Estimate effort for work items

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Set up estimate system​

Getting started with estimates in your project is quick and easy. Here’s how you can set it up:

1. By default, your project won’t have an estimate system in place. To set one up, go to Project > Settings and select the Estimates tab.

2. Click on Add estimate system.

3. You can choose from the following options:

   • Points
   • Categories

   Check out Types of estimates for more details.

4. You can either choose a ready-made template and tweak it to fit your needs or create your own custom estimate system from scratch.

5. When you are done, turn on the Enable estimates for my project toggle.

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Types of estimates​

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Points​

This system uses numeric values to quantify effort, making it a great fit for teams that prefer to track progress based on numbers. Plane offers several preset progressions for you to choose from:

• Linear A simple, evenly spaced number progression.
• Fibonacci A more dynamic progression where each number is the sum of the previous two (e.g., 1, 2, 3, 5, 8, 13, etc.). This is useful when estimating tasks of varying complexity.
• Squares A progression where each value is the square of the number (e.g., 1, 4, 9, 16, etc.).
• Custom Create your own progression to match your team’s specific needs.

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Category​

If you prefer to estimate effort by text categories rather than numbers, this is the system for you. Typical examples include:

• T-shirt sizes A common approach to estimating effort, this system uses sizes like XS, S, M, L, and XL to represent the complexity or effort of a work item. This method is popular in agile teams for its simplicity.
• Easy to Hard This system uses categories like “Easy”, “Medium”, and “Hard” to represent how difficult or time-consuming a work item might be. It’s useful when you want to quickly categorize tasks without needing exact numbers.
• Custom You can create your own custom categories to fit your team’s workflow. Whether you want to use something like “Low”, “Medium”, “High” or something more specific to your project, the custom option allows complete flexibility.

This system provides a high-level estimate of effort based on intuitive categories, which is especially helpful in teams where relative effort matters more than precise numeric estimates.

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Edit estimate system​

To update your estimate system, follow these steps:

1. Click the pencil icon next to the estimate system you’ve set up.

2. Select Add, update or remove estimates.

   • Add new estimates as needed or remove ones that are no longer relevant.

3. Select Change estimate type.

   • If a different type of estimate system suits your project better, you can switch between system types here.