Plan a quarter
Pick, rank and commit solutions to a quarter in Planning.
- Open Planning and choose Quarters. Create the quarter if it doesn't exist yet.
- Add one to three objectives with measurable key results.
- Open the backlog and drag items into the quarter, or open a Feature, Solution or Discovery hub’s header menu and choose Add to…. Search the Open quarters and pick the existing quarter you want. Closed quarters aren't offered. Choosing a different quarter moves the item's placement there.
- Rank them. The quarter plan is shared with everyone in the workspace and # is the position within its quarter. The Impact score helps, but you decide the order.
- Group them into releases. See Release.
The timeline view shows quarters and releases on a calendar.
In Objectives, drag an objective by its grip to put it above or below another objective. All key-result rows temporarily fold away while dragging and return when you drop or cancel, following your Show Key Results setting. Key results stay with their parent objective. Dropping on a quarter header puts the objective first in that quarter. You can also focus the objective grip and use the up and down arrow keys.
Shared order
Workspace admins can use Import browser plan once, before a shared plan exists, to bring across a previously saved browser order. Confirmation is required; it is never imported automatically.
Use Order this quarter by impact to preview a quarter’s new order and confirm it for everyone. Features and solutions use different impact scales, so each type is ordered within its own positions. Unscored items go last within their type. Undo restores the previous order; changes are recorded in History. If someone else changes the plan before your save, reload the shared plan rather than overwriting their changes.