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Documentation

  • Set up Jira Cloud
    • Learn how Jira products work
      • What is the Jira family of products?
      • Get started with Jira Cloud
      • Administer Jira Cloud
      • Use Jira Cloud on Apple and Android devices
      • Get help with Jira Cloud
      • Access a project
    • Use Jira Cloud with other Atlassian products
      • How to add new Atlassian products from Jira
      • Use Jira Cloud with Bitbucket
      • Use Jira Cloud with Confluence
    • Use Jira Cloud with other applications
      • Configure development tools
      • Configure collaboration tools
      • Integrate Jira Cloud and Slack
      • Integrate Jira Cloud with Microsoft Teams
      • Integrate Jira Cloud with Gmail
      • Integrate the Jira Cloud plugin for Copilot in Microsoft Teams
      • Use Jira Cloud for Sheets
      • What is the project toolchain in Jira?
    • Automate what build and deployment events are sent from Jenkins to Jira
    • Import data into Jira
      • Prepare a CSV file for import
      • Use a configuration file for project imports
      • Import data to Jira using a CSV file
      • Map CSV data to Jira fields
      • Map column data to work types
      • Import data directly from Asana into Jira
      • Import data directly from Trello into Jira
      • Import data directly from ClickUp into Jira
      • Import data directly from monday into Jira
      • Fix errors in a project import
      • Import data from a business project to a software project
      • Import data from a software project to a business project
    • Quick project creation with bundles
    • See how teams use Jira
      • How legal teams use Jira project templates
      • How to use Jira for process management
      • Use business projects for project management
      • Use business projects for task management
      • Use Jira business projects for finance projects
      • Use Jira business projects for marketing projects
      • Use Jira for HR projects
      • Use Jira for operations projects
      • Use Jira for sales teams
  • Manage Jira Cloud projects
    • Start a new software project for your team
      • What is a Jira project?
      • Create a new project
      • What are the project templates?
      • Edit a project's details
      • What is a board in software projects?
      • Create a scrum board based on projects
      • What are Jira workflows?
      • Switch between projects and boards
      • Copy an existing board
      • Create a board based on filters
      • Create a Kanban board based on projects
      • Example JQL queries for board filters
    • Learn how company-managed and team-managed projects differ
      • What are team-managed and company-managed projects?
      • Migrate between team-managed and company-managed projects
      • How do features differ based on project type?
      • How do issue types differ based on project type?
      • How do settings differ based on project type?
    • Understand project permissions and roles
      • How do Jira permissions work?
      • View and edit project role permissions
    • Configure a company-managed board
      • What are board filters?
      • Enable ranking
      • Configure columns
      • Use the simplified workflow
      • Configure quick filters
      • Customize cards
      • Configure how your board estimates and tracks work
      • Configure the work item details
      • Change the location of a board
      • Add a sub-filter to a company-managed kanban board
      • Can I use custom fields to track progress of my project?
      • Change board filters for a company-managed board
      • Configure swimlanes
      • Configure working days
      • Customize your view of the board and backlog
      • Edit a board filter on a company-managed board
      • How can I track progress of my projects in Jira?
      • Work item limits in company-managed projects
      • Show or hide issues on your board with quick filters
      • What are story points?
      • What are Time estimates (days, hours, minutes)?
      • What is estimation in Jira?
      • What is work item count?
      • What is a simplified Jira workflow?
    • Create and plan work with Scrum and Kanban
      • Use your scrum backlog
      • Use your kanban backlog
      • What is a version?
      • Configure versions in a scrum project
      • Configure versions in a kanban project
      • Manage epics in a scrum project
      • Manage epics in a kanban project
      • Monitor work in a kanban project
      • Link a Confluence page to an epic
      • What is an epic?
    • Coordinate and monitor work with sprints
      • What is a sprint?
      • Use active sprints
      • Create sprints in company-managed projects
      • Start a sprint in company-managed projects
      • What are parallel sprints?
      • Enable parallel sprints
      • Monitor the progress of a sprint
      • Edit a sprint in a company-managed project
      • Move or transition work items in an active sprint
      • Reorder a sprint in a company-managed project
      • Remove or delete work items from an active sprint
      • Add work items to an active sprint
      • View and edit work item details in an active sprint
      • Link a Confluence page to a sprint
      • Complete a sprint
      • Complete parallel sprints
      • Delete a sprint
      • Delete a completed sprint in a company-managed project
      • Reopen a sprint
    • Group and track work with components
      • What are Jira components?
      • What are Compass components?
      • Switch between Jira and Compass components
      • Configure Jira components
      • Configure Compass components
      • Link work items to Jira components
      • Link work items to Compass components
