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Backend deadline flags/adding tasks to a project plan

Kieran McCormick_p479ft

Hello all,

Might be a bit of a vague one but our options are a little limited.

Basically we were hoping to use Trello with our Jira Service Management set up so we could tie some tickets together in wider project plans. However, we've been blocked from using Trello by our IT Team, so we were wondering if there is a similar functionality within Jira Service Management?

We're also to add deadlines/SLAs in the back end for our team. Is there a way to do this? I know there's a due date feature in the front end for customers to use but we're looking to set our deadlines for some work.

Let me know if anyone has any more questions.

Kind regards

Kieran

Accepted answers

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Trudy P Claspill

Hello @Kieran McCormick

Welcome to the Atlassian community.

Due to your question being a bit vague, our answers might be a bit vague.

I'll address your second question first.

What does it mean to you to set a deadline for work?

You can definitely add a Due date field to the issues in Jira Service Management, separate from the SLAs you define. Setting the Due date by itself doesn't add any functionality like reminders when the due date approaches. There is a Views feature being rolled out for JSM that includes a board and a calendar.

Screenshot 2025-01-08 at 1.15.30 PM.png

The Calendar option would be populated if you start using the Due date field.

https://support.atlassian.com/jira-service-management-cloud/docs/manage-your-work-with-a-calendar/

Now to your first question.

tie some tickets together in wider project plans.

That depends on what functionality you hope to use for your "wider project plans". Can you provide more information about that? (I have only a cursory knowledge of Trello functionality.)

Do you only have a license for JSM, or do you also have a license for Jira. "Jira" (by just that simple name) is a separate product from JSM.

Jira has functionality geared more towards organizing and managing work for projects vs. support oriented work. It has its own board architecture for Kanban and Scrum methodologies, reports to support those methodologies, and other related functionality. JSM and Jira can coexist in the same instance/site, and information between JSM and Jira projects can be linked. Your users who have only Customer access in JSM would not be able to access the data in the Jira projects.

Kieran McCormick_p479ft

Hello Trudy,

Thanks for your help with this, we've activated the calendar view now so that should cover the deadline query from this post.

In terms of the project plan question, we're thinking trying to present tickets in this view similar to how you can do with Trello. (My colleagues have used Trello previously although it is also something I don't have a lot of experience in myself):

Also by Jira I do just mean Jira Service Management. Apologises we just call it Jira internally as it is the only product that we use from Jira!

Kind regards

Kieran

Trudy P Claspill

In terms of the project plan question,

The Jira Service Management project includes a Board option in the Views feature. That presentation is similar to Trello.

Given that you have only JSM, you would be limited to using the JSM project features for your "project plans". The use case for JSM is more oriented to customer support and incident management, so it doesn't have many features that are geared towards project management.

Or, you can look at adding the Jira product to your environment to get the additional features if includes, like Scrum and Kanban board and reports and Timelines. These are features that are not available in JSM. Here are some resources to help you get an overview of what Jira (a.k.a. Jira Software) has to offer.

https://www.atlassian.com/software/jira/guides/getting-started/introduction#what-is-jira-software

https://www.atlassian.com/software/jira/features

That would be a separate/additional cost if you wanted to use more than a Free subscription.

Kieran McCormick_p479ft

Hello @Trudy P Claspill ,

I've just had a meeting with my manager about what we have discussed on this ticket and I think the views feature that is just being rolled out will be useful based on my original request.

We just wanted to check if there is a way to export the calendar view into a table/report that we could possibly share with people outside of our team? We'd like to do this to show Directors/Board the work that has been completed/is due for the month.

If you have any questions just let me know.

Kind regards

Kieran

Dmitry Astapkovich _Colined_

Hi @Kieran McCormick ,

You can always create a Search/Filter and then export to Excel. Then create a custom report / presentation based on the data exported:

Alternatively you can use one of apps from the Marktetplace to create the report you need right in Jira with options to export/share the result. But that comes with the cost of the app.

So basically it's a cost of manual labour to create and maintain the report(s) you need VS paying for the app.

Kieran McCormick_p479ft

Hi Dmitry,

I've had a look and I can't seem to find a way to export on this based on your screenshot, is this on a different view?

Views screenshot .png

Dmitry Astapkovich _Colined_

Hi @Kieran McCormick ,

Yes, I was referring to Search View / Issue Navigator. You would need to search for issues in your "Marketing and Communications" project.

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