Best Practices for Organizing a Jira Issue

August 8, 2023
#Document management#How To#Jira
8 min

Atlassian Jira Software is a global solution. Thousands of people use it at work, creating many tasks daily. For many teams, Jira dashboard is a place to start their day and to look at in the evening. In this blog post, we share the best practices for creating a Jira issue and organizing projects in Jira.

Tune up your Jira project

Have you ever wondered how much time we spend on creating issues or finding missing information? We aim to be more and more effective. That’s why companies are looking for techniques and solutions to optimize the process of working with issues in Jira and minimize team efforts.

When you start with your Jira project, you can enter additional descriptions of Jira fields, components, and workflow states. This action is not required. Many admins would tend to skip it to save time. However, you can lose many more in the long run.

Setting detailed descriptions where possible in Jira, you can minimize your team’s onboarding with the project later. This way, you help users understand the rules and specifics of this particular field, saving your team’s time in a long perspective. So try not to get tempted by one-minute benefits and stick to best practices instead.

Add links and references

Jira itself is a great solution for project management. With proper organization and description, working with Jira issues can be easy.

You can facilitate the team workflow with the help of additional informational resources. Jira allows us to do it in a moment in a few ways.

Add project shortcuts

All additional data is beneficial. Is it true? Well, almost. The truth is we are pressed with time and have limited resources to study all the information we face daily. So think twice before adding another link to your Jira issue.

For data used regularly by many team members, Jira has project shortcuts. You can add links to the team space in Confluence, Bitbucket repository, or project website here. Whatever matters most for your team in this project and lives outside Jira fits well in Jira shortcuts.

Add project shortcuts

Link to Confluence pages

Confluence is another Atlassian product that synchronizes with Jira easily. You can create a knowledge base with detailed instructions, records, and tutorials in Confluence and reuse it in your Jira project. This way, you get well-structured documentation that is reader-friendly. At the same time, you avoid duplicating information by linking Confluence pages to Jira issues instead of copy-pasting information.

Connect several Jira issues

Your projects will look much more organized if you link related Jira issues. For example, your team can have many tasks to do, and one task requires another to be done in advance. You can simply specify it in the Jira description. The problem is you can miss this information while browsing across the project.

In Jira, you can link issues and identify their relations. After that, everyone will see the association between two existing issues on either the same or different Jira instances.

Connect several Jira issues

Issue linking allows you to indicate different connections. For example:

  • An issue may relate to another.
  • An issue may duplicate another.
  • An issue may block another.

Jira has default relations for issues, but Jira administrators can customize them to fit the project better. This functionality makes issue linking flexible.

Add files to Jira issues

Sometimes you may need to add files directly to Jira issues instead of including links. Jira allows you to store files and documents related to tasks and always have them at hand.

By default, you can attach files up to 10 MB, but your Jira administrator can update these settings. All attachments will appear in the corresponding Jira issue in one list.

The out-of-the-box Jira capabilities can be handy, but not for every case. Here comes the Atlassian Marketplace. Lots of vendors offer their apps for almost every possible challenge. The same is true for working with documents. Just type the word “Attachments” in the search field on the Atlassian Marketplace, and you instantly get an advanced solution for file management in your Jira issues.

Smart Attachments for Jira

With Smart Attachments for Jira, you can perform more complex operations on files in your Jira. The app has lots of functionality for various business types.

With Smart Attachments, you can create categories for different file types and locate them in your issue faster. You can select any category name based on your project specifics. For example, it can be categories named after the attachment type (i.e., screenshots, designs, videos, etc.) or the review stage (i.e., draft, work started, ready for review, approved, requires work). For more complex cases, you can add access restrictions based on user groups or project roles. This way, your teammates get a well-structured file system within Jira, and project leads can be sure that sensible documents can be viewed or modified by relevant people only.

Create categories for different file types

Resume

Jira Software provides multiple ways for project organization. Consider adding shortcuts, links, knowledge base, and attaching files to ensure your team’s productivity. If you work with many files in your Jira project, Smart Attachments for Jira will help you organize them. Still, you are to choose what’s best for your business.

Pricing Adjustments for TeamCity Integration for Jira

June 30, 2022
#News
4 min

We would like to inform our community and the customers of the TeamCity for Jira Integration app of the upcoming price changes that will affect all hostings (Cloud, Server, and Data Center).

Since the first release of the app, we have extensively invested in the development of new features, provision of timely and effective support, and, of course, collaboration with you on improvements and adjustments within the app. 

Our operational costs have greatly increased since that time, and at the moment we are heavily developing the Data Center infrastructure to ensure the reliability and high performance of our app under any circumstances.

