Learn how to set up Jira Software Cloud and integrate it with other products and applications.
Learn how to configure your Jira Software Cloud company-managed projects to suit your agile development processes.
Learn how to create, search, and work with issues in software projects, manage your profile, and more.
Learn how to get started, enable features, and manage and administer team-managed projects.
Search for issues, navigate to your work, use advanced search, and work with your search results.
Plan and view work across multiple teams, projects, and releases using Plans.
To make getting started easier, you can create a sample plan with clean data that demonstrates the power of the tool.
All of the processes described in this section require the Plans Administrator permission.
To create a sample plan:
Select Plans from the navigation at the top of your screen.
Select Create sample plan, then use the Create sample plan button to make your plan. You can wait for it to be created, or you can dismiss the window and you’ll get a notification when your plan is ready.
What to do if you receive an error message
The process of creating a sample plan is an automated function. Depending on the settings defined by your site administrator, you may run into certain configuration barriers that prevent you from making a sample plan.
Your plan couldn’t be created because of a configuration error
There’s a few reasons you might see this error:
Your issues have required fields
If your administrator has configured required fields, they’ll prevent your sample plan from being created. To resolve this, an administrator needs to remove all required fields from your issue configuration. Learn how to make fields required.
No issue links have been configured
By default, your plan uses the Blocks issue link type. If this hasn’t been configured in your site, it’ll prohibit a sample plan from being created. Learn how to configure issue links.
Issue watching is disabled
The creator of the plan (in this case, you) needs to have issue watching turned on in order to create a sample plan. To resolve this error, you need to enable automatic issue watching. Learn how to enable this function.
Your plan couldn’t be created because you’re missing a required permission
Creating a sample plan requires four specific permissions:
Browse projects permission
Create issues permission
Transition issues permission
Edit issues permission
All of these permissions are required to create the sample plan. Learn how to change permissions schemes.
Try to create your plan again
If you get this error, we’re not sure what went wrong. Reach out to our support team who can help you troubleshoot the problem, and they’ll inform our development teams of this new error. Contact Atlassian support.
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