Agile Project Plan Templates

Agile Project Plan Templates

Easily create crystal clear plans and trackers for your agile projects using our agile project plan templates.

Visor’s AI Smart Templates give you a complete set of visualizations for agile teams including Gantt charts, timelines, Kanban boards, and more.

The AI uses your specified aims and project data to create agile project templates customized to your team in minutes, saving you hours of time and effort.

To get started, click the button below, create your free Visor account, and when prompted, select “Use Smart Template.”

agile project plan template in the form of a gantt chart in Visor
Giving Visor's AI instructions to create a set of sprint planning templates

How To Use AI Agile Project Plan Templates

  1. Create your free Visor account
  2. When asked, “What is this workbook for?” click “Use Smart Template.”
  3. Select one of the preset options, or click “Other” and tell the AI what you need to help plan your agile project
  4. The AI will use your information to create a full set of custom agile project plan templates in minutes
  5. Connect your app data if required (using Visor’s integrations with apps like Jira and Asana)
  6. Make any tweaks and adjustments as required.
  7. Start planning your projects

What Are “Smart” Agile Project Plan Templates?

Smart agile project plan templates are agile project planning visualizations that are set up for you by Visor’s AI using your specific requirements and objectives.

Visor’s AI only needs a small amount of information to configure your custom agile project plan templates. It gets to work immediately in the background, and creates your templates in a few minutes or less.

The template creation complete screen in the Visor app. The screen details what the AI has done to configure the user's custom template.

Verified Visor Reviews:

“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”

Nick B.,
Atlassian Reviewer

“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”

G2

Nick B.,
Small Business Project Manager – G2 Review

“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”

Kemper R.,
Atlassian Reviewer

“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”

G2

Camilla B.,
Product Manager – G2 Review

“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”

Gabby C.,
Atlassian Reviewer

“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”

Shruti P.,
Atlassian reviewer

Visor Agile Project Plan Templates – Key Benefits:

Import Data From Jira and Other Apps

Use real-time data from apps like Jira and Asana in Visor’s agile project plan templates. Create and share crystal clear, beautiful agile plans and project trackers that stay in sync and up-to-date with the work and task management apps your teams already use.

The importer screen in Visor, with a Jira project selected with a set of filters applied to the import.
A sprint planning template in a Kanban Board format

Complete Set of Customizable Agile Project Plan Views

Create and track your agile project plans using Gantt charts, roadmaps Kanban boards, dashboards, and other view types, that all stay in sync. Equip your team with different formats for different purposes without extra effort.

Minimize Effort When Planning Your Agile Projects

Generate fully configured agile project plans, project trackers, and reports easily in just a few minutes. Let the AI do the time-consuming setup, save time and effort and spend more time perfecting and executing your projects.

A roadmap view for a CEO created using Visor's AI Smart Template functionality.
Example of a sprint planning template in Visor, with tabs for other sprint planning views shown

Agile Project Plans Shaped With Best Practice

Visor’s AI learns from thousands of project plans and reports created by other agile teams to generate templates that meet your specific requirements. The AI also infuses your plans and reports with best practices, and helps you avoid the mistakes and frustration of trial and error.

Fully Customizable Agile Visualizations

Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming plan and report setup, you can change and customize any detail you like. The AI saves you time, but you’re still in charge. You can even use the AI to create alternate versions of your agile plans as and when you require.

The color formatting options panel in a template in Visor, using the AI Smart Template technology.
The sharing options for a visualization created using an AI-powered template in Visor.

Agile Project Plans That You Can Share Easily

Keep all your stakeholders updated at every step with agile project plans and trackers that update in real-time. Share your visualizations securely and easily using email invites or reusable sharing links, complete with permission controls.


Use Visor’s Agile Project Plan Templates With Existing Data From Your SaaS Apps

Connect Visor to popular SaaS apps or input your project data directly into Visor to create your agile project plans.

Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.

Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.

Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.


Agile Project Plan Templates FAQs

Can I use import projects from apps like Jira?

Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use your project data from these apps in your agile project plan templates.

The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates. You can even import multiple projects to create portfolio views that incorporate all the teams, projects, or products in your organization or business unit.

Visor’s project portfolio management functionality enables you to get a complete view of all your projects in holistic visualizations, so that you can plan, track, manage, analyze, and share all your agile projects more effectively and ensure resources and are optimally deployed across your teams and organization.

Can I use live data from projects in apps like Jira or Asana in Visor’s agile project plan templates?

Yes, you can connect Visor with apps like Jira and Asana to visualize, plan, and track your agile projects in Visor’s crystal clear views, which you can easily share with stakeholders that lack Jira or Asana access too.

Visor’s sophisticated bi-directional integration with Jira and Asana maintains the integrity of your data and keeps Visor visualizations in perfect sync with your projects’ progress.

Can I organize my agile project plan using sprints in Visor’s template?

Yes, you can organize and visualize your agile project plan in sprints using Visor’s agile project plan template.

What other time increments can I use to plan and view my agile projects in Visor?

You can use the following date ranges in your agile project plans in Visor:

  • Sprints & Days
  • Weeks & Days
  • Months & Days
  • Months & Weeks
  • Quarters & Weeks
  • Quarters & Months
  • Years & Months

Can I create multiple views of my agile project plan with different time increments?

