Easier setup when creating new plans

[#1]

Hi everyone,

We’re rolling out a new, easier way to create Jira Plans so you can get from “new plan” to “useful plan” with less guesswork. The new multi-step setup wizard helps you configure key choices up front: work sources, teams, field columns, and contributors; so your plan reflects how your team actually works from the start.

What’s changing

We’re moving from a simple 2-step create flow to a clearer 5-step wizard for new Plans. Instead of dropping you into a plan with minimal context, the wizard guides you through essential setup before you land on the timeline.

You can move between steps, skip most of them, or go straight to your plan once you’ve finished the first step.

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1. Plan basics and work sources: Name your plan, set access, and pick work sources (Space, Board, Filter). Exclusion rules are available if you’re near issue limits.

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2. Teams: Add teams from an “Add team” menu or choose from suggested teams, then link them to your selected work sources.

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3. Group-by settings: Choose how you want to group your work in the plan.

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4. Field columns: Select which columns you see and reorder them.

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5. Share your plan: Invite collaborators now or later.

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Why we’re making this change

The setup wizard guides you initially, helping build a clear mental model, showing how Plans connects to your boards, filters, and teams, and reducing confusion when you open a plan.

Who this helps

• Teams that regularly create new Plans
• First-time or occasional Plans users
• Anyone who wants more control over fields, teams, and views from the start

How to try the new setup wizard

1. In the left navigation, select the Create plan button (the [+] next to Plans).
2. Complete Step 1 to name your plan, set access, and choose work sources. That’s the only required step.
3. Continue through steps 2–5 to add teams, choose group-by, customize field columns, and invite collaborators, or skip and go straight to your plan.

When you’ll see this

We’re rolling this out gradually in December 2025. Timelines can vary by site during phased rollouts.

Tips and things to know

• Only Step 1 is required; you can skip later steps and finish setup anytime.
• You can adjust group-by and field columns after creation.
• Navigation is flexible. Move back to earlier steps to tweak your setup.

How to share feedback

Tell us what felt easier or clearer, which steps were confusing or unnecessary, and what options or defaults you’d like more control over. If you encounter issues, please add details about what you were trying to do and any steps to reproduce.

Thanks for trying the new experience and helping us make Jira Plans better.

— Joe Nguyen, Product Manager: Jira Plans