Over the years, we were working to improve services for you and provide the best quality for your satisfaction. Thus, we’ve decided to normalize the existing prices and, in particular, make the Cloud version of the app more cost-effective.

For all hostings, the price change will go into effect on August 1, 2022. Below are the new pricing models.

Cloud Pricing

Data Center Pricing

Server Pricing

Buy at today’s price

You can buy TeamCity for Jira Integration at the current price till August 1, 2022. To save up even more, go with 2 or 3-year licenses — the price will remain the same for the whole maintenance period.

But even after August 1, 2022, existing customers with commercial licenses get a 60-day grandfathering period (till September 30, 2022), so you’ll have 60 days more to renew your license for the old price.

Have questions?

Please, feel free to contact us if you have any questions or need our assistance.

7 Must-have Apps for Managing Jira Projects Like a Pro

June 25, 2020
#Jira
15 min

Project management is complicated. That’s why many PMs rely on software like Jira to plan and coordinate projects more efficiently. However, built for software teams, Jira isn’t a one-size-fits-all solution for most organizations. With each company having its unique set requirements, Jira’s default capabilities may not be sufficient.

Fortunately, the Atlassian Marketplace offers thousands of project management apps to help you manage projects in Jira like a pro. You can power up your Jira with these seven must-have apps for successful project management:

  1. Easy Agile User Story Maps for Jira by Easy Agile
  2. WBS Gantt-Chart for Jira by Ricksoft
  3. Smart Attachments for Jira by Stiltsoft
  4. Custom Field Option Synchroniser by Bitvoodoo
  5. Pivot Report by Colined
  6. Jira Workflow Toolbox by Decadis AG
  7. User Profiles for Jira by Communardo

Let’s discover more about these Jira solutions.

1. Easy Agile User Story Maps for Jira by Easy Agile

A story map is a visual representation of your customer’s journey with the product or service you are developing. It includes the actions taken by customers and their desired outcomes summarized through a user story.

Thanks to Easy Agile User Story Maps for Jira, your team is able to visualize their project backlog in a story map format. That way, everyone is aligned on a shared project vision.

Story maps transform the way your traditional backlog is presented. (Source)

Compared to flat backlogs, story maps add context to your issues. With a groomed backlog, your team can execute projects by putting themselves in the customer’s shoes. Thus, your project development efforts will be focused on providing value to your customers.

The app will auto-populate epics when it’s opened from your agile board. You can then arrange epics in chronological order, or in any order that suits your customer journey.

Hosting options: Cloud, Server, and Data Center.

Pricing: USD 10 per month for up to 10 users.

2. WBS Gantt-Chart for Jira by Ricksoft

Jira and Gantt charts bring out the best of agile and waterfall approaches for any project.

WBS Gantt-Chart for Jira transitions your existing Jira issues into a Gantt-based timeline, allowing you to break down issues into manageable tasks, track project progress, and allocate resources more intuitively. That way, you can gauge your team’s capacity and assign issues accordingly, so work is distributed evenly across your team members.

Need to view your linked issues in a Gantt-based timeline? This add-on lets you visualize and manage dependencies, so you can identify bottlenecks that impede your project’s execution.

Gantt charts are vital in visualizing high-level roadmaps of a project’s plan. Some of the key features that are highly rated by PMPs include milestone tracking and a critical path view. The app essentially turns Jira into a powerful MS Project alternative.

Break down projects into sequential issues and monitor their progress through Gantt charts. (Source)

Hosting options: Cloud, Server, and Data Center.

Pricing: USD 2.50 per month for up to 10 users.

3. Smart Attachments for Jira by Stiltsoft

To ensure all your project stakeholders are aligned on the project scope, it’s crucial to make attachments such as requirements, risks, and resources accessible.

While you can attach files directly from the issue screen, there’s still a lack of attachment management capabilities. For example, it’s a hassle to track the latest updates with multiple documents shared in a single Jira ticket.

The Smart Attachments for Jira apps addresses this issue by giving your team a better way to search and manage project attachments so that they can easily retrieve and refer to essential project documents.

Team members can add labels to documents, thus improving content discoverability in Jira Cloud. You can then group these labels into categories to sort files in a particular way. These categories are accessible from the Attachments section of your issue screen. That way, you can upload files directly to designated categories.

Tagging documents with labels helps users filter and access the right files.

A valuable feature of this app for Jira Server and Data Center is version control. This is especially useful for revised versions of contracts and change request management documents. You can upload revisions and map them to the original file. It then groups together all versions for you to keep track of it all.

Multiple versions of the same file are organized into groups.

Hosting options: Cloud, Server, and Data Center.

