Planner - Capacity Planning

The Planner module is the main workspace in ActivityTimeline for planning, scheduling, and managing team workload.

It allows managers and team leads to plan Jira tasks, create bookings and events, review availability, monitor workload, and adjust schedules directly on user and team timelines.

Below is an overview of the main Planner interface elements.

(1) Users Timeline Panel

The Users Timeline Panel displays current and future schedules in a calendar-style view.

Each row represents a user, while each column represents a specific day, week, or month depending on the selected planning view. This panel helps you see who is working on what, identify overloaded users, and adjust plans visually.

(2) Issue Panel

The Issue Panel displays Jira issues available for planning.

By default, if no filters are applied, the panel shows Jira issues that were modified within the last 30 days.

Issues can be dragged from this panel and scheduled directly on user timelines.

(3) Issue Panel Filters, Grouping

The Filters, Group, and Extra options allow you to narrow down and organize the list of Jira issues in the Issue Panel.

You can filter and group issues by different criteria, such as project, assignee, status, priority, issue type, sprint, and other available fields.

Filters from the Issue Panel can also be applied to the timeline to focus only on relevant work.

(4) User/ Team Drop Down

Use this dropdown to select the user or team timeline you want to view.

This helps you quickly switch between individual users, specific teams.

(5) View

Use the View dropdown to switch between available timeline views:

• Users — displays individual user timelines.

• Team with Users — displays the selected team timeline together with its users.

• Teams — displays team-level timelines.

This allows you to review both individual capacity and higher-level team workload.

(6) Planning Units

Use the Planning Units selector to switch between predefined timeline scales.

This helps you review plans at different levels of detail, from day-to-day scheduling to longer-term capacity planning.

(7) Planning Period

Use the navigation controls to move forward or backward through the timeline.

The arrows allow you to jump by the selected planning unit: day, week, or month. Click Today to return to the current period.

You can also use the date picker to select a specific date range and quickly find the planning data you need.

(8) Aggregation Mode

Aggregation Mode groups timeline data into summarized views.

You can aggregate information by:

• Project

• Epic

• Status

• Priority

• Type

This is useful when you need a higher-level overview of planned work instead of reviewing each issue separately.

(9) Milestones Panel Icon

Click the flag icon to show or hide the Milestones Panel (16)

(10) Compact Mode

Compact Mode reduces the size of timeline rows and cards so that more information fits on the screen.

This is useful when working with larger teams or reviewing longer planning periods.

(11) Timeline Filter

The Timeline Filter allows you to filter Jira issues and custom events directly on the Team Panel and Users Panel.

The filter icon changes color depending on its status:

• White — filter is not active.

• Blue — filter is active.

This helps you quickly understand whether the timeline is currently filtered.

(12) Help Section

The Help icon provides quick access to ActivityTimeline documentation and the support portal.

Use it when you need product guidance, setup instructions, or additional assistance.

(13) New Task Button

Click to create Jira issues or custom events directly from the Timeline Panel.

This allows you to add new work items without leaving the Planner view.

(14) Refresh Button

ActivityTimeline automatically synchronizes with Jira every 10 minutes.

If you need to see Jira changes immediately, click Refresh to update the Planner manually.

(15) Team Panel Mode

The Team Panel Mode setting controls how team-level workload and availability are displayed.

(16) Milestones Panel

The Milestones Panel appears above user timelines and is used to display important high-level events, such as releases, deadlines, sprints or other key dates.

To configure which projects and boards are shown, click the gear icon in the Milestones Panel.

(17) Team Timeline

The Team Timeline provides a team-level view of planned work, workload, availability, and key schedule items.

It is especially useful for reviewing overall team capacity before assigning work to individual users.

(18) Individual Panel Mode

The Individual Panel Mode controls how workload and availability indicators are displayed.

Depending on the selected mode, the indicator can show user workload, availability, percentages, or the number of assigned issues.

(19) Individual Indicator

The Individual Indicator appears under each user’s name and shows daily workload or availability values.

The displayed numbers depend on the selected Individual Panel Mode. They may represent planned hours, available hours, workload percentage, or the number of issues assigned for each day.

This indicator helps quickly identify whether a user is available, fully booked, or overloaded.

(20) Overdue Issue

The red number next to a user indicates overdue issues.

Click the number to view issues that were scheduled for this user in the past but have not yet been resolved.

This option is disabled by default and can be enabled in:

Configuration → Timeline Panel settings