I want to come up with a way that I can know the status of all Integrations at any time

[MTB]

Is this through a Dashboard report or some other method?

Thanks!

[Nic Brough -Adaptavist-]

A dashboard is probably going to be the right answer, but it is hard to tell from just "the status of all integrations".

What are these "integrations"?

[MTB]

Hi and thank you for your quick response.  Basically I just need a way to track my team's projects statuses a glance.

[MTB]

Would love something similar to looking like this:

Meetings:

Vendor:  Healthcare

Vendor Contact:  Mr. J. Brown.  Brown@healthcare.com

Date and Time: Not scheduled yet.

Next Steps/Status:  Person was changed at Kaiser end – waiting on them

etc....

Any assistance or suggestions would be appreciated.  

[Jack Brickey]

@MTB,this is quiet confusing to me. I sort of get where you may be heading but it just seems odd. It would really help to understand what a typical “integration“ consists of, e.g. meetings, documents, people, etc. can you provide a definition of integration and the activities to complete?

[MTB]

Hi Jack,

Thanks again for the response.  Basically the word I should have used is "projects" as I need a way to be able to track all the meetings/projects in JIRA that my team logs in.  

The sample I provided above was a spreadsheet of the meetings we had with our vendors calls that my team has started.  I need something to get a snapshot of what the statuses are when I log in.  

Would dashboard be the best to provide that or a report?

Thanks again!

[Jack Brickey]

maybe/probably...

A dashboard is great for getting a glance of where things stand and sometimes can be useful to manage projects depending on the nature of the project and how a dashboard is set up. Now in your example and the limited insight into your project world let me offer the following:

I would have a project that had an issuetype of "Meeting" and for that issue type I would have a screen that had these custom fields:

• Vendor & Vendor Contact - of type select list (cascading) so that depending on the vendor I select in the first drop down then I can choose the Vendor Contact in the second. Note-i'm taking a big leap w/ assumption here so you may find individual text fields work better.
• Meeting Date - of type Date Time Picker where you can select the date and time of meeting
• Next Step - of type text where you can enter a brief note on the next steps
• Latest Status - of type text where you can enter a brief note of the latest status

Once you create all this then you can:

1. create a filter like - project = abc and issuetype = meeting and status != done - or something similar to your needs.
2. save the filter, make it public (or share as appropriate)
3. create a dashboard and add a "Filter List" gadget and display the custom fields and other that help you meet your needs.

I hope this helps but I fear w/o really diving into your requirements I may have come up short.

Finally, if you wish to continue this topic I highly recommend you start a new thread and reference back to this one as we are veering off the original topic IMO. Or at least I am. ;-)

Best of luck!!

[MTB]

This helps tremendously and I appreciate the time.  

Thank you!