What are you guys using to track projects information, meetings, tracking, etc.

Marc-André Lanciault
Contributor
July 21, 2023

Hi everyone, 

I'm curious as to what you guys are using, in parallel of Jira, to track any info that is not an actual "Jira issue" for all your projects.

For example, the specs of a project, the costs, the price, the meetings minutes, documentation etc.

You are going to say Confluence, I get it, and that's also what we do. But we are lacking an easy way to have a global view of all the projects we deal with.

As an example, here is what we are doing for each project:

  • Each project has it's own Jira project where we track all that needs to be done via backlog and board.
  • Each project is also linked to a Confluence space, where we have a page defining all the info about a project.
  • We also track all the meetings in Confluence, in their respective project space.
  • On each Confluence project's page, we have a table within a Page Properties macro where we put the project's lead, the sale's lead, the amount of the sale, the date of signature, the project's status, etc.
  • Then we have another Confluence page in another space where we display a Page Properties Report which gives us a list of all the projects with different columns about the project's lead, the sales, lead, the project's status, etc.

Now, it works, but it's not optimal. First, the Confluence page with the Page Properties Report takes time to load (not sure if it's because of the Page Properties Report or the Handy Status Macro we use on every project's page to track the status). And secondly, I feel like we are trying to use Confluence to report on project's status and have an overview of all project while it's not really the purpose of Confluence.

So, what are you guys using to deal with this ?

Thanks for any tips!

1 answer

0 votes
Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
July 21, 2023

You may want to take a look at Atlas which allows you to share goals and project updates between teams. We are currently planning on moving away from Asana to Jira and Trello and Atlas will play a big role in that for project updates and reporting.

Marc-André Lanciault
Contributor
July 22, 2023

Thanks @Mikael Sandberg !

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