Pricing: USD 1 per month for up to 10 users.

4. Custom Field Option Synchroniser by Bitvoodoo

Custom fields allow you to modify your Jira fields to suit your project needs. Since every project is different, you may need to track information that is unique to your organization.

Jira gives you the flexibility to create custom fields, but there are limitations. While it provides standard fields such as issue titles and statuses, it doesn’t retrieve custom fields (e.g. customer requirements, budgets, and performance metrics) created from other databases.

Oftentimes, you have to get your Jira Administrator to manually create custom fields that are tailored to your project’s needs. Unfortunately, this is a time-consuming process – especially if you have numerous fields to be replicated, delaying the smooth start of your project.

Here’s where Bitvoodoo’s Custom Field Option Synchroniser comes in. It lets you retrieve custom fields created in other databases such as MSSQL, Oracle, MySQL, and PostgreSQL.

By synchronizing custom fields in existing databases, it saves you the hassle of recreating them on Jira.

Synced custom fields ensure consistency across systems used in your organization. This helps avoid potential discrepancies caused by free-form text errors.

The Custom Field Option Synchroniser also supports other multi-value custom fields on Jira such as checkboxes, radio buttons, and lists.

Maintain the consistency of your multi-value custom fields with Bitvoodoo’s Custom Field Option Synchroniser. (Source)

Hosting options: Server and Data Center.

Pricing: USD 180 per year for up to 50 users.

5. Pivot Report by Colined

As a project manager, it can be challenging to keep up with all the projects under your supervision. Pivot Report is a handy tool to gain a quick overview of all your Jira projects. It shows you the big picture of your issues in a pivot table format.

Stay on course with your projects by having an overview of its progress through a pivot table. (Source)

Having your issues presented in this format makes it easier to analyze core data pertaining to your projects. So you can gain better visibility over a project’s progress, from the estimated time taken to the remaining time to completion.

The reports are customizable using JQL to view progress displays according to assignees, sprints, issue types, and more.

Pivot Report even has a warning tab to flag flawed issues (e.g. overdue items or issues with no assignees). This way, you’ll be able to identify blockages in advance and take the necessary steps in overcoming them.

Hosting options: Cloud, Server, and Data Center.

Pricing: USD 5 per month for up to 10 users.

6. Jira Workflow Toolbox by Decadis AG

Workflows tie your project components together. In fact, establishing a workflow is one of the first things you should do before executing your project.

On a basic level, Jira workflow maps your issue statuses and transitions, which is reflected on your scrum or kanban project boards. For example, after an issue is completed it transitions from In Progress to Done. This, however, is done manually. Given the number of different projects under your belt, you may find updating issue statuses a repetitive task.

The solution is workflow automation. The Jira Workflow Toolbox does exactly that and more.

The Jira Workflow Toolbox’s automation feature reduces the time taken in creating workflows by executing transitions directly from your issue card. With flexible conditions, triggers, and validators, you’ll be able to automate customized processes based on your project management requirements.

On top of that, you can automate custom post functions to tailor to your project completion needs. For instance, notifying the issue reporter by adding a simple comment once the issue is marked as done.

It also caters to more complex workflows that can be configured using parser expressions, which you can then save and replicate for future project processes.

Jira Workflow Toolbox enables you to configure your workflows with specific transitions, conditions, and triggers from your Jira issues. (Source)

Hosting options: Cloud, Server, and Data Center.

Pricing: USD 5 per month for up to 10 users.

7. User Profiles for Jira by Communardo

With multiple team members collaborating across different project stages, internal communication is key to ensure a smooth workflow. But for larger organizations with distributed teams, this can be a challenge.

Your team may not know who to get in touch with immediately, which may delay task coordination.

Communardo’s User Profiles for Jira app provides teams with a faster way to get in touch with one another.

The app displays dynamic contact information when you hover over your team member’s names in a workflow.

The click-to-call feature makes it even more convenient for team members to collaborate synchronously and solve time-sensitive blockages.

Get in touch with anyone within your organization instantly with User Profiles for Jira. (Source)

Along with customizable fields such as languages and personal skills, team members are able to quickly find experts and identify reporting chains.

If your organization currently uses an existing employee directory, this tool can be synced to Active Directory and LDAP.

Hosting options: Server and Data Center.

Price: USD 10 for 10 users.

Take Jira Project Management to the Next Level

Jira on its own does wonders for project management. But it’s even better with the addition of apps to further streamline your project management processes.

Discover our comprehensive list of applications to boost your project management capabilities here!

