# Adding a planning item

### Video overview

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FLFlDcWAT8CelkxQytQQt%2Fadd_a_planning_item_no_audio.mp4?alt=media&token=a8e72901-5b83-49cc-bf6d-3cc183bca4a7>" %}
Adding a planning item from Jira
{% endembed %}

### The flow of adding a planning item&#x20;

#### 1. Select 'Planning' from the Add card menu

If you have planning items available in your plan, you will see the Planning option in the add card menu.&#x20;

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FjbiCugchU9M1l5dwxKYu%2FScreenshot%202024-12-09%20at%2011.04.05%E2%80%AFAM.png?alt=media&#x26;token=39f27cc5-5b1e-44c8-8b10-e89b53fe0833" alt="" width="375"><figcaption></figcaption></figure>

#### 2. Open the select planning item UI

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FwNiXZC8q3HjoMqPZONne%2FScreenshot%202024-12-09%20at%2011.04.10%E2%80%AFAM.png?alt=media&#x26;token=f45962e1-faaf-4704-bc43-88a8c976a6ca" alt="" width="375"><figcaption></figcaption></figure>

#### 3. Configure at least one integration

Smaply supports adding planning items from multiple tools such as Jira and Azure Devops.  If you don't have any setup yet you will be asked to go and configure at least one before you can proceed

See how to do this

{% content-ref url="../integrations/planning-tools" %}
[planning-tools](https://helpdesk.smaply.app/integrations/planning-tools)
{% endcontent-ref %}

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FbAkFScB31ELH1iHpqFjj%2FScreenshot%202024-12-09%20at%2011.04.21%E2%80%AFAM.png?alt=media&#x26;token=d5f22dbe-526d-47c6-90a2-1f40309a503c" alt="" width="375"><figcaption></figcaption></figure>

#### 4. Search for an item by summary or ID

When you search, either use its identifier if you know it or by the text in the item summary.

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FoF4zzKlBX3sQRuAmDHaG%2FScreenshot%202024-12-09%20at%2011.05.30%E2%80%AFAM.png?alt=media&#x26;token=bbe268c9-ef67-4d7d-96ba-426ff2054240" alt="" width="375"><figcaption><p>Search by text</p></figcaption></figure>

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FoQGGDUoKDffe0xiR0P76%2FScreenshot%202024-12-09%20at%2011.05.43%E2%80%AFAM.png?alt=media&#x26;token=707bd2c0-6add-4cac-b855-7dd2c45da35e" alt="" width="375"><figcaption><p>Search By ID</p></figcaption></figure>

#### 5. Opening and editing the source item

Either in the toolbar above the card or in the details panel you can open the item and edit it.  Any changes will be reflected back in your journey map

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FMXRL1X5eR5JpYhnZvYwi%2FScreenshot%202024-12-09%20at%2011.06.05%E2%80%AFAM.png?alt=media&#x26;token=c605ec38-7885-4b0e-9b1c-3bd28db707a3" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://1197101183-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2For99xDEElfps9uMDY60K%2Fuploads%2FHzDDPh0xjaHsQP8dmgWg%2FScreenshot%202024-12-09%20at%2011.06.26%E2%80%AFAM.png?alt=media&#x26;token=0a702fc7-dd7f-41a3-950d-c677be262063" alt="" width="375"><figcaption></figcaption></figure>

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