Best practice in organizing monthly team projects and tasks

Question

My team of 10 people is currently using Google Sheets to organize our monthly projects. The worksheet is essentially a giant table that includes our client, the deliverable type (our projects are either monthly, quarterly, or semi-annual), the analysts working on them, and the Jira ticket associated with it, and various due dates for each of the subtasks in each project. Each subtask is assigned to a different analyst. There has GOT to be a better way to organize all of this in Jira.

We already use Jira to create tickets with subtasks for each project, and that works great. What we want now is to have an easy way of seeing all of those tickets and the overall due dates in one place.

Jess Thompson _The Adaptavist Group_ · Answer

Hi Julia,

Another option is connecting your Jira and a Confluence instance. You can then use a saved JQL filter to pull a list of tickets into a Confluence page. Atlassian's guide to it can be found here.

You can do this across different pages/filters to create different lists (for each staff member, or by month, for instance), and for each page you can choose exactly which fields will show in the table it generates.

I use this method to create a list of work completed in the previous week for reporting purposes, but obviously with the filters you can alter it to meet your specific needs.

Hope this helps!

Jess

Brant Schroeder · Answer

@Julia Scanlan welcome to the Atlassian community

If you are looking for ways to organize your work I would suggest using the tools available in Jira work management.  You should take a look at the following:

* Summary Page: Access a high-level overview of your project's performance. You’ll get a snapshot summary of your project lead, key, project’s status, priorities, workload distribution across team members, and other projects you frequently work on. Keep reading to discover what each section means in your project’s summary.  - https://support.atlassian.com/jira-work-management/docs/get-a-summary-of-your-project/ 
* Timeline View: The timeline view helps visualize the timing, duration, and dependencies of issues within your project. Easily view how long tasks take to complete and when things will land. It gives a general overview of the status of your project, making it well suited for sharing progress with leaders, stakeholders, or just within the team. - https://support.atlassian.com/jira-work-management/docs/what-is-the-timeline-view-and-how-do-i-use-it/ 
* Calendar View: Each of your Jira Work Management projects has a calendar to help visualize and plan work. The calendar view allows your team to see when tasks are due and get a quick glance at what the next few weeks or months look like. - https://support.atlassian.com/jira-work-management/docs/use-the-calendar/ 
* Board: Jira Work Management boards are designed to give you an easy and clear way to visualize work. You get a snapshot of project progress, including what work is yet to be started, what's in progress, and what is completed. Easily drag your cards throughout the workflow to columns that reflect the relevant status. The board's workflow typically represents work processes within your organization. - https://support.atlassian.com/jira-work-management/docs/monitor-your-work-with-the-board/

All of these tools are built into Jira work management and can be used to monitor your team's work.  I would suggest that you check them out and learn about each tool, then you can use the tools that work best for your team.