Introducing Myself and Learning About Best Jira Practices

Hi everyone, I’m Zaklan and I manage several small business websites and local service projects online. I often work with tools like Jira, Trello, and other project platforms to coordinate tasks for my clients. I joined this group to learn best practices, especially around permissions, access control, and project configuration.

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Welcome! One great discussion I found on starting was to create a project within Jira to track your changes to Jira. For example, I open tickets whenever I add a custom field that includes who requested, why, and how to use it.

Like • Nic Thiele likes this

Hi Zaklan. What I wish someone had told me when I started is the best advice I have. You need to start off with a documentation plan. Creating a project to track changes is one option. Atlassian has samples as well of different documentation plans. This becomes more important with every additional Jira project you manage. If there are confidentiality/FTI/PII concerns of any type, documenting permission plans is crucial. My next suggestion is to have a questionnaire for users to submit. This prevents them asking for a, b and c and then when things get going, they realize that they need much more and you have to keep updating. It helps them think ahead to what is needed. It also helps to have them sketch out on a piece of paper where they need each field. Lastly, I wish I had someone advise me to turn off the ability for users to create team managed projects because in my experience, users create them, then still need the admin to perform all admin work on the projects.

Like • Kathleen Riley likes this

Hey @Zaklan Harlow ,

And a warm welcome to this community!

Make sure to check out the new Jira Admin Hub at https://www.atlassian.com/software/jira/solutions/admin-hub

And don't hesitate to contact the community here with any questions that go beyond this. There are lots of people here who are happy to help at any time.

Regards,
Thorsten