How to create the theme and initiative levels in Jira?

[FLAVIA MONIQUE FERNANDES GOULART]

Hi people!

Could anyone help us with ideas on how to create Theme and Initiative items in Jira? See that on the Atlassian website these levels are described.

Below is the website link:
https://www.atlassian.com/br/agile/project-management/epics-stories-themes

In the software (jira and Confluence) we only identify the EPIC, STORY, TASK, SUB-TASK levels.

Best,

[Nic Brough -Adaptavist- · Accepted solution]

That's incorrect.  Jira Software only has levels of Epic, Issue and Sub-task.  Stories are at the issue level, as are Tasks by default (but some admins rename Tasks and then create Task at a sub-task level)

To get Themes and Initiatives, you're going to need apps to create the two layers above Epic. 

Atlassian has Jira Align aimed at large scaled agile installations, and Advanced Roadmaps for smaller users.   Structure is another option for Cloud, as it lets you layer issues aorund the existing levels.

[Dave Rosenlund]

What he ( @Nic Brough -Adaptavist-)  said,  @FLAVIA MONIQUE FERNANDES GOULART  :)

You can learn more about Structure on its Atlassian Marketplace listing.

Full disclosure: I work for the company that makes Structure.

-dave [ALM Works]

[FLAVIA MONIQUE FERNANDES GOULART]

Thanks Dave! :) 

[Patricio Ibarra]

Is there a way to do it manually and not have to pay for a third-party app?

[Dave Rosenlund]

Hi, @Patricio Ibarra. No. Unless you already have Jira cloud premium, or Jira data center.  

If you do not, upgrading to one of those platforms would be more expensive than a plug-in. 

Hope this helps,

-dave

[Domenic Wiley]

@Dave Rosenlund  I have structure. How would you setup an initiative?

[Dave Rosenlund]

Hi, @Domenic Wiley.  Welcome to the Atlassian Community.

It takes a little getting used to, but think of Structure as a blank slate where you may arrange Jira issue types in any parent-child relationship you wish -- and visualize those relationships in a work breakdown structure where the relationships are clear by the way things are stacked and indented. 

To Jira, an Initiative is just a new/custom issue type that you create (it's no different — to Jira — than a story, or a bug, or a task, or any other issue.  But when presented hierarchically is a structure board they become the apparent parents of the subordinate issue types. 

You have to be careful about where Epics and Subtasks live in the hierarchy though because those are special issue types in Jira.  

Reach out to the Structure team for a demo if you'd like. They'd be happy to walk you through your use case(s). You can reach them via structure@almworks.com.

Hope this helps,

-dave 

[Domenic Wiley]

Thank you @Dave Rosenlund . I am working on it right now.  :)

[Domenic Wiley]

@Dave Rosenlund  I do not have the Plans header option so this approach will not work for me. I must be on standard version.

Advanced Roadmaps is only available as part of Jira Software Cloud Premium and Enterprise. 

[Dave Rosenlund]

That's correct, Dominic. But you do not need to have Advanced Roadmaps to do what you describe.  

Don't get me wrong, there is nothing wrong with Advanced Roadmaps, it's a great/useful product — but it is not required for creating the hierarchy you describe.

Drop us a note at the email above. A 15-min. demo will accelerate things for you. Or, if you prefer, we have monthly demos for all new users and evaluators. They're called called Structure Sessions. See the comment by @Amy Ou in this Atlassian Community thread for more information.

-dave 

[Domenic Wiley]

@Dave Rosenlund 

Yes I am interested in a demo but I am not sure what email I should be replying to? 

"Drop us a note at the email above."

[Dave Rosenlund]

Ah. Sorry, @Domenic Wiley  Reach out via structure@almworks.com

[Domenic Wiley]

Thanks again @Dave Rosenlund . One more thing before I go down this rabbit hole any further... This initiative at a hierarchy higher than epic I want to create. I can associate epics from different projects to the Initiative correct?

[Dave Rosenlund]

You sure can, @Domenic Wiley  :)

[I. Riaño]

Hello, this is exactly what I m looking for.

[FLAVIA MONIQUE FERNANDES GOULART]

Thanks Nic Brough _Adaptavist_! :)