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Enable custom fields to use in your plan

This page refers to the advanced planning features that are only available as part of Jira Cloud Premium and Enterprise.

We have a separate section for documentation about the project timeline that’s included in Jira. Go to the documentation for the project timeline in Jira.

 

Be it custom date fields or labels, most Jira administrators add at least one custom field to their issues in Jira. In order to use them in your plan, you’ll need to add them.

If you remove a custom field from your issue’s scheme, but still use a custom field in your plan, you won’t be able to save values assigned to these fields to your issues.

The following globally-scoped custom field types are supported in your plan:

  • checkbox

  • date picker

  • user picker (single user)

  • number

  • radio button

  • single-choice select

  • multiple-choice select

  • single-line text

  • URL (read-only)

Team is no longer a custom field since Plans now uses the same Teams platform as the rest of Jira.

Read our announcement of this change.

Find out how to use Teams in your plan.

You can also add custom fields team-managed projects to your plan. Unlike fields from company-managed projects, which can be used across all issues in your plan, those from team-managed projects can only be added to issues from the same project in which the field was configured.

The processes described in this section are only possible with Jira administrator permissions.

Before you can use a field in your plan, you need to create it and add it to your issues. This process is different for company-managed and team-managed projects.

Add custom fields to company-managed projects

  1. If you haven’t already, create a globally-scoped custom field. View instructions on how to create a custom field for all company-managed projects.

  2. Associate that custom field to a screen. View instructions on how to associate a field to a screen in company-managed projects.

    1. Optional: Once you’ve created your custom field, you can configure it to have a default value. Read how to configure default values in custom fields in Jira.

Now that you’ve added the custom field to issues and the scheme, it can be added to plans. Find out how to add it to your plan.

Add custom fields to team-managed projects

Before you can use a team-managed custom field in your plan, you’ll need to configure it in that project. Read how to create a custom field in a team-managed project.

Now that you’ve added the custom field, it can be added to plans. See how to add it to your plan.

 

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