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Quick Start Guide

Welcome to MSP Planner for Jira. This guide will get you from a blank slate to your first professional schedule in five simple steps.

Step 1: Create Your First Schedule​

The application starts with a sample schedule loaded to help you explore the features. To start your own project:

  1. Locate the Schedules Selector in the toolbar.
  2. Click the dropdown list.
  3. Select "Create new schedule" at the bottom of the list.
  4. Give your schedule a name and associate it with your Jira project.

Step 2: Bring in Your Jira Tasks​

You don't have to enter data manually.

  1. Click Add Tasks in the toolbar.
  2. Search for your key Jira issues or select a specific Sprint/Release.
  3. Click Add. Your Jira issues are now linked to your timeline as "Reference Tasks."

Step 3: Build the Hierarchy​

Organize your tasks into a professional structure:

  • Select a task and use the Indent button to make it a sub-task.
  • Create Milestones (tasks with 0 duration) to mark key delivery dates.

Step 4: Establish Dependencies​

Create the logic of your project:

  • Click and drag the end of one task bar to the start of another to create a Finish-to-Start link.
  • Now, if you move a task, all dependent tasks will shift automatically.

Step 5: Assign Resources & Check Capacity​

  1. Go to the Resource View (bottom pane).
  2. Assign a user to your tasks.
  3. Look at the Resource Histogram. If you see red bars, you have over-allocated your team. Drag the tasks to a different date or add more resources to fix the bottleneck.

Congratulations! You now have a realistic, data-driven project schedule.

Next Steps​

Now that you have the basics, we recommend exploring: