Setting up Jira for work management with multiple teams (Not Software)

[Josey Varughese]

Hello Jira Community,

I am tasked with finding a solution that works for us at work. We have Jira Work Management. We have 2 teams, each with their Team-Managed project. Both teams report to the same director now. The ask is for us to create 1 project (TM or CM) that we can use to track incoming work from any other department (we have deptA and deptB). So far, so good. What I am having trouble with is figuring out which team gets which task. Currently, we have 2 TM Projects with statuses like 3d printing, fabrication, CNC, etc, that are displayed on a board. Each TM project has its own automation based on a custom field. We want a clean board that has 3 statuses (TODO, In Progress, and Done) that the reporter sees, but our teams will have a much larger view. individual members also create their own tasks so that they can keep track of what is on their plate.

• What is the best way to organize this?
• IT said CM Project is the way to go. What is everyone's take on it?
• What is the best way to tackle this?
• Can categories, labels, components, and/or some other field to sort it to the appropriate teams?

[John Funk]

Hi Josey,

Yes, CM Project is ALWAYS the way to go. I strongly dislike using TM projects - especially in a shared environment. 

Would the new project just be an intake project where requests are gathered and then cloned to one of of the TM projects? 

If so, then you need to find a field that has values that are unique to each TM project. Maybe that is the custom field you have described in your question. Is that correct? Is that a field that you could put in the form for the user and based on the selected value would differentiate for the two TM projects?