Introducing AI Smart Templates: Make Jira Gantts and Reports in Visor Faster

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Visor is the modern and beautiful project portfolio tool that syncs bi-directionally with Jira -- so you can create Gantts, roadmaps, and reports in minutes. You can even share these Jira visualizations with anyone.

And now, with AI Smart Templates, creating Jira reports and charts is even easier.  Let me show you how it works! 

AI Templates That Work in the Background

Visor’s spreadsheet-inspired workspace makes it easy to create portfolio roadmaps, Gantts, reports, and capacity-planning charts with your nested Jira data.

You can create Jira visualizations manually OR you can now use AI to automatically generate customized workbooks with multiple views (e.g., Gantt, Table). 

Table view with imported Jira nesting:

Unlike AI Agents that require you to hold their hand through the process, our AI works in the background, creating templates for your Jira visualizations. We call this approach "Ambient AI." You can see how it works in the section below.

How to Use Visor's AI to Create Jira Gantts and Reports

Visor is here to drive alignment using Jira visualizations you can share with anyone. Our AI Smart Templates makes that even easier, taking just a minute or two to get a few views you can then make your own before sharing.

Step 1: Choose Your Template

Launch the Visor app. (Visor is free to get started with.)

The AI will prompt you with a list of suggested template types based on your data.

After choosing a template, you can add more context or details (if needed).

EXAMPLE: If you chose a "Product Roadmap" template but want to give AI extra context like: "This is a Q2 roadmap that I'll share with our CEO," the AI will likely apply filters so that your roadmap doesn't show all the subtasks you imported. Instead, it'll create a high-level view for you.

If none of the templates meet your requirements, you can use the "write-in" option to describe what you want to create in Visor by clicking "Other."

Step 2: Import Your Jira Projects

Visor allows you to import multiple Jira projects using JQL, which is great for project portfolio management. If you want to just import one Jira project, use our basic Jira importer. 

If you’re new to Visor, follow the two-step connection wizard to integrate your Jira instance. Visor will import your nested Jira data. You can also import data from other apps (e.g., Salesforce or Asana) if you want.

Step 3: Watch the magic happen!

Sit back and relax as AI creates your custom Jira visualization in seconds.

Using the AI Smart Template that was created for your needs, you’ll get a workbook with multiple views. The AI will even name your workbook (and all the views in it).

AI Smart Templates work with Visor’s Gantt, Table, Timeline, and Board views. 

Example of Portfolio View of Jira Projects:

Step 4: Add Milestones, Adjust Formatting & Filters, and Then Share 

Visor’s AI Smart Templates are a jumping off point.

From there, you can add milestones, choose the specific colors you want for your formatting, and add/remove filters to the views in your workbook.

You can also decide to delete (or add) views to your workbook. When you’re done, you can share your workbook with stakeholders, clients, or team members.

Milestones display as diamonds in Visor:

Why Use Visor's AI for Jira Roadmaps & Reporting?

• Share Your Portfolio for Projects: Visor lets you visualize across your portfolio and share with anyone. AI makes that even easier.
• Efficiency: Drastically reduce setup time, letting you dive straight into managing your projects, saving time across your entire team.
• Accuracy: Visor’s AI knows project management best practices and our Jira syncing ensures your visualizations stay in sync with your source of truth.
• Sharing Is Easy: Drive stakeholder and team alignment with ease by sharing your visualizations with whoever you please. 

At Visor, we’re committed to continuously enhancing your project portfolio management experience. Our AI Smart Templates feature is just the latest step in our mission to empower teams and stakeholders with clear, actionable insights, so you can achieve more with less effort.

Get Started Today for Free

Create a Jira Gantt, roadmap, or report that you'll want to share in minutes. Simply register at Visor for free. (No credit card needed.)

Not ready to get started now? Read the dozens of reviews about us and then get started when you have a chart or report you need help with.