Flexible Team Planning

Plan nearly anything with a Flex Plan. Instead of creating epics or issues for ideas that never get approved, start planning with a Flex Plan. You can start to plan without a Jira issue or team, and then add more information as you get more clarity into your organization’s business goals. You can even keep the flex plan as a lightweight roadmap - it doesn’t impact your teams' capacity until it’s converted to a team plan with an assigned Jira issue.

Use Flex Plans to:

• block in team capacity

• create a lightweight roadmap

• remember ongoing efforts that you can allocate some team capacity toward

• perform high-level planning for yourself, your project, or your team without associating a plan with a Jira epic or assigning it to a team.

You can convert any Flex Plan to a Team Plan by assigning it to a team.

Before You Begin

• Until you assign a Flex Plan to a team or Jira issue, you’re the only person who can view the Flex Plan.

• To convert Flex Plans to Team Plans, you must have the following permissions:

  • View Plans

  • Manage Plans

• To assign Flex Plans to a team, you must add the team to the Teams view.

Create a Flex Plan

Flex Plans can be as simple as a start and end date or include a Jira issue and detailed plan. You can create a Flex Plan from the Plan Time shortcut or by selecting some time in the Flex Plan row.

Edit a Flex Plan

Click the plan card to edit a Flex Plan.

If you add a team, the Flex Plan is converted into a Team Plan. Assuming you have the appropriate permissions to modify that team’s plans, you can remove the team from the Team Plan and convert it back to a Flex Plan.

Remove a Flex Plan

Hover over a Flex Plan and click the X.

Convert a Flex Plan to a Team Plan

You can convert a Flex Plan in one of two ways:

• Edit the Flex Plan and assign a team.

• Drag the plan to a team.

Team capacity is not calculated until the plan is scoped to a Jira issue.