Using JIRA to track tasks for several clients-how to track contact info, log in info, etc?

Ken Jacobs
Contributor
April 10, 2018

I have several clients and I keep their contact info or login info in a spreadsheet with the hours worked. I can paste the info into each project description but seems clunky. Using JIRA CORE. Checked out components but not sure if that would work for me.

Loving how I can track each project task! Before JIRA (which I used at previous employers and loved) I had my tasks in Outlook Tasks so big improvement. Still would like to have the info readily available. I have used Confluence a lot so am open to that.

 

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Alexey Matveev
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April 10, 2018

I did not quite understand, what you want. But you can save info about users in user properties. You can find more info about user properties here:

https://confluence.atlassian.com/cloud/add-data-to-users-for-advanced-functions-jira-applications-only-744721649.html

Ken Jacobs
Contributor
April 11, 2018

I appreciate the info. I have clients and I do projects for them. I was just wanting a way to track contact info in each project. Like here is the client's phone number or here is the log in info I need to access their website. I have several emails I use and a freelancer website and sometimes forget where the info is! Thought about using Confluence and setting up a page per client or project...

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