Best Practices for Creating a Jira Issue With Templates

June 9, 2020
#How To#Jira
13 min

This is a guest blog post written by the Globo Solutions team. In this blog post, they highlighted the best practices you can use to create Jira issues with templates.

 

Jira indeed is a global solution. Thousands of people around the globe not only use it at work but also cannot imagine their lives without Jira. Users create so many tasks on a daily basis!

Have you ever wondered how much time we spend on creating issues or collecting missing information in issues? While it is minutes on a scale of one issue, but hours within a project, and even days for the whole Jira instance.

Various respected companies tend to find solutions that would help them optimize the issue creation process and minimize time costs. In this blog post, we will describe three ways to get this done:

  1. Out-of-the-box Jira capabilities
  2. Apps from the Marketplace that allow you to create issues with templates
  3. The Field Templates for Jira app

1. Tune-up your project in Jira

Buying an app is easy, but not all companies can afford it. So, the first option is exactly for them.

Jira allows setting descriptions for each of its fields individually out of the box. By adding field description or just inserting a link to documentation, you help users understand the rules and specifics of this particular field, saving your team’s time.

You can also use direct links to create issues. For example, if you click the link on a Confluence page, it will open the issue create screen. Some of these links may have prepopulated fields. It works the same as if you clicked on the Create button in Jira, but its fields already have all the information right where it belongs. You can read more details about this feature here.

2. Сreate issues with templates

The out-of-the-box Jira capabilities can be handy, but not for every case. Here comes the Atlassian Marketplace. Lots of vendors offer their apps for almost every possible challenge. Just type the word “Templates” in the search field on the Atlassian Marketplace, and you instantly get a variety of add-ons for creating issue templates. That would be the second option to pay attention to.

These apps have similar features as they let users save time on populating issue fields with the help of issue templates. You just need to pick the right template from the list. It is quite handy when you create lots of similar tasks.

In addition to that, other apps can create templates based on other tasks. These issues will have the same content as the original one. Similar to the native Jira Copy action but in a smoother way. It helps users optimize processes and save time, but it has its drawbacks. Setting up such templates is not a trivial operation. At first sight, it is not clear how to use it and how it all works. Note that you cannot combine the values of different fields. You have to create a separate template, thus multiplying them endlessly. Each time you need to combine field values from different templates. Any plugin will make you create a new template. This particular method gives you no other option.

3. Сustomize your templates for different needs

Yet the third option every user has at their disposal is the Field Templates for Jira app. This add-on is an alternative solution for issue templates. With its help, you can create templates for both system and custom text fields. Splitting templates visibility by project roles, issue screens, and types makes it more adaptive to every process and team.

You no longer need to reinvent issue summary or spend time on how to create issue description. All you need to do is to select the template for the current situation and fill in the rest if necessary. Combining templates is not only possible but welcomed.

As a result, it greatly speeds up the issue creation process for reporters. The ability to create comment templates not only on the project level but for each user individually is a nice bonus of this solution.

Resume

These are just three solutions out of many that we decided to describe for you. Still and always you are to choose what’s best for your business as every method has its advantages and disadvantages.

Here is a brief summary of all the above-mentioned solutions:

Solution Intuitive UI Flexibility Rich functionality Easy to set up Easy to use Personal templates Field types support Free
Native Jira tools

(minus)

(minus) (minus) (minus) (plus) (minus) (plus) (plus)
Issue Templates apps (plus) (plus) (plus) (minus) (plus) (minus) (plus) (minus)
Field Templates for Jira (plus) (plus) (plus) (plus) (plus) (plus) (minus) (minus)

Issue Worksheet for Jira Cloud Released!

March 10, 2020
#Jira
3 min

We are thrilled to announce release of Issue Worksheet for Jira Cloud!

How often do you manage issues in your Jira Cloud, change values of some fields, plan backlog tasks for the sprint, or just prioritize them? We hope that on a regular basis, otherwise your project backlog is just a puzzle of fragmented tasks.

While doing these routine operations, you may notice how much time you just waste on opening the issue, then finding the required field, clicking it, changing, and, finally, saving. Why not just get rid of some time-consuming steps and do only what you really need?

Issue Worksheet for Jira Cloud is a solution which lets you get all the required Jira issues in a single worksheet. You can go through this list and update the tasks and their attributes on the fly.

In such way you can quickly update summary of tasks or assign them to teammates without opening each issue individually.

The same way you can switch the issue type, change the status, or add priority to the task. Everything on the same list and in just two clicks.

Update of the due dates for your team’s tasks is no longer a problem, do this in a couple of clicks and trace possible overlapping.