Yes, you can also create multiple views of the same project that use different time increments, simply by cloning a view (like a project plan Gantt chart or roadmap) and selecting a different time increment from the “Zoom” dropdown menu.

This enables you to create a mix of long term and short term views of your agile plan that you can draw on at any time for different purposes. For example, your CEO might want to see a long term plan, while meetings with your team executing the plan would typically require something more detailed and shorter term.

Using Visor means you have a variety of perspectives to view your plan by – that stay in sync with your latest plan and project progress – without any extra work to create them or keep them updated.

Can I add story points in Visor’s agile project plan template?

Yes, in Visor you can add story points and other time and effort estimates to the tasks in your agile project plans to help you ensure your plans are feasible, achievable, and properly resourced.

What formats, or view types can I use in Visor to produce my agile project plans?

In Visor you can use AI Smart Templates to create, manage, and track your agile projects using a range of view types, including:

  • Gantt Charts
  • Roadmaps
  • Timelines and Capacity Charts
  • Table or Spreadsheet Views
  • Kanban Views
  • Dashboards

Can I add milestones to agile project plan templates created in Visor?

Yes, you can easily add tasks as milestones or set existing tasks to be displayed as milestones in Visor’s Gantt chart view. These milestones can be color coded based on criteria such as priority, status, assignee, or any other relevant criteria.

Adding milestones in Gantt charts helps you to highlight and identify which tasks are critical steps on the journey to the successful completion of your sprint or project.

Can I create high-level views that include all of my team’s project plans, or all of my organization’s project plans?

Yes, within Visor you can easily create visualizations that include multiple:

  • Sprints
  • Projects
  • Products
  • Teams
  • Business areas

You can group these visualizations by any criteria in a dropdown field, for example priority, assignee, product, strategic aim, initiative, and more.

Can I use Visor’s agile project plan template to create varying views of my plans for different stakeholders?

Yes, using Visor you can easily create multiple versions of your agile project plans that are tailored to different audiences using the same real-time data.

Creating multiple – but synchronized – versions of your agile project plans enable you to ensure that you have the best view possible for specific teams, stakeholders, or purposes (such as planning meetings, sprint retrospectives, or presentations to senior stakeholders).

Some of the attributes you can modify to create multiple custom views of your agile project plans include:

  • “Zoom” or Timescale: Quarters and months for your executive board and sprints for your engineering team.
  • Data Groupings: Group data by the assignee for your team views and by the strategic initiative for your executive board
  • Levels of Task: Choose to show all task levels for personal views, epics to tasks for team views, and epics only for senior stakeholder views

Creating multiple views of your agile project plans for different team members, teams, stakeholders, or purposes is quick and easy. All views are synchronized and use the same underlying data source, which means you can have many different views of your projects without having to manually reorganize or update data.

Can I use Visor’s agile project plan templates for free?

Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. After this trial period you can choose to select a Team or Starter plan, or continue on the Visor Free plan.

Why is using a Smart Template to create sprint plans better than creating your own plans from scratch or using generic templates?

Smart Templates in Visor are powered by AI, which uses your data, your prompts, and its learnings from thousands of human-created visualizations.

This enables it to produce agile project plans and other visualizations infused with best practices and fully customized to your precise requirements and objectives.

The difference between Smart Templates and regular templates for agile project planning is akin to the difference between wearing a finely tailored, top-of-the-line suit to an ill-fitting, under-sized, off-the-rack shabby suit and trying to make it fit like the professionally tailored version – it’s possible. Still, it will take you lots of time, effort, trial-and-error, and frustration to get there.

Using Smart Templates for agile project planning gets you off to the best possible start, saves you hours per agile plan created, and saves you heaps of frustration. It’s a genuine game-changer in your ability to plan and visualize your sprints, projects, and portfolios of projects.

Who typically uses Visor’s agile project plan templates?

Visor’s agile project plan templates are primarily used by:

  • Project managers
  • Engineers
  • Development leads
  • Product managers
  • Directors and CEOs

However, Visor enables you to create real-time agile project planning, tracking, and reporting visualizations that are ideal to share with other stakeholders, clients, and colleagues too.

Can I nest epics, user stories, tasks and subtasks (or other parent and child relationships) in Visor’s agile project planning template?

Yes, agile project plans created in Visor have comprehensive task-nesting support. Nesting is made easy in Visor. You can nest records below another record using:

  • Drag-and-drop
  • Keyboard shortcuts
  • The record settings drop-down menu

If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time manually re-nesting your project data.

What other templates are available in Visor?

Visor has a wide range of templates, which you can find in our Templates Library.

Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.

How do I access AI-powered Smart Templates in Visor?

When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button. 

You can then pick from a range of popular template categories, or click “Other” to ask the AI to create something different to the available options. You can use the free text box to supply additional information to help the AI create a set of visualizations (or templates) that will best meet your needs.

To access Smart Templates if you already have a Visor account, simply click the New Workbook button within an existing workbook, or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.

Does Visor support other project management methodologies alongside agile?

Yes, Visor is incredibly flexible and has a range of highly customizable view types, which you can use to create project plans, trackers, and reports using methodologies as varied as agile, waterfall, Scrum, Kanban, lean, and other or hybrid methodologies too.