Be inspired by the best in the business

Hannah McKenzie

Image: UserTesting's project template bundle appearing in Jira

Welcome to the world of Jira customer template bundles

Ever wondered how other companies use Jira? These template bundles have been designed by some of Atlassian’s leading customers, so that you can:

• Glean inspiration from their way of working, and

• Customize the templates to suit your workflow.

How can I find these template bundles?

These template bundles aren’t available to everyone just yet (stay tuned!). They were unveiled as part of the Customer Showcase at Atlassian Presents: Unleash in Berlin (February 2023). If you attended the event and signed up for one (or more) of these bundles, you should have access now.

Everyone else will have access very soon. Upon release, you’ll be able to find them in Jira via:

• Projects > Create project > Created by customers.

 

On this page:

1. UserTesting: Fast customer-led development

2. Lumen: Agile collaboration at scale

3. Code.org: Collaborative innovation

 

Read more about each template bundle below

 

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1. UserTesting: Fast customer-led development

Jira Software UserTesting’s bundle includes 2x pre-configured Jira Software team-managed project templates. Design & test project The Design project is for designers to ideate, design, and test prototypes. It is a kanban project. Work is completed on a board, usually without a backlog, so work can be monitored to make sure the team isn’t overloaded. New to kanban? Check out this kanban tutorial. The Design project includes 6 pre-configured issue statuses: To do, Prep, Researching, Post-research, Done, and Blocked. Issue statuses are represented on the board; drag-and-drop issues from one status to another as work is completed. To manage statuses, go to: Project settings (left-side menu) Board Columns and statuses. Learn more about statuses, and learn how to manage statuses, resolutions, and priorities. A pre-configured workflow means issues can only be transitioned between certain statuses. Try to drag-and-drop an issue on the board, and you’ll automatically see where it’s allowed to go. To edit the workflow, go to: Project settings (left-side menu) Issue types Edit workflow (near the top-right of your screen) Here you can add new statuses, delete statuses, add specific transitions, and more. Try to drag-and-drop statuses around, connect them with arrows, and more. Read more about how to manage workflow transitions. The project also includes one automation: new issues will be automatically created in the Develop project (below) after issues have completed concept testing in the Design project. To view, create, and edit automations, go to: Automation (lightning bolt) near the top of the board; OR Select Project settings (left-side menu) Automation. Learn more about creating and editing automations. For inspiration and guidance on automations, check out our automation template library. Develop & ship project The Develop project is for developers to build and ship work. It is a scrum project. Work is organized in the backlog, updated on the board, and completed in sprints. New to scrum? Check out this scrum tutorial. Issues are automatically created here after concept testing is completed in the Design project. (As mentioned above: To view, create, and edit automations, select Automation (lightning bolt) near the top of the board; OR select Project settings (in the left-side menu) > Automation.) This project includes 6 issue statuses: To do, In progress, Ready for QA, In QA, Ready for development, and Done.  Similar to the Design & test project above, this project has a pre-configured workflow, meaning issues can only be transitioned between certain statuses.

Jira Product Discovery Ideate & plan project Identify your best opportunities so you can build the right products in this Jira Product Discovery project. (New to this product? Check out What is Jira Product Discovery?) Bring ideas to life by gathering context and insights to help you prioritize what will make the biggest impact. You can collaborate with teams, and share long-term timelines. Jira Product Discovery complements Jira Software; ideate and prioritize in Jira Product Discovery, and then seamlessly transform those ideas into real, shippable outcomes with Jira Software. Here are some helpful videos: Watch: An introduction to Jira Product Discovery (video) (2min 24sec) Watch: Share a roadmap with stakeholders (video) (3min 50sec) Want to read more? Here’s a handy link to all of Jira Product Discovery’s documentation. You can read about managing ideas and insights, creating and deleting projects, and managing custom fields.

Confluence Prioritize & collaborate space This Confluence space can be your team’s single source of truth for planning, strategizing, and goal-setting. Collaborative editing enables your team to ideate together; documentation can be maintained by everyone; sharing updates with stakeholders is simple. New to Confluence? Here are some starter links: Watch: Say hello to Confluence (video) (1min 38sec) Explore: How to use Confluence: guides, tutorials, and demos Check out Confluence’s templates. There are dozens. They can help get you started with a new project, guide you through strategic planning, ensure documentation consistency across teams... (and many, many other capabilities!) Jump into the product: Create new spaces or view all spaces by selecting Spaces in the top navigation menu. Create pages within your space by selecting Create in the top navigation menu.

3rd-party integrations This bundle includes automatic installations of UserTesting and Slack. To manage each integration, go to: Apps (top menu bar) Manage apps. UserTesting will appear as a user-installed app. Slack will appear as system.  UserTesting Integrating Jira with UserTesting means you can watch customer interviews directly inside Jira. Read more about integrating UserTesting with Jira. Issues will contain a UserTesting for Jira field. You can hide this field via the field’s more options button (•••). To show the field, select the UserTesting button near the top of the issue. Image: A Jira issue displaying a UserTesting field Slack Integrate Slack with Jira Software to receive Slack notifications when issues are updated, or when releases are approved, and create issues right in Slack (and many more possibilities). To connect Jira to Slack, go to: Project settings (left-side menu) Apps Slack integration. For more info, read: Integrate Slack with Jira Software Integrate Slack with Jira Product Discovery to create ideas and insights in a dedicated Slack channel that connects directly to Jira. Read: Integrate Slack with Jira Product Discovery Watch: Integrate Slack with Jira Product Discovery (video) (3min 30sec) Integrate Slack with Confluence to see previews of pages and blogs in Slack, reply directly to comments or like pages in Slack, and more. Read: Integrate Slack with Confluence Read: 4 ways to use Confluence and Slack together

