Assistance with Setup and Organization of Projects

[Casy Laib]

Invalid.

[Jack Brickey]

Welcome to the Community. Based upon what i read here this is easily done via a number of methods.

Providing Reports to Managers - this can be done via a dashboard for each manager or by setting up filters w/ regular subscription delivery. You can create a custom field called "Department" or whatever and ensure that the field is completed at some point (creation or edit by agent).

Allowing them to add notes - if they are Jira users they can be setup to collaborate on issues. However, assignees must have an agent license.

Restricting agent access is done only at the project level.

[Casy Laib]

Wonderful.  Thank you that helps a lot.

I am struggling with a couple of things though.  I can create the dashboard and setup a filter so all of that is working.  How can I share the dashboard with just the user?  I am using Server with AD integration so not sure how to make it work properly.

Next is there a way to automatically tag the manager based on the department used?  So if it was Department A it would @ mention Manager A.  Does that make sense?

Thank you so much for your help!!

[Jack Brickey]

to share a dashboard a few things need to happen:

1. the individual must be a user defined in your Jira instance. that is, you can share w/ someone that does not have access to the application.
2. the filter used on any gadget must be shared w/ those you want to have access. I typically share w/ any logged in user. This is simply done by editing the filter that you saved. you will see the share function.
3. the dashboard must also be shared in a similar manner. you do this by editing your dashboard and again you should see the share function

Regarding 'tagging' the manager you can accomplish this thru the built in automation for JSD. However, not using the @mention feature but you can email or add to the watch list. something like this...

When: issue created

If: use a jql statement like Department = x

Then: email Mx

you need to research the automation to understand what you can/can't do w/ it. Jut play around w/ it until you achieve the best results.