The app users can perform the event planning in regards to both event types, Jira dates and custom. To open a planning mode, click the Planning mode button on the left panel.
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In the app version 6.1, the Planning mode went through some major changes. Now, to start the event planning, a user has to select a source first. |
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Once a source for the planning is selected, the relevant issues are shown on the planning panel, and user will be able to drag-and-drop them onto a calendar.
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No more ambiguity during an issue drag-and-drop from the planning panel onto a calendar. By seeing a source selected for a planning, a user knows exactly what event source the issue corresponds to. |
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1️⃣ - Selected source for a planning, “Review meetings“
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For instance, the source “Review meetings“ is configured for the project Internal (INT). Therefore, once the source “Review meetings“ is selected for a planning, the issues from the project Internal (INT) are displayed on the planning panel.
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If needed, the event planning can also be performed in a multiple calendar view or in a project context view. |
Text and JQL filters on the planning panel
In addition to the issue filtering resulted by a source configuration, a user can apply either text or JQL filter to filter the issues, on the planning panel, further more.
For instance, a team lead is planning a review meeting to discuss the risk mitigation. Thus, she can apply a text filter “Risk mitigation“ to be able quickly find the relevant issue with the corresponding summary.
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To apply a JQL filter a user would have to switch the text filter abc to the JQL filter, simply, by clicking the drop-down icon next to the text filter, and clicking the “JQL filter” option next.
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Let’s say, a software engineer is planning on developing the product features that are due by the end of the current month and are assigned to her. In such case, she can apply the next JQL filter:
duedate <= endOfMonth() and assignee = currentUser()
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The keyword ORDER BY is now supported by JQL filter on the planning panel |
Jira filter on the planning panel
In addition to the text and JQL filters, a user can apply a Jira filter to narrow down the issues on the planning panel.
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The ‘Unplanned only’ and ‘Unassigned only’ checkboxes on the planning panel
Note the two checkboxes that appear, once a source with the type of Jira dates is selected for the event planning, Unplanned only and Unassigned only.
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The ‘Unplanned only’ checkbox
Let’s say, in my calendar, I have a Jira dates source “Due dates SSPC” that is based on a single date, Due date, and is configured for the project SSPC.
Should I prefer to perform a planning for the issues that don’t have a set value for the field Due date, I will have to check the Unplanned only checkbox.
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In case the source “Due dates SSPC” is selected for a planning, each time an issue is dragged and dropped from the planning panel onto a calendar, a value for the field Due date for that particular issue is provided.
For instance, I would like to set a due date, March 6th, 2023 for the issue SSPC-14 which does not have a set due date yet. Once the Unplanned only checkbox is ticked, I will be able to find the issue SSPC-14 on the planning panel. Then, I will open my calendar with a visible date, March 6th, 2023, and drag-and-drop the issue SSPC-14 from the planning panel onto March 6th, 2023 date.
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Once the issue is dropped on a calendar’s date, the Jira dates event is created and the due date is set for the issue SSPC-14.
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Should I require to override the due date for a given issue, I will have to uncheck the checkbox Unplanned only, find the issue, and then drag-and-drop it from the planning panel onto a calendar’s date that represents a new due date for the issue.
For example, the due date for the issue SSPC-14 has to be set March 30th, 2023 instead of March 6th, 2023.
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The ‘Unassigned only’ checkbox
There could be times when you require to plan the events based on the issues that are unassigned, at the moment. This is when the checkbox Unassigned only comes handy.
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In case an unassigned issue is being drag-and-dropped onto a calendar, the Edit Event dialog will be shown to a user who is performing the event planning to suggest to review the issue assignee and, if needed, to assign the issue.
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The event planner can leave the issue unassigned though, and complete the event planning without editing the issue.
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Planning errors and how to fix them quickly
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Have you dropped an issue to a wrong date? |
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1️⃣ Click the planned event with an incorrect date and drag the event to a correct date, if possible. In case the correct date is not within a visible date range, please refer to one of the solutions described below.
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2️⃣ Click the planned event with an incorrect date to open an info dialog, and click the Delete button. This will result in clearing the just provided value for the configured field. It will not delete the Jira issue itself.
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Once the provided earlier value is cleared, perform the event planning once again by drag-and-dropping the issue onto a correct date.
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3️⃣ Double click the planned event with an incorrect date to open the Edit Event dialog. Then, provide a correct date and save the change.
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Exiting the planning mode
To exit the planning mode, simply, click the Close planning mode button, on the left.
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