Hey, Atlassian Community! 👋
After migration, your Jira instance might feel like moving into a new home – everything’s in place, but clutter is hiding in the corners.
Keeping your Jira tidy ensures a smooth, efficient experience for your team.
Let’s dive into 3 steps to streamline your setup and create a well-organized space for success.
Step 1: Prep for the Cleanup
Before you start tidying up, make sure you’re ready to roll:
🛡️ Back It Up
Think of your backup as your safety net. If something goes sideways, you’ll have a quick way to restore your data and configurations.
📋 Take Inventory
Look at your current setup: projects, issues, users, custom fields, and performance. Knowing what’s there helps you focus on what needs attention.
🎯 Set Your Goals
What’s your cleanup priority? Archiving old projects? Removing unused custom fields? Defining clear goals keeps you on track.
🗣️ Communicate with Your Team
Loop in your admins and team leads. Collaboration makes the process smoother, ensures buy-in, and helps avoid surprises.
Step 2: Start Cleaning
Break your tasks into categories to make the process less overwhelming.
Here’s a recommended approach:
🗂️ Projects
Archive inactive or stale projects. This keeps the data accessible but out of the way, improving performance.
📌 Issues
Similarly, archive outdated issues to declutter your instance while preserving historical data.
🎨 Custom Fields
Identify and remove unused custom fields. For fields with a “global” context, narrow them down to specific projects to optimize performance.
👤 Inactive Users
Deactivate users who are no longer with your organization. Check last login dates to avoid errors, and free up valuable licenses.
⚙️ Other Components
Review workflows, schemes, screens, and permission structures. Eliminate unused elements and consolidate duplicates to simplify configurations for your admins.
Step 3: Keep It Fresh
A one-time cleanup is great, but regular maintenance is even better. Build a habit of updating your Jira instance to keep it running smoothly:
🗓️ Quarterly:
🗓️ Annually:
💡 Pro Tip:
Use tools like Doctor Pro for Jira to make cleanup faster and easier. It provides usability reports, highlights areas for improvement, and offers tailored recommendations to optimize your instance.
Why It Matters 🌟
Cleaning up after migration isn’t just about tidiness – it’s about maximizing Jira’s potential. A clean, optimized instance leads to better performance, improved productivity, and a more enjoyable experience for everyone ✨
So, are you ready to roll up your sleeves and get started?
Share your favorite Jira cleanup tips in the comments below! 👇😊
