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Embed a Jira Plan (or timeline) into an Atlas Goal

Nerissa

I'm just starting out using Atlas, and I'm trying to understand if it's possible to embed (or via a smartlink) a Jira Plan into one of my Atlas Goals.

I'd very much like to be able to roll all of the information up into one location, so that stakeholders can stay out of Jira and see everything we filter and present to them via the goals that are relevant to them.

I found a workaround, where I add the plan to a confluence page, then embed the confluence link into the goal description, but it's a bit of a pain, and I'm sure goal owners will not understand/forget how to do this.

Thanks!

Comments

Dominic Williamson

@Nerissa You cannot embed a Plan view currently in an Atlas goal. However, you can view goals and even group work by them in Plans.

Screenshot 2024-04-23 at 11.47.19 AM.png

Go to Fields and add 'Goal'
Screenshot 2024-04-23 at 11.44.14 AM.png

Then make sure you save the updated view. Example
Screenshot 2024-04-23 at 11.45.40 AM.png
Also you can group by Goals from View Settings

Screenshot 2024-04-23 at 11.48.27 AM.png
Does that help your use case?

Nerissa

Thanks Dominic, appreciate the response. It doesn't really solve my problem though, because goal owners and stakeholders are not going to go into Jira to look at the issues bottom up, they want to see it top-down, in one location.

Do you know if there are plans to make it possible to embed plans/timelines into goal records?

For now I'll have to think about managing it via Confluence or similar.

Timothy Kennedy_iyl243

^ I agree with Nerissa. Stakeholders need the highest level context. If I can show them a Plan with Epics (or initiatives), they get the perspective on what is happening without them touching Jira.

I also work around this by embedding a non-edit link to a Jira Plan on Confluence. But I want to get away from using Confluence for goal tracking, as it's a wide documentation tool that similarly can confuse stakeholders.

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