      • View a project's components
    • Release your team's work in versions
      • Check the progress of a version
      • Use the release page to check the progress of a version
      • Check the release status of a version
      • Create a version
      • Release a version
    • Track and analyze your team's work with reports
      • Generate a report
      • View and understand the burndown chart
      • View and understand the Burnup chart or report
      • View and understand the control chart
      • Methods of calculating rolling average on the control chart
      • View and understand the cumulative flow diagram
      • View and understand the epic burndown report
      • View and understand the epic report
      • View and understand the velocity chart
      • View and understand the version report
      • View and understand the sprint report
      • Strategies to reduce your cycle time
      • Plan effectively with your deployment frequency report
      • What is the release burndown report?
    • Manage and visualize your project on the timeline view
      • How do I view my project timeline?
      • What does the project timeline show?
      • Project timeline limits in Jira
      • What are filters on the timeline?
      • Create work items from the timeline view of your project
      • Schedule parent issues on your timeline
      • Schedule work for kanban teams on your timeline
      • Schedule work for scrum teams on your timeline
      • Enable planning for child work items on the timeline
      • Roll up dates on your timeline
      • How can I plan with releases on my project timeline?
      • Show or hide releases on your project timeline
      • What are dependencies on the project timeline?
      • Show or hide dependencies on your timeline
      • Create or remove dependencies on your timeline
      • What does the progress bar on my timeline show?
      • Enable or disable progress monitor in the project timeline
      • Change color of work item schedule bars on your timeline
      • Change how many completed issues show on your timeline
      • Share a screenshot of your timeline
      • Add your timeline to a Confluence Cloud page
      • Enable and disable the timeline
      • Troubleshoot the timeline for company-managed projects
      • Troubleshoot the timeline for team-managed projects
      • Delete a work item from the timeline
      • How can I change my timeline view?
    • View insights in Jira Cloud
      • Understand backlog insights in company-managed projects
      • Understand insights on the board in company-managed projects
      • Configure insight settings in a company-managed project
      • Manage insights in a company-managed project
    • Manage and update work in a list
      • What is the list?
      • How do I view my list?
      • Create and edit work items from your list
      • Delete a work item from your list
      • Customize your list by adding or removing fields
      • Manage multiple issues from your list
      • Link and unlink goals to work items in your Jira list
      • Organize your list
    • Schedule and track work in the calendar view
      • What is the calendar?
      • Schedule work in your calendar
      • Configure your calendar
      • Manage work items in your calendar
      • Add the due date field to your work items
      • Manage sprints in your calendar
      • Manage releases in your calendar
    • Protect your team’s data
      • Set a default classification level for issues
    • How to create workflows for business projects
  • Work in Jira Cloud projects
    • Create and configure your work items
      • What is a work item?
      • Create a work item and a subtask
      • Create work items using the CSV importer
      • Add files, images, and other content to describe a work item
      • Use Atlassian Intelligence to help write or edit content
      • Create, edit, and delete work items on the board
      • View a work item
      • Update a work item's details
      • Configure field layout in the work item
      • Copy a work item layout to other projects
      • Customize the child work item table
      • Choose when subtasks and linked work items have a strikethrough
    • Work on and progress your work items
      • Log time on a work item
      • Estimate a work item
      • Pin a field to the top of a work item
      • Markdown and keyboard shortcuts
      • Flag a work item
      • Rank a work item
      • Schedule a work item
      • Transition a work item
      • Link work items
      • Clone a work item
      • Watch, share and comment on a Jira work item
      • Add an attachment to a work item
      • Delete an attachment in a work item
      • Use custom emojis to help describe a work item
      • Download all attachments in the attachments panel
      • Switch between the strip and list view for attachments
      • Download an attachment from a work item
      • Delete all attachments in the attachments panel
      • Find a field on the work item
      • Date and time formats in different languages
      • Insert an attachment already on a work item
      • Automatically assign work items to people
      • Archive a work item
      • Classify a work item
      • Collaborate in real-time
      • Comment on work item action
      • Edit work items via the more menu in the backlog
      • How redaction works
      • Link work to goals on a work item
      • Navigate All work with your keyboard
      • Smart Links in Jira
      • Transition work items through a workflow
      • What are the different types of activity on a work item?
    • Update multiple work items at once
      • Edit multiple work items
      • Change the status of multiple work items
      • Move multiple issues
      • Change the work type for multiple work items
      • Delete multiple work items
      • Watch multiple work items
    • Integrate your work items and development tools
      • Link repositories to a software project
      • Link your project with Opsgenie
      • Process work items with smart commits
      • Reference work items in your development projects
      • View development information for a work item
      • View release information for a work item
    • Work with dashboards in Jira Cloud
      • What is a Jira dashboard?
      • Create and edit dashboards
      • Search for an existing or shared dashboard
      • Add and customize gadgets
      • Set up a wallboard
      • Share Jira dashboards in Confluence
    • Manage your user profile
      • View and update your profile
      • Allow OAuth access
      • Manage your Jira personal settings
    • Learn about changes coming to your Jira Cloud experience
      • Upcoming changes: Epic link data above the epic level
      • Upcoming changes: 'epic-link' replaced with 'parent'
      • How are usernames changing in Jira Cloud?
    • Confluence signup from Jira
    • Connect Cisco to Jira
    • Connect Jira Service Management services to Jira Software
    • Integrate work with Atlassian Home
      • Link work in Jira to goals and projects in Atlassian Home
      • Understand how Jira works with goals and projects in Atlassian Home
    • Navigate Jira with your keyboard
      • What is the command palette?
      • Search work items, projects, and more with your keyboard
      • Change the status of a work item with your keyboard
      • Move a work item with your keyboard
      • Delete a work item with your keyboard
      • Add a child work item with your keyboard
      • Edit the parent of a work item with your keyboard
      • Edit the assignee of a work item with your keyboard
      • Edit the story point estimate of a work item with your keyboard
      • Edit the sprint of a work item with your keyboard
      • Edit the due date of a work item with your keyboard
      • Edit labels of a work item with your keyboard
      • Edit components of a work item with your keyboard
      • Edit fix versions of a work item with your keyboard
      • Edit the priority of a work item with your keyboard
      • Link and unlink a work item with your keyboard
      • Use keyboard shortcuts
    • View your work suggestions in Jira
    • Work with incidents in Jira
      • What is the incidents feature?
      • Connect an incident management tool to Jira
      • Manage incidents in Jira
      • Connect and remove services in Jira
      • Connect New Relic to Jira
    • Work with security vulnerabilities in Jira
      • Connect or remove security containers in Jira
      • Link security vulnerabilities to Jira work items
    • Add custom fields to your project
    • Collect information for your team with forms
      • What are forms and what can they do?
      • How to create, edit, save, and delete forms
      • Add or remove fields from your form
      • Manage access and share a form
      • Customize your form fields
      • Conditionally show form fields
      • How secure are public forms?
    • Create a chart showing data from your work items
    • Get started in Jira business projects
      • What are Jira business projects?
      • Add new users
      • Add users to your project
      • Manage permissions in your first project
    • Highlight issues from your list
      • Create a format rule
      • Delete a format rule
      • Edit a format rule
      • Manage multiple format rules
      • What are format rules?
    • Manage and customize the project navigation
    • Organize your board
    • Save your filters in business projects
    • Share a Jira board or backlog in Confluence
    • Share a Jira release in Confluence
    • Use custom project templates
      • Create a custom project template
      • Use a custom template to create a new project
    • Use Loom in Jira Cloud
      • Use smart replies in work item comments
      • What is the summary view?
      • Work in Jira business projects
        • Change your project background
        • Filter work items
        • Categorize work items in the list view
        • Work with boards in business projects
        • Customize card covers
        • Add, edit, or delete a shortcut
        • What are approvals in business projects?
        • Sign off and approve work
        • How to manage approvers
        • Set up approvals in your business project
        • Show software releases in a business team calendar
        • Troubleshoot approvals in business projects
    • Work in Jira Cloud team-managed projects
      • Get started with team-managed projects
      • Add your team to team-managed boards
      • Enable agile features in team-managed projects
        • Enable the backlog
        • Enable sprints
        • Enable estimation
        • Enable and disable project pages
        • Enable releases and versions
        • Enable code
        • Enable reports
        • Enable deployments
        • Enable on-call schedules
        • Specify a date range for your deployments
        • View and understand your cycle time report
        • View and understand your deployment frequency report
        • View and understand your deployment insights
        • What is the burnup report?
        • What is the cumulative flow diagram?
        • What is the sprint burndown report?
        • What is the velocity report?
      • Manage and administer team-managed projects
        • Create and edit team-managed projects
        • Add people to team-managed projects
        • Manage how people access your team-managed project
        • Team-managed project permissions
        • Set up work types in team-managed projects
        • Customize work item fields in team-managed projects
        • Available custom fields for team-managed projects
        • Manage epics in team-managed projects
        • Manage subtasks in team-managed projects
        • Manage filters in team-managed projects
        • Add rules to your team-managed board
        • Team-managed board rules
        • Add people to Jira from Google, Slack, or Microsoft
        • Customize notifications in team-managed projects
        • Connect your team-managed board with Bitbucket
        • Manage Atlassian Marketplace apps in team-managed projects
        • Delete a team-managed project
        • Restrict access to a work type
        • Work item limits in team-managed projects
      • Manage how work flows in your team-managed project
        • Create, edit and delete statuses in team-managed projects
        • Manage work item transitions in team-managed projects
        • Add or remove workflow rules in team-managed projects
        • Available workflow rules in team-managed projects
        • Create and edit multiple workflows in team-managed projects
        • Best practices for workflows in Jira
        • Group workflow rules to further restrict your transitions
        • Map a workflow with your team
        • Move work items to new statuses while updating your workflow
        • Set up a workflow in a team-managed software project
        • What are the different workflow rule types?
      • Configure columns and statuses in your team-managed project
        • Assign statuses and edit columns in a team-managed project
        • Manage columns and statuses in team-managed projects
      • View and understand insights in team-managed projects
        • Understand insights on the backlog in team-managed projects
        • Understand insights on the board in a team-managed project
        • Configure insight settings in a team-managed project
    • Search for work items in Jira
      • Search and find your work items
        • Find recent work items
        • Find specific work items
        • Search for work items in a project
        • Search for work items using the text field
        • Navigate to your work
        • Use Atlassian Intelligence to search for work items
        • What is the new Jira work item search experience?
        • What is the new navigation in Jira?
        • What is the new navigation in Jira Service Management?
      • Use advanced search with Jira Query Language (JQL)
        • What is advanced search in Jira Cloud?
        • JQL functions
        • JQL fields
        • JQL keywords
        • JQL operators
        • JQL developer status
        • JQL design search
        • JQL vulnerability search
        • Search for custom fields from plans in JQL
        • JQL optimization recommendations
      • Save your search as a filter
        • What is a saved search?
        • Manage filters
      • Work with search results
        • Change the view of search results
        • Edit individual and multiple work items
        • Export search results
        • Manage search results
    • Plan and view cross-project work in a plan
      • Get started with plans
        • What are plans in Jira Premium?
        • Where do I find plans?
        • Common configurations for Jira administrators before using Plans
        • View a sample plan
        • Create a new plan
        • How do I navigate my plan?
        • What settings can you change in your plan?
        • How your plan shows work items on your timeline
        • What do the symbols in your plan mean?
        • What keyboard shortcuts are available in your plan?
        • Add teams and releases to your plan
        • Build out your plan
        • Planning tools in plans
        • Create different views of your plan
        • How Ted uses Plans - scenarios and capacity
        • How Veronica uses Plans - cross-project planning
      • Configure Jira for plans
        • Configure custom hierarchy levels in your plan
        • Configure Dependencies in Jira for your plan
        • Change financial year dates in your plans
        • Manage inherited permissions in plans
      • Set up your plan and change its settings
        • Add or remove fields from your plan
        • Change the date field used to schedule work items in your plan
        • View and change the scope of work in your plan
        • Remove work items from your plan using rules
        • Change plan information and who can access it
        • Types of permissions in your plan
        • Remove individual work items from your plan
        • Change how your plan handles dependencies in the same iteration
        • Change how work is estimated in your plan
        • How your plan handles timezones
        • Configure the auto-scheduler in your plan
        • Delete or archive your plan
        • Duplicate your plan
        • Performance recommendations for your plan
        • Limitations of team-managed projects in your plan
        • Limits on plan size
      • Manage and edit work items in your plans
        • Create work item in your plan
        • Link work item to a parent in your plan
        • What is work item ranking in your plan?
        • Assign a work item to a team in your plan
        • How your plan handles completed and resolved work items
        • Edit multiple work items in bulk on your plan
        • Track progress using estimates in your plan
        • Track progress using work item count in your plan
        • Troubleshoot missing work items in your plan
      • Estimate and schedule work items in your plans
        • Schedule work items in your plan according to sprints
        • Schedule work items in your plan using start/end dates
        • Schedule work items in your plan according to releases
        • What are roll-ups in my plan?
        • How your plan rolls up dates
        • How your plan rolls up estimates
        • What are partial rollups in your plan?
        • Sprint states in your plan
        • What are external sprints in your plan?
        • Autoschedule work items on your plan
        • How does the auto-scheduler in my plan work?
      • Plan your next quarter using a Program board
        • What is the Program board in my plan?
        • What does the Program board show?
        • Recommended preparations before using the Program board
        • Create a new Program board in your plan
        • Schedule work items from the Program board in your plan
        • Add and change sprints on the Program board in your plan
        • View and manage dependencies on the Program board
        • Change work item info from the Program board in your plan
        • Update and remove Program boards in your plan
      • Create different planning scenarios in your plans
        • What are scenarios in my plan?
        • Turn scenarios on or off in your plan
        • Create a scenario in your plan
        • Rename, edit, and delete scenarios in your plan
      • Manage capacity in your plans
        • What are capacity and velocity in your plan?
        • Enable capacity planning in your plan
        • How your plan assigns capacity
        • Capacity in scrum vs. kanban teams in your plan
        • Change iteration capacity from your plan
        • Monitor capacity and sprints in your plan
      • Manage releases in your plans
        • What are releases in your plan?
        • Turn releases in your plan on or off
        • View and edit releases in your plan
        • Create a single-project release in your plan
        • Create a cross-project release in your plan
        • How do single-project and cross-project releases differ?
        • Align cross-project release dates in your plan
        • Track releases in your plan
        • Remove releases in your plan
      • Manage teams in your plan
        • How do I use teams in plans?
        • Create a new team from your plan
        • Make a plan-only team an Atlassian team in your plan
        • View and edit teams in your plan
        • Remove and delete teams from your plan
        • Add an Atlassian team to your plan
        • Associate a team to a work source in your plan
        • Edit a team’s information in your plan
        • Limitations of teams in open planning sites
      • View and manage dependencies in your plans
        • What are dependencies in your plan?
        • Add a dependency in your plan
        • View a specific dependency on your plan
        • View all of a work item's dependencies on your plan
        • Change how your plan timeline displays dependencies
        • Remove a dependency in your plan
        • What is the dependencies view in your plan?
        • Refine the dependencies view of your plan
      • Resolve warnings in your plans
        • Troubleshoot warnings on your timeline in your plan
        • What are warnings in your plan?
      • Change how your plan displays your data
        • What is the summary view of your plan?
        • What is the calendar view of your plan?
        • What is the list in your plan?
        • Show or hide columns in your plan timeline
        • Filter work items on your plan
        • Add color to work items in your plan
        • Group work items on your plan
        • Search for a specific work item on your plan
        • Change how your plan sorts your work items
        • How your plan sorts work items
        • Preconfigured views in your plan
        • Manage and delete timeline views in your plan
        • Save a new view in your plan
        • Show full hierarchy while filtering issues on your plan
        • Change what shows on the Calendar view of your plan
        • Change what the Program board in your plan shows
      • Review and save changes made in your plans
        • Save changes made in a plan
        • Filter changes made in your plan
        • Troubleshoot warnings in Unsaved changes modal
        • Abandon a save in your plan
      • Share and export your plan
        • Share and embed your plan in Atlassian products
        • Export your plan data as .csv
        • Create a static image of your plan
        • Embed your plan using an iFrame
    1. Atlassian Support
    2. Jira Software
    3. Resources
    4. Plan and view cross-project work in a plan

    Configure Jira for plans

    The processes described in this section are only possible with Jira administrator permissions.

    • Configure custom hierarchy levels in your plan

      Learn how to add custom hierarchy levels to your Jira work items so you can use them in your plans.

    • Configure Dependencies in Jira for your plan

      Learn how to configure dependencies on your Jira work items so you can use them in your plans.

    • Change financial year dates in your plans

      Change when the financial year begins to align with your organizations quarterly planning.

    • Manage inherited permissions in plans

      Manage which plans permissions are granted to users based on Jira global permissions.

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    • Configure custom hierarchy levels in your plan
    • Configure Dependencies in Jira for your plan
    • Change financial year dates in your plans
    • Manage inherited permissions in plans
    • Plan and view cross-project work in a plan
    • Get started with plans
    • Configure Jira for plans

    • Set up your plan and change its settings
    • Manage and edit work items in your plans
    • Estimate and schedule work items in your plans
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