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Best practice for Project summary presentation to stakeholders of projects?


We would like to give our client an overview of their project, with a timeline, and brief summary of the issues, without giving them the more 'internal' issues that we don't neccessarily want them to be presented with. 

We can export the issues, and use a CSV of the issues, with a guideline of time estimates, but hope there is a more professional looking export that will support our needs. 

Thanks in advance for any help! 


1 answer

@Ciara Kinnarney if you have defined the epic separately (user stories/issues linked to that epic) then for summary purposes you can share the link to specific epic with them or search the issues related to that specific epic and export the csv file.

Thank you @Furqan Ud Din

Yes, the epic is defined. We don't have client access activated to view the borads at the moment. 

I will try the CSV export option. Thanks for the great suggestions.

Like Furqan Ud Din likes this

@Ciara Kinnarney my pleasure, hope that works for you!

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