 

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2. Lumen: Agile collaboration at scale

Jira Software project templates This bundle includes 3 pre-configured Jira Software team-managed project templates. They are all scrum projects. New to scrum? Check out this scrum tutorial. These project templates enable you to visualize and manage the flow of capabilities and features from ideation through to analysis and release. Portfolio project On the board, you’ll see 6 pre-configured issue statuses: Funnel (which Lumen treats similarly to a backlog), Review, Analyzing, Approved, Implementing, and Done. To manage statuses, go to: Project settings Board Columns and statuses. Learn more about statuses, and learn how to manage statuses, resolutions, and priorities. This project has a simple workflow, where any issue can be transitioned into any status on the board. To view and edit the workflow, to go: Project settings (left-side menu) Issue types (left-side menu) Edit workflow (near the top-right of your screen) Here you can add new statuses, delete statuses, add specific transitions, and more. Try to drag-and-drop statuses around, connect them with arrows, and more. Read more about how to manage workflow transitions. This project also has 2 custom issue types: Capability*, and Impediment*. To view, edit, and delete issue types, go to: Project settings (left-side menu) Issue types (left-side menu). Value stream project This project has 7 pre-configured issue statuses: Funnel, Analyzing, Implementing, Validating, Deploying, Releasing, Done. This project has a simple workflow, where any issue can be transitioned into any status on the board. This project has 3 custom issue types: Capability*, Impediment*, and Test*. Release train project This project has 8 pre-configured issue statuses: Funnel (which Lumen treats similarly to a backlog), Analyzing, Approved, Implementing, Validating, Deploying, Releasing, Done. This project has a simple workflow, where any issue can be transitioned into any status on the board. This project has 2 custom issue types: Impediment*, and Test*. *Lumen’s custom issue types explained: Capability: use this issue type to represent a high-level parent issue for a group of features (represented as child issues); this issue type usually spans multiple agile release trains. Capability issues are divided into multiple features to facilitate their implementation in a single planning increment. Impediment: use this issue type to represent something that might slow momentum, such as a capacity constraint, or a knowledge gap. Test: use this issue type to represent a piece of work that is being reviewed or analyzed.

Jira Work Management Collaborate project From concept ideation through to delivery, ensure all teams are fully aligned, and stakeholders are kept in the loop, with this Jira Work Management project. New to Jira Work Management? Check out these handy links: Watch: Introducing Jira Work Management (video) (50 secs) Read: What is Jira Work Management? Read how to manage permissions, create a new project, and add new users.

Jira Service Management Respond project This is where you can bring your Dev and Ops teams together to enable full acceleration when responding to incidents. Your teams can deliver great service faster than ever. New to Jira Service Management? Check out: A brief overview of Jira Service Management. Queues are where your agents work on customer requests. You can visualize trends across your projects with dashboards and reports. Read more about the main features here.

Confluence Communicate space This Confluence space can help your team communicate with clarity, document all decisions, and drive business impact by defining company objectives and OKRs. New to Confluence? Here are some starter links: Watch: Say hello to Confluence (video) (1min 38sec) Explore: How to use Confluence: guides, tutorials, and demos Check out Confluence’s templates. There are dozens. They can help get you started with a new project, guide you through strategic planning, ensure documentation consistency across teams... (and many, many other capabilities!) Jump into the product: Create new spaces or view all spaces by selecting Spaces in the top navigation menu. Create pages within your space by selecting Create in the top navigation menu.

Slack Your bundle includes Slack. You can integrate Slack with Jira Software to receive Slack notifications when issues are updated, or when releases are approved, and create issues right in Slack (and many more possibilities). To connect Jira to Slack, go to: Project settings (left-side menu) Apps Slack integration. To manage or configure Slack, go to: Apps (top menu bar) Manage apps. (Slack will appear as a system app.) For more info, read: Integrate Slack with Jira Software.

 

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3. Code.org: Collaborative innovation

Jira Software project template This bundle includes 1 pre-configured Jira Software team-managed project template. It is a scrum project. New to scrum? Check out this scrum tutorial. Plan & build project This project is ideal for smaller companies looking for a simple, straightforward workflow. It includes 5 pre-configured issue statuses: Not started, In progress, Blocked, Awaiting review/tests, and Resolved. Issue statuses are represented on the board; drag-and-drop issues from one status to another as work is completed. To manage statuses, go to: Project settings Board Columns and statuses.

Confluence Organize & document space This is your team’s single source of truth for organizing, ideating, and planning long-term goals. Collaborative editing enables your team to ideate together; documentation can be maintained by everyone; sharing updates with stakeholders is simple. New to Confluence? Here are some starter links: Watch: Say hello to Confluence (video) (1min 38sec) Explore: How to use Confluence: guides, tutorials, and demos Check out Confluence’s templates. There are dozens. They can help get you started with a new project, guide you through strategic planning, ensure documentation consistency across teams... (and many, many other capabilities!) Jump into the product: Create new spaces or view all spaces by selecting Spaces in the top navigation menu. Create pages within your space by selecting Create in the top navigation menu.

3rd-party integrations This bundle includes automatic installations of GitHub and Slack.  GitHub Integrate GitHub with Jira to see your team’s branches, commit messages, pull requests, builds, and deployments right in the context of the Jira Software issues you’re working on. You may have to set up GitHub. Go to: Apps (top menu bar) Manage apps. GitHub will appear as a user-installed app. (Slack will appear as system.) Learn more about integrating GitHub with Jira Software. Slack Integrate Slack with Jira Software to receive Slack notifications when issues are updated, or when releases are approved, and create issues right in Slack (and many more possibilities). To connect Jira to Slack, go to: Project settings (left-side menu) Apps Slack integration. For more info, read: Integrate Slack with Jira Software.