Plans and work item management

Team leads and team members can use plans to manage their work items that are planned for completion for a release, backlog, or an iteration. As work items are created, they are assigned to a category. A team lead later assigns the work item to a milestone. Plans can be associated with a team area or project area. If the work item categories are associated with a team, Jazz™ displays work items in the responsible team's plan based on the work item's category and planned iteration settings. If the work item category is not associated with a team area, a project area is used.

Before beginning work on a plan, define the timelines, iterations, team areas, and work item categories for your project. If you do not have team areas, you can create a plan for a project area.

The following figure outlines the relationship of how categories, team areas, and iteration schedules help assign work items to the appropriate team and plan. With these relationships, team members can view and manage work items for all iterations within their corresponding plans. The steps for creating and using a plan are presented in the topics in this section of the help.

Figure 1. Work item categories and iteration schedules drive team assignments
The figure shows how work item categories and iteration schedules are used to populate plans with work items.

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