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Adding work instructions to main project dashboard?

RLB_s1sf2o

Hi all -- I am rolling out Jira to our org. and I would like to add an attachment to the main dashboard for new users to reference that includes work instructions for how to create issues & perform other basic tasks. I have not been able to find an obvious option to add a module or other method to point new users to when they've navigated to the project home dashboard. Does anyone have any basic recommendations on a good method to supply those reference documents to users on their main page? Ideally this would just be a simple link to a .pdf file I've created with big bold text to the effect of "WORK INSTRUCTIONS - CLICK HERE".

I understand that creating a Confluence page would perform this task but as Jira itself is a new process for everyone in my org. I would prefer to avoid overloading them with a second linked service at this time.

Accepted answers

Trudy Claspill

Hello @RLB

Just for clarity, what are you referring to as the "main dashboard"? Are you referring to an actual Jira Dashboard, or are you referring to the Your Work page that looks like this?

Screenshot 2025-01-02 at 10.32.46 AM.png

And where will the PDF file exist? Do you want that to exist somewhere in Jira, or do you have it on some other web-accessible site?

All comments

Trudy Claspill

Hello @RLB

Just for clarity, what are you referring to as the "main dashboard"? Are you referring to an actual Jira Dashboard, or are you referring to the Your Work page that looks like this?

Screenshot 2025-01-02 at 10.32.46 AM.png

And where will the PDF file exist? Do you want that to exist somewhere in Jira, or do you have it on some other web-accessible site?

RLB_s1sf2o

Hi @Trudy P Claspill - thanks for replying. I am just referring to the "Summary" landing page (or Jira dashboard, sorry if I am butchering the terminology) under a Jira project that displays status overview, recent activity, etc. This will be the primary page users interact with to access the project, although any other page would work if it could perform the task.

I would like to upload the .pdf to Jira to represent it as hyperlink, if possible. An option I know would work would be to create an issue titled "work instructions" with the .pdf uploaded as an attachment -- that issue would be searchable, but that seems like a crude solution.

Trudy Claspill

Thank you for that clarification @RLB

It is not possible to modify the Summary page for a project (example page shown for clarity).

Screenshot 2025-01-02 at 10.50.48 AM.png

However, notice the Shortcuts option in the upper right.

You could add the pdf file to an issue, and then add a shortcut directly to that issue.

I have not found a simple method to get the URL to go directly to an attachment on an issue but there is a change request about that:

https://jira.atlassian.com/browse/JRACLOUD-64906

RLB_s1sf2o

Thank you @Trudy P Claspill -- the shortcuts solution will work great, much appreciated.

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