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How to Create a Plan in Jira

Updated on:
May 25, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to set up a new plan in your Jira workspace.

Quick summary

Jira's Plans feature lets teams create and manage project roadmaps directly from the main dashboard. In just a few steps, you can configure a new plan with custom name, access, and work settings and add it to your Jira space instantly.


Steps

  1. On Jira's main dashboard, navigate to the left-side panel and click the Create Plan button next to Plans.
  2. Fill in all required plan details, including Name, Access, and Work, configuring each input field to your preference.
  3. Click the Create button to submit your new plan configuration.
  4. Your Jira plan will be successfully created and added to your Jira space.

📌 Why this matters

Jira Plans gives project managers and agile teams a powerful way to build and visualize cross-project roadmaps without leaving their existing workflow. Creating a plan in Jira takes only seconds and immediately organizes work across teams, sprints, and timelines in one centralized view. This feature is critical for teams that need real-time visibility into project dependencies, capacity, and delivery schedules. For organizations scaling their agile practice, Jira's planning tools reduce context switching and keep every stakeholder aligned on priorities.
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