The Issue Worksheet app will greatly help you while planning a new project phase, backlog grooming, or prioritizing issues. Now you needn’t go to the issue, change something there, then go back to the list of issues. Do this in one place and with great speed and convenience!

 

 

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    5 New Jira Apps to Stay Focused – Fourth Quarter 2019

    March 5, 2020
    #Jira
    10 min

    We’ve prepared our brand new selection of useful apps for Atlassian Jira. We know that it can be easy to get lost among hundreds of apps Atlassian vendors release every quarter. That is why we do our best to compile our list of the most interesting freshly-released solutions.

    This time we prepared Jira apps that allow you to stay focused on your tasks. So make sure you read our blog post till the end to find the one that works for you best. Here is the list of our favorites:

    Let’s learn how you can benefit from using them.

    DarkTheme

    Working with the text-based interface with a white background can be a challenging task. DarkTheme is a free app for Jira Server that makes the interface easier on the eyes saving the eyesight of Jira users. Every user can smoothly switch between regular and dark backgrounds.

    The dark theme is available for dashboards, issues, Kanban and Scrum boards.

    jira dark theme

    This app spares your eyes the strain with eye-friendly dark gray and black colors while you are working on your Jira tasks.

    Pricing: The DarkTheme app for Jira Server is free to use.

    Find attachments for Jira Cloud

    With Find attachments for Jira Cloud, you can locate any file in your Jira project within a few seconds. This app lets you search attachments by file format, file name, and uploader. Just like that, even if you have thousands of files in your Jira issues, the required one is always a click away.

    All you need is to select Find Attachments on the sidebar of your project and enter the search query. Moreover, this app lists all the attachments within the Jira project including the file details, such as size, author, media type, creation date, issue key, and issue status. You can instantly transition to the issue with the required attachment from the list with search results.

    https://www.youtube.com/watch?v=5AkSC71SQVg

     

    When it comes to searching files in Jira issues, this solution can simplify your routine tasks and help your team keep track of their work.

    Pricing: The Find attachments for Jira Cloud app pricing per user falls within $0.5-0.7 range depending on the license tie.

    Clerk — Billing & Invoicing for Jira

    With ticket system and time tracking already in place, built-in invoicing in Jira sounds like a nice idea. Clerk — Billing & Invoicing for Jira is the apt app for you if you need the capability to create invoices based on the information from Jira. You can use information from Jira worklogs to create invoices including the time your employees enter manually to make sure that all team time is invoiced.

    This app also helps you get an overview of the total revenue and the total debt of each client. You can analyze information identifying your most profitable customers and clients who need your help to reduce debts. You can easily find projects that are not invoiced.

    bolling in jira

    Another thing you will appreciate about this app is that it provides you with detailed cash flow analytics.

    You can opt for this app to avoid double logging of the time by several team members when using third-party solutions for invoicing together with Jira.

    Pricing: The Clerk — Billing & Invoicing for Jira app pricing for Jira Cloud starts at $40/mo for 20 users and ends at $5,175/mo for 5,000 users.

    Comment Custom Fields for Jira

    Comment Custom Fields for Jira is an app that provides your Jira issues with 15 additional custom fields with comment information. Sync your current issue comments to capture their original state after installation and you are good to go.

    This solution allows you to keep track of your issues filtering comments the way you want. It enhances JQL queries helping users perform complex JQL searches with minimal efforts. For example, you can easily find the top discussed issues during a certain period of time, find the issues without comments, and more. Moreover, you can use the custom fields in reports.

    You can also take advantage of Jira Service Desk visibility filter swiftly filtering comments depending on your needs.

    This solution allows you to have the required information always at hand.

    Pricing: The Comment Custom Fields for Jira app pricing for Jira Cloud starts at $12/mo for 20 users and ends at $847.5/mo for 5,000 users.

    Color Workflow Actions

    Color Workflow Actions associates different colors with workflow actions for better differentiation of action buttons in the Jira issue view. You can easily change colors or add your own colors using the advanced color tool.

    Using the app is pretty easy. You just need to set schemes for your workflows.

    color workflow in jira

    Power up your Jira workflows with different colors that match the actions in easily understood meaning.

    Pricing: The Color Workflow Actions pricing for Jira Server starts from $25 for 25 users and ends at $3,000 for 10,000+ users.

    Never too many apps, right?

    This was our selection of the most useful Jira apps released by Atlassian vendors between October 1 and December 31. Give them a fair trial to check if they meet your needs. We think that they can help you save time and simplify your routine work.

    If you missed our previous article in this blog post series, check out five Jira apps that let you work efficiently.

    If you have any questions, feel free to comment on this blog post below. Don’t forget to subscribe to email notifications about new blog posts in this series!

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