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turn a business request into multiple tasks for multiple components and tasks

Javier Mora Casas

I have a need to organize the requests of various departments in such a way that Business has a need and creates a task, Marketing needs another task from the development team and creates its task, and all this on a KANBAN board that has 3 states .

Those "core" tasks are then translated into various tasks to be performed on various components, each task on each component being performed by development teams within the company.

Business or Marketing always has to be able to see the status of your request and what the general need became by going down to detail the need seeing the status of the tasks that compose it.

The concept of task and subtask would be valid but it's too low level, I need a task concept that can group several tasks from several components, is there something like that in jira?

Accepted answers

Trudy P Claspill

Hello @Javier Mora Casas

The Jira Software project provides a 3 level issue hierarchy natively:

Epic > standard issue types (i.e. Story, Task) > Subtask

Perhaps you can create an epic for each Business and Marketing request?

A "standard issue type" issue can be a child of only one Epic though, so if you already use Epics to group the development team tasks, you could not also group those tasks in a second Epic.

Alternately you can use generic Issue Linking to link the development team tasks to the original Business (or Marketing) task. Within the Business task the linked development team tasks would be shown. The current status of the linked issues can be seen when viewing either issue in the linked-issues pair.

Screen Shot 2022-11-29 at 10.35.23 AM.png

Dave Rosenlund _Trundl_

Hi, @Javier Mora Casas. If I may add to what @Trudy P Claspill has already said...

Jira out-of-the-box revolves around individual projects, however you decide to define those. To look across projects you need a project portfolio management solution.

As Trudy mentioned, Advanced Roadmaps from Atlassian is one such tool. To get it, you would have to upgrade to Jira Cloud Premium (which includes Advance Roadmaps). Note however that Advanced Roadmaps is a planning tool. It's not really designed for managing projects that are already in flight.

Alternatively, again as Trudy said, you could look to the Atlassian Marketplace for solutions -- frequently at a lower total cost of ownership (i.e., no upgrade to premium required).

Here's an example search that you might want to use. It lists the top selling Jira Cloud add-ons that meet the Atlassian Cloud Fortified criterion. Most of these focus more on managing in-flight projects AND they work across your project portfolio.

You can/should tweak the search it as you see fit of course.

Screenshot 2022-12-22 at 11.24.54 AM.png

Full disclosure — I work for Tempo and two of the products in those search results are made by us. But that's just the top six results I capture in the screen capture. There are lots more.

Hope this helps,

-dave

All comments

Trudy P Claspill

Hello @Javier Mora Casas

The Jira Software project provides a 3 level issue hierarchy natively:

Epic > standard issue types (i.e. Story, Task) > Subtask

Perhaps you can create an epic for each Business and Marketing request?

A "standard issue type" issue can be a child of only one Epic though, so if you already use Epics to group the development team tasks, you could not also group those tasks in a second Epic.

Screen Shot 2022-11-29 at 10.35.23 AM.png

Javier Mora Casas

Hello,

Thanks for the proposal, I am evaluating having two projects, one business project that has incidents associated with the development project, to have a "high level" view.

It is difficult to use Jira to manage the capacities of a resource in several projects, or seen in another way, it is difficult to use Jira to do a sprint with the entire company and be able to see resource allocation at a general level, dev team, business, mkt, etc. Any suggestions?

Trudy P Claspill

I have not used Jira for monitoring allocation of people to work. There are tools that support capacity planning that could help you. If you have the Premium plan for Jira, the Advanced Roadmaps feature includes some capacity planning features. Alternately you can look in the Atlassian Marketplace for third party apps that provie capacity planning and resource management features.

Dave Rosenlund _Trundl_

Hi, @Javier Mora Casas. If I may add to what @Trudy P Claspill has already said...

Jira out-of-the-box revolves around individual projects, however you decide to define those. To look across projects you need a project portfolio management solution.

Alternatively, again as Trudy said, you could look to the Atlassian Marketplace for solutions -- frequently at a lower total cost of ownership (i.e., no upgrade to premium required).

You can/should tweak the search it as you see fit of course.

Screenshot 2022-12-22 at 11.24.54 AM.png

Full disclosure — I work for Tempo and two of the products in those search results are made by us. But that's just the top six results I capture in the screen capture. There are lots more.

Hope this helps,

-dave

Javier Mora Casas

Thank you very much for the provided solutions and ideas, I will evaluate the commented tools, thank you very much!

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