The Planning Board is a view of the JIRA issues assigned to a particular project, that helps you track the progress of the project. Issues are represented as cards, colour-coded according to issue type (e.g. Story, Bug, Task, Improvement, etc). Version, component and assignee information is summarised at the right of the Planning Board, allowing you to quickly gauge the sprint backlogs and product backlog.

You can also manage cards (issues) via the Planning Board. Issues can be easily scheduled and prioritised by dragging and dropping them. You can also perform common JIRA tasks, such as adding, updating and deleting issues.

To view the planning board for your project,

  1. Login to JIRA.
  3. Select your project from the project dropdown in the top left of the planning board (above the 'Planning Board' dropdown), if it is not already selected. The 'Planning Board' will refresh with information for your project.

(tick) Tip: you can also jump directly to the Planning Board when viewing an issue in JIRA, by selecting 'Planning Board' from the 'More Actions' menu.

Screenshot: GreenHopper Planning Board (click to view larger image)

The screenshot above shows an example Planning Board. To learn more about each part of the Planning Board, please see the sections below and the documentation linked from those sections.

Planning Board — Navigation Bar

  1. Project dropdown — Select the project whose issues you wish to view.
  2. Context dropdown — Select the context by which to filter issues ('Default', 'On the fly', or other contexts you have created). You can also select 'Manage' to edit your existing contexts, or 'New' to create a new context. Read more about contexts in Using Contexts to Filter and Highlight Issues.
  3. Refresh icon — Click the icon to reload the contents of the Planning Board.
  4. Board dropdown — Select another GreenHopper board to view (Task Board, Chart Board or Released Board).
  5. Viewing Mode dropdown — Select the viewing mode for your Planning Board:
  6. Viewing Mode sub-dropdown — Select the sub-category of the viewing mode. Read more about viewing modes in Using Planning Board Modes to View Issues.
  7. 'New Card' — Click the 'New' link to create a new card (i.e. issue). For details see Creating an Issue in GreenHopper.
  8. 'Views' dropdown — Select from the following:
  9. 'Tools' dropdown — Select from the following:

Planning Board — Issues

  1. Filters — Click to display check-boxes for the following filters, which you can click to refine the collection of displayed cards:
    • 'Only My Issues' — Only display issues which are assigned to you.
    • 'Hide Sub-Tasks' — Only display issues which are not sub-tasks of other issues.
    • 'Only Pending Issues' — Only display issues which have not yet been resolved.
  2. Pagination — Click a page-number to go to the desired page.
  3. Released — The icon indicates that this issue was resolved in a sub version that has been released, but it is still shown in the parent version as it is assigned to that version as well.
  4. Sub-tasks — Click to display a dialog box showing the issue's sub-tasks. You can drag-and-drop subtasks within this box to re-order them.
  5. Flagged — The icon indicates that this issue has been flagged for special attention.
  6. Issue Type and Priority — These two icons indicate the Type of this issue (e.g. Task, Bug, Improvement, etc) and its Priority (e.g. Critical, Major, Minor).
    Click the icon (which will appear when you hover over the Issue Type or Priority icons) to display a drop-down menu containing:
    • Update Priority --— Click to edit the Priority field for this issue.
    • Add Sub-task — Click to add a sub-task to this issue (if sub-tasks are enabled).
    • Edit in JIRA — Click to open the JIRA 'Edit Issue' screen, on which all issue fields are available for editing.
    • Flag as Impediment — Click to flag this issue for special attention.
    • Comment — Click to quickly add a comment to this issue.
    • Delete — Click to delete this issue.
  7. Issue Key --— Click to view the details for this issue.
  8. Editable Fields — Click the icon (which will appear when you hover) to edit the following fields:
    • Summary
    • Fix Version
    • Assignee
    • Status
  9. 'Work Logged' (if applicable) — the amount of time that has been spent on this issue (if time-tracking has been enabled in JIRA). Click to log work on this issue.

Planning Board — Statistics Column

The content of each item in the Statistics Column will differ depending on the viewing mode selected. For example, when 'Version' mode is selected (as shown in the image above), each item assigned to a version will indicate 'Parent', 'Start Date', 'End Date' and 'Release Date' fields at the top of its box and the 'Add' button appears at the top of the column. You can read more about about viewing modes on the Planning Board in the Using Planning Board Modes to View Issues topic.

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