \(Sept to Dec\) with colored progress bars and dependency lines.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-01-21.png) ![Screenshot at 02:38: The 'Create a plan' modal, showing options to name the plan and aggregate work by selecting multiple Spaces, Boards, or Teams.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-02-38.png) ![Screenshot at 04:23: The Filter panel open on the Timeline view, showing extensive filtering capabilities based on Hierarchy, Teams, Assignees, Projects, Goals, and more.](https://ss.rapidrecap.app/screens/V4u6vBE-sng/00-04-23.png)