Planning Tasks allow you to easily plan projects in Jira. Instead of creating Jira issues for ideas that may never get approved, use Planning Tasks to draft your entire project plan: add work, remove work, organize the work, and get everyone aligned before a single Jira issue gets created. Once you're ready, you can convert your entire plan - or just some of your Planning Tasks - into Jira issues.
Creating Planning Tasks
To create a new Planning Task:
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- Select the task's name in the Summary column.
- Edit the task's details in the Secondary panel.
- To add information from additional fields, select the +Add field button, choose the fields you want to include, and edit them here.
Converting Planning Tasks to Jira Issues
Once your plan has been reviewed and approved, you can convert it to Jira issues. You can convert multiple Planning Tasks at one time, or convert each Planning Task individually.
Converting Multiple Planning Tasks
To convert multiple Planning Tasks to Jira issues:
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