Hi everyone! Picture this: your team lead just invited you to a Jira Work Management project you've never seen before. What is the most important first step to get your tasks comfortable in their new home? 🏡 1. Switching between different views to see the full picture 2. Expanding tasks that matter to your work and tagging teammates in the comments 3. Adding your own tasks to the existing project 4. Walking through the project in real time with your teammates 5. Other: Share in the comments! We want to make sure our new users are set up for success in Jira Work Management. By sharing your experiences, you’ll let us know what’s most important to hit the ground running in JWM. Leave your vote below! 👇

Love this list. Under 5. Other, I would add the following custom statuses/columns: * 'On hold' which will be based on the 'to do' state. Work gets started and then has to be paused for various reasons. * 'Cancelled' which will be configured with a resolved/'done' state. It happens more than a few times that work gets started on a task on some of the longer running projects and then is stopped because the specific task is no longer relevant.

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How do you get oriented in JWM?

Abby Stiris

Hi everyone!

Picture this: your team lead just invited you to a Jira Work Management project you've never seen before. What is the most important first step to get your tasks comfortable in their new home? 🏡

1. Switching between different views to see the full picture

2. Expanding tasks that matter to your work and tagging teammates in the comments

Tagging in a comment.gif

3. Adding your own tasks to the existing project

Creating issue from Board.gif

4. Walking through the project in real time with your teammates

5. Other: Share in the comments!

We want to make sure our new users are set up for success in Jira Work Management. By sharing your experiences, you’ll let us know what’s most important to hit the ground running in JWM. Leave your vote below! 👇

Accepted answers

All comments

John Funk

Hi Abby,

For me, it is number 1 and then number 3.

Daniel Filous

Number 1 for me!

Nic Brough -Adaptavist-

Mostly 1, 2, 4, 3 - I don't want to add my tasks until I've had a chat with the team!

But sometimes 1, 2, 3, 4, if I've already got a good feel for the team, or we're low on data to look at in a runthrough.

Marion Richardson

For me 1, 2 and 3. Does Atlassian provide a good training page on their website that I could forward to my users? I normally create my own training materials but that's time consuming and I would love to just share links to Atlassian instead!

Thanks all!

Abby Stiris

Hi Marion, thanks for your question! What do your training materials cover? I'd love to learn more.

We recently released these product guides: https://www.atlassian.com/software/jira/work-management/product-guide/overview

New users are also welcome to join our live or on-demand demos: https://www.atlassian.com/software/jira/work-management/demo

Let me know if these cover what you're looking for!

Christa Parrish

Number 1 for me too!

Moussa Mohamadou

Hi Dear all are awesome. I fall in love with this software. I was a financial accountant and now I’m on my way to switch to project management field, I enrolled to Mcs in project management and during my research about I discovered Jira. Amazing I like it

John Funk

What a great comment - thanks for sharing!

Abby Stiris

So great to hear, @Moussa Mohamadou!

Darrin Lange_yq3okk

All are important, but #1 is where I would go first.

Moussa Mohamadou

Hi dear

Num 2 is awesome. When you can prioritize your work and follow up with your team.

Sam Nadarajan

#1 is the big kicker for me and the standout feature of JWM

Noah Hofmann_fybfec

It's 3 for me. Afterwards I look around to see how the project is configured and how people are using it.

Tapiwa Samkange

Love this list. Under 5. Other, I would add the following custom statuses/columns:

'On hold' which will be based on the 'to do' state. Work gets started and then has to be paused for various reasons.
'Cancelled' which will be configured with a resolved/'done' state. It happens more than a few times that work gets started on a task on some of the longer running projects and then is stopped because the specific task is no longer relevant.

Abby Stiris

Great additions, thank you for sharing @Tapiwa Samkange!

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