Creating plans in your dashboard

Trey Whitfill

Just got a trial Premium membership and I am trying to figure out how to create plans on the dashboard for the purpose of tracking different departments/fields across multiple projects?

 

I also need to figure out how to archive older projects after completed?

 

Plus integrate Microsoft Teams into the project folders.

John Funk

Hi Trey - Welcome to the Atlassian Community!

1. You don't put plans in Dashboards - you just create plans! Click the Plans menu option in the top nav bar and follow the steps. 

2. Go to Settings (cog icon in upper right)  > Projects. Search for the project, then click the 3 dots menu to the far right and select Archive.

3. https://support.atlassian.com/jira-service-management-cloud/docs/connect-microsoft-teams-to-your-service-project/