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New to Jira

Jen Meleady
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
March 27, 2025

Hi, I apologize if this is annoying because I'm new to JIRA. I've tried help, articles, YouTube, AI, etc. but nothing seems to work as described. I work for a government agency and am trying to create a JIRA tool to accomplish the following: capture contact info, capture if x plan has been written, capture if x plan has been trained, and capture if x plan has been exercised--all for multiple locations and for 3 different plans, and then I need to run reports on the info and i need  to automate sending out reminders, due dates, etc. At the moment I have the project created and I managed to create 4 components: 1 for the address info, and 1  each  for 3 different types of plans. I don't appear to be  able to create subcomponents or forms. I  have an Excel spreadsheet with columns for all of the info I want to capture but also don't appear  to be able to import a csv file. I have 18 pieces of info I need for addresses and 7 each for  each plan I need to capture. Is  there any training or a guide or anything that could help me? I don't appear  to be able to customize issue types or fields either. Ideally, it would all just be a form that someone would fill out  that would auto populate a database or whatever that reports could be run from and that we could then assign follow up deadlines against. Thanks for any help!!!

1 answer

1 vote
John Funk
Community Champion
March 27, 2025

Hi Jen - Welcome to the Atlassian Community!

You should be able to import the CSV file and create your issues. However, first you need to create any custom fields to match the columns of your spreadsheet. 

I would use a dropdown custom field for the Plans field and put your 3 values in  there as options. Then continue with creating fields with the types of fields that line up with your data - short text, paragraph (long text - multiline), single select dropdown, number, date, etc. 

Jen Meleady
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
March 28, 2025

thank you!

 

Like John Funk likes this
John Funk
Community Champion
March 28, 2025

You are welcome!

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