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Table of Contents:

Navigating to Plain Tasks

To navigate to Plain Tasks, click the Plain Tasks link button on the top navigation bar

Only 100 very first issues are displayed in Plain Tasks.

Selecting a Project 

As you click the Plain Tasks link button on the top navigation bar, the issues of the last viewed in Plain Tasks project are displayed by default. Or, if you're using Plain Tasks for the first time, the issues of the project that is the first on the list of All Projects are displayed.

To switch to another project:

  • go to the left-hand sidebar and click Search for a project;
  • choose the relevant project from the drop-down list (you can scroll down or start typing Project Name to filter the 'All projects' list) 

After having opened several projects in Plain Tasks, you can view the Recent Projects list on the left-hand navigation sidebar.

To switch to the project that was recently opened in Plain Tasks, it's possible to select it from the Recent Projects list instead of searching for it in the search box.

   

Creating Issues

Each task list item is a JIRA issue.

To create a new issue, type its summary in the text box and press 'Enter' or 'Ctrl+Enter'. The issue is created with the default assignee, type and priority and no description.

 

 

Click icons to set Issue Type, Priority, Assignee add Description when creating an issue

To set Issue Type:

  1. click the Issue Type icon at the beginning of the text box;
  2. select an option.

To set Priority:

  1. click the Priority icon at the beginning of the text box;
  2. select an option.

To set Assignee:

  1. click the Assignee icon at the beginning of the text box;
  2. start typing a user name (display name, first name or last name) in the 'Search for a user' search box;
  3. choose a user from the list of Suggestions.

To add Description:

  1. click the Description icon at the beginning of the text box;
  2. type description.

     

    If you are ready to create an issue when done entering your description text, you can press 'Ctrl+Enter' instead of clicking the 'Create' button.

Use autocomplete to set Priority, Issue Type and Assignee when creating an issue

To set Issue Type:

  1. type '#' and the first letter of the Issue Type you'd like to set, e.g. #B (for Bug), #I (for Improvement) or #T (for Task);
  2. select an option.

To set Priority:

  1. type '!' and the first letter of the priority you'd like to set, e.g. !M (for Minor, Major) or !C (for Critical);
  2. select an option.

To set Assignee:

  1. type '@' and start typing the display name, user name, first name or last name of the user you want to assign the issue to, e.g. @p;
  2. select a user from the suggested options.

When a new issue is created, it's added to the list with icons showing its type, priority and assignee.

Issue description and comments are displayed on the right-hand sidebar when you click an issue.

To switch to the JIRA Issue screen of some issue, just click its Issue Key.

 

Creating Sub-Tasks

To create a new sub-task:

  1. hover your mouse over a parent issue you want to add a sub-task to;
  2. click in the end of the issue summary;
  3. type sub-task summary in the text box and press 'Enter' or 'Ctrl+Enter';
  4. the sub-task is created with the default assignee, type and priority and no description.

While creating a sub-task, you can set its type and priority, assign it and add description the same way as you do when creating issues.

Resolving and Reopening Issues

Resolving works only if your workflow has the 'Resolve Issue' or 'Done' transitions.

Reopening works only if your workflow has the 'Reopen Issue', 'To Do' or 'Backlog' transitions.

Currently Plain Tasks doesn't support Process Management (JIRA Core), Basic Service Desk and IT Service Desk (JIRA Service Desk) project types due to their complicated workflows. If you encounter issues with one of other standard JIRA project types, please contact us.

Mark the checkbox next to an issue to resolve it. No confirmation is required.

 

To reopen an issue, unmark the checkbox next to it.

Editing Issues

You can edit:

  • Summary
  • Description
  • Priority
  • Issue Type
  • Assignee

To edit Summary:

  • select the issue, which summary you want to edit;
  • you'll see its details on the right-hand sidebar;
  • click the summary text on the sidebar;
  • make changes;
  • press Enter.

To edit Description:

  • select the issue, which description you want to edit;
  • you'll see its details on the right-hand sidebar;
  • click the description text on the sidebar;
  • make changes;
  • press Ctrl+Enter.

To change Priority, Issue Type or Assignee:

  • hover your mouse over the Priority, Issue Type or Assignee icon next to the issue you need to edit;
  • click it;
  • select another option.

 

To find out whom an issue is assigned to, hover your mouse over the Assignee icon next to that issue and wait for a hint.

Adding Comments

If you are viewing the details of the issue and want to add a comment to it:

  • type your comment in the Add Comment field below the issue description;
  • press 'Ctrl+Enter'.

If you are browsing the list of issues and want to add a comment to one of them:

  • hover your mouse over an issue;
  • you'll see in the end of the issue summary;
  • click it and issue details will be displayed on the sidebar with your cursor in the Add Comment field;
  • type your comment and press 'Ctrl+Enter'.

Filtering and Sorting Issues 

You can sort and filter issues at the same time. Applying several filters at a time is also possible.

Only 100 very first issues are displayed.

Filters:

  1. Unresolved/ All Issues
    When you open a project in Plain Tasks, by default you see only unresolved issues. Click All issues to view both resolved and unresolved issues. After resolving some issues, click Unresolved to view only unresolved issues.
  2. Issue Type
    By default you see the issues of all types. Select Issue Type from the drop-down menu to view only the issues of the chosen Issue Type. 
  3. Assignee
    By default you see both unassigned and assigned (to any user) issues.
    To view only:

    • 'Assigned to me' issues, select your user display name from the drop-down menu;

    • 'Unassigned' issues, select the 'Unassigned' option from the drop-down menu; 

    • issues assigned to a particular user, search for that user in the 'Search for a user' search box in the drop-down menu.  

 

You can also sort issues. Issues can be ordered by:

  • creation date from newest to oldest
  • creation date from oldest to newest
  • priority

Use the Created and Priority buttons to order issues by creation date or priority. If the issues are sorted by their creation date 'from newest to oldest', click the Created button once again to change the order to 'from oldest to newest